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Revenue Growth - Revenue for the quarter ended July 31, 2024, was $316.3 million, representing a 10% year-over-year increase[110]. - Year-to-date revenue reached $651.4 million, reflecting a 13% year-over-year growth[110]. - Annualized Renewal Run-Rate (ARR) as of July 31, 2024, was $1,550.6 million, up 19% year-over-year[110]. - Total revenue increased by $28.9 million, or 10%, for the three months ended July 31, 2024, compared to the same period in 2023, driven by a $34.7 million increase in subscription services revenue[140]. - Total revenue increased by $74.5 million, or 13%, for the six months ended July 31, 2024, compared to the same period in 2023, primarily due to a $73.5 million increase in subscription services revenue[149]. Customer Metrics - The number of customers with ARR greater than or equal to $1 million increased to 293, up from 254 year-over-year[121]. - Approximately 17% of ARR growth was attributed to new customers, while 83% came from existing customers[118]. - 37% of the total revenue growth was attributable to new customers, while 63% was from existing customers[140]. Revenue Composition - Subscription services revenue accounted for 62% of total revenue for the three months ended July 31, 2024, up from 56% in the same period last year[138]. - Licenses revenue decreased by $7.0 million, or 6%, to $112.3 million for the three months ended July 31, 2024, primarily due to the transition to Flex Offerings[140]. - Professional services and other revenue increased by $1.3 million, or 16%, to $9.3 million for the three months ended July 31, 2024[140]. - Subscription services revenue grew by 24%, reaching $379.8 million for the six months ended July 31, 2024, compared to $306.4 million in the prior year[149]. Profitability and Margins - Gross margin for the three months ended July 31, 2024, was 80%, down from 83% in the same period last year[110]. - Gross profit margin was 80% for the three months ended July 31, 2024, compared to 83% in the same period last year[138]. - Gross margin decreased to 82% for the six months ended July 31, 2024, compared to 84% for the same period in 2023, due to increased costs in subscription services[151]. Operating Expenses - Total operating expenses were $356.3 million for the three months ended July 31, 2024, representing 113% of total revenue[138]. - Sales and marketing expenses rose by $44.3 million, or 13%, for the six months ended July 31, 2024, primarily driven by a $29.5 million increase in personnel-related expenses[152]. - Research and development expenses increased by $11.8 million, or 14%, for the three months ended July 31, 2024, compared to the same period in 2023[144]. - General and administrative expenses increased by $3.9 million, or 7%, for the three months ended July 31, 2024, primarily due to a $3.0 million increase in software service expenses[145]. Net Loss and Taxation - The net loss for the three months ended July 31, 2024, was $86.1 million, compared to a net loss of $60.4 million in the same period last year[140]. - The effective tax rate is influenced by foreign tax rates and non-deductible expenses, with a provision for income taxes of $3.8 million for the three months ended July 31, 2024[137]. - The company maintains a full valuation allowance on its U.S. federal and state deferred tax assets, indicating uncertainty in realizing these assets[135]. Cash Flow and Investments - Cash flow from operations for the six months ended July 31, 2024, was $146.4 million, compared to $111.6 million for the same period in 2023[110]. - Net cash provided by operating activities was $146.4 million for the six months ended July 31, 2024, up from $111.6 million for the same period in 2023, driven by approximately 12% higher cash collections[163]. - Net cash used in investing activities was $5.9 million for the six months ended July 31, 2024, compared to $370.7 million for the same period in 2023[165]. - Net cash used in financing activities was $260.9 million for the six months ended July 31, 2024, primarily due to $218.8 million in stock repurchases[166]. Stock Repurchase and Cash Position - As of July 31, 2024, the company had cash, cash equivalents, and marketable securities totaling $1,743.4 million, with an accumulated deficit of $2,029.0 million[158]. - The company authorized a stock repurchase program of up to $500.0 million on September 1, 2023, and an additional $500.0 million on August 30, 2024[161]. Foreign Currency Impact - Approximately 54% of revenues and 36% of expenses were denominated in non-U.S. dollar currencies, with net foreign currency transaction gains of $2.2 million recognized[174].

Vertigo3d Summary In May, I analyzed UiPath Inc. (NYSE:PATH) and concluded that while the company's growth had slowed as customers reorganized IT strategy and budgets to incorporate AI, RPA (robotic process automation) could see an acceleration in demand and is a tool that AI can utilize. The company founder came bock as CEO and began to make commercial changes with a focus on accelerating new contracts. However, this could require some time to exceute, and the stock would tread water until a clearer path w ...

Investors initially liked the second-quarter results, but the stock couldn't escape a broader challenge. Shares of UiPath (PATH -5.77%) initially soared today after it reported better-than-expected results in its fiscal second-quarter earnings report last night. However, that rally quickly gave way to a sell-off once the stock market opened this morning. Investors seemed to reexamine the news in the context of a disappointing employment report that showed the economy weakening faster than expected. That led ...

Shares of UiPath Inc PATH are down Friday despite the company's reporting in-line fiscal second-quarter results. Here are some key analyst takeaways: BMO Capital Markets analyst Keith Bachman maintained a Market Perform rating, while raising the price target from $14 to $15. DA Davidson analyst Gil Luria reaffirmed a Neutral rating, while lifting the price target from $13 to $15. JPMorgan analyst Mark Murphy reiterated an Overweight rating and price target of $19. RBC Capital Markets analyst Matthew Hedberg ...

Key Takeaways UiPath beat profit and sales estimates on increasing demand for its artificial intelligence automation products. The software provider raised its full-year sales and annual recurring revenue forecasts, though to levels near Wall Street's expectations. UiPath increased its stock buyback program by $500 million. Its shares have fallen this year. UiPath (PATH) shares slipped Friday, handing back early morning gains, even as the enterprise automation and artificial intelligence (AI) software provi ...

julos/iStock via Getty Images Investment Thesis UiPath Inc. (NYSE:PATH) is a stock that has been profusely beaten down since its IPO. Further, despite all its narrative over its superior AI bots, its growth prospects have nearly fully fizzled out. However, so, too, have investors' expectations. On the back of its fiscal Q2 2025 earnings results and guidance, as we look out to the next fiscal year starting in 6 months, I estimate that PATH is priced at 20x next year's non-GAAP operating profits. What's more, ...

UiPath stock is down close to 50% this year. In this video, I will cover UiPath's (PATH 0.16%) latest earnings report and explain why the stock is up. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Sept. 5, 2024. The video was published on Sept. 6, 2024. ...

UiPath Inc. (NYSE:PATH) Q2 2025 Earnings Conference Call September 5, 2024 5:00 PM ET Company Participants Allise Furlani - Investor Relations Daniel Dines - Chief Executive Officer Ashim Gupta - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Mark Murphy - JPMorgan Bryan Bergin - TD Cowen Mike Richards - RBC Capital Markets Sanjit Singh - Morgan Stanley Siti Panigrahi - Mizuho Securities Chirag Ved - Evercore Dominique Manansala - Truist Securities Michael Turrin - Wells Farg ...

Core Insights - UiPath reported revenue of $316.25 million for the quarter ended July 2024, marking a year-over-year increase of 10.1% [1] - The earnings per share (EPS) for the same period was $0.04, down from $0.09 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $302.92 million by 4.40% [1] - The EPS surprise was +33.33% compared to the consensus estimate of $0.03 [1] Financial Metrics - Net New Annual Recurring Revenue (ARR) was $43 million, surpassing the average estimate of $37.53 million from four analysts [3] - Total ARR stood at $1.55 billion, matching the average estimate based on four analysts [4] - Revenue from Licenses was $112.25 million, exceeding the average estimate of $109.52 million, but reflecting a year-over-year decline of 5.9% [5] - Revenue from Professional Services and other sources was $9.33 million, compared to the average estimate of $8.16 million [6] - Revenue from Subscription Services reached $194.67 million, surpassing the average estimate of $185.15 million [7] Stock Performance - UiPath shares have returned +18.3% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [7] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [7]