Revenue and Growth - Revenue for Q3 fiscal 2025 was $355 million, representing a 9% increase year-over-year[3] - Annualized Renewal Run-rate (ARR) reached $1.607 billion, up 17% year-over-year[3] - Net new ARR for the quarter was $56 million[3] - For Q4 fiscal 2025, revenue is expected to be between $422 million and $427 million[5] - ARR is projected to be between $1.669 billion and $1.674 billion as of January 31, 2025[5] - Total revenue for the three months ended October 31, 2023, was $354.7 million, a 8.1% increase from $325.9 million in the same period last year[24] - Subscription services revenue increased by 23.5% year-over-year to $206.9 million, compared to $167.5 million in the prior year[24] Profitability and Margins - GAAP gross margin was 82%, while non-GAAP gross margin was 85%[3] - Non-GAAP operating income for Q3 was $50 million, with a GAAP operating loss of $(43) million[3] - Gross profit for the nine months ended October 31, 2023, was $823.6 million, up from $760.2 million, reflecting a gross margin improvement[24] - GAAP gross profit for the three months ended October 31, 2023, was $290.890 million, with a gross margin of 82%, down from 85% in the previous year[30] - Non-GAAP gross profit for the same period was $300.364 million, with a non-GAAP gross margin of 85%, compared to 87% in the previous year[30] Losses and Expenses - Operating loss for the three months ended October 31, 2023, was $(43.4) million, an improvement from $(55.8) million in the same quarter last year[24] - Net loss for the three months ended October 31, 2023, was $(10.7) million, compared to $(31.5) million in the same period last year[24] - Net loss for the nine months ended October 31, 2023, was $125.488 million, compared to a loss of $123.799 million in the previous period[28] - GAAP net loss for the three months ended October 31, 2024, was $(10,655), an improvement from $(31,537) in the same period in 2023[34] - GAAP operating loss for the three months ended October 31, 2024, was $(43,364), compared to $(55,819) in the same period in 2023[32] Cash and Assets - Cash, cash equivalents, and marketable securities totaled $1.6 billion as of October 31, 2024[3] - Cash and cash equivalents decreased to $773.6 million as of October 31, 2024, down from $1,061.7 million as of January 31, 2024[26] - Total current assets decreased to $2.18 billion from $2.58 billion in the previous quarter[26] - Total cash, cash equivalents, and restricted cash at the end of the period was $774.068 million, down from $1.003 billion at the end of the previous period[28] Deferred Revenue and Liabilities - Deferred revenue increased to $494.4 million as of October 31, 2024, compared to $486.8 million in the previous quarter[26] - Total liabilities as of October 31, 2024, were $931.4 million, slightly down from $938.6 million as of January 31, 2024[26] Shareholder Information - The company reported a weighted-average share count of 551,036 for the three months ended October 31, 2023[24] - GAAP weighted average common shares outstanding, diluted, for the three months ended October 31, 2024, were 553,942, compared to 577,499 in the same period in 2023[34] Operating Activities - Net cash provided by operating activities increased to $174.483 million from $153.480 million year-over-year[28] - The company experienced a net cash used in investing activities of $28.807 million, a significant improvement from $430.930 million in the previous period[28] Stock and Compensation - The company reported stock-based compensation expense of $270.520 million for the nine months ended October 31, 2023, slightly down from $283.025 million[28] - The company repurchased $381.403 million of Class A common stock during the period, compared to $52.649 million in the previous period[28] Guidance and Future Projections - Non-GAAP operating income guidance for Q4 is approximately $100 million[5] - Non-GAAP net income for the nine months ended October 31, 2024, was $156,788, compared to $181,866 for the same period in 2023, indicating a decrease of 13.8%[34] - Non-GAAP adjusted free cash flow for the nine months ended October 31, 2024, was $182,868, compared to $162,965 for the same period in 2023, representing an increase of 12.2%[35] - Non-GAAP operating income for the three months ended October 31, 2024, was $49,721, an increase from $43,679 in the same period in 2023[32] - Non-GAAP net income per share, diluted, for the three months ended October 31, 2024, was $0.11, unchanged from the same period in 2023[34]

UiPath Inc. (PATH) will report its third-quarter fiscal 2025 results on Thursday, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 7 cents, indicating a 41.7% decline from the year-ago reported quarter. The consensus estimate for revenues stands at $347.6 million, implying 6.7% year-over-year growth. There has been no change in analyst estimates or revisions lately.Image Source: Zacks Investment ResearchThe company has an impressive earnings surprise history. ...

Analysts on Wall Street project that UiPath (PATH) will announce quarterly earnings of $0.07 per share in its forthcoming report, representing a decline of 41.7% year over year. Revenues are projected to reach $347.61 million, increasing 6.7% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's e ...

The company was in disarray when I last wrote about UiPath (NYSE: PATH ). Its chief Executive Officer ("CEO") and board member, Rob Enslin, suddenly resigned amid the company giving poor revenue and operating margin guidance for fiscal year ("FY") 2025 in its first quarterI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engi ...

My first article on UiPath Inc. (NYSE: PATH ) , titled: UiPath has the Potential to have a very deep Moat , was published in March 2023 when the stock was trading at ~$16. Then, as now, IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a ...

UiPath (PATH) ended the recent trading session at $13.53, demonstrating a +1.27% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 0.02%. At the same time, the Dow added 0.11%, and the tech-heavy Nasdaq lost 0.26%.Shares of the enterprise automation software developer witnessed a gain of 3.81% over the previous month, trailing the performance of the Business Services sector with its gain of 8.97% and outperforming the S&P 500's gain of 2.99%.Investors ...

UiPath (PATH) closed the most recent trading day at $13.38, moving +1.75% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.74%.The enterprise automation software developer's shares have seen an increase of 5.71% over the last month, not keeping up with the Business Services sector's gain of 9.12% and outstripping the S&P 500's gain of 3.16%.Investors will be eagerly watching for the performance of UiPath in its upcoming earnings disclosure. The company's earn ...

Proposed Ruling Aims to Eliminate Out-of-Pocket Costs for Contraception, Enhancing Access for Women in the United StatesADELAIDE, Australia and RALEIGH, N.C., Nov. 4, 2024 /PRNewswire/ -- Mayne Pharma Group Limited (Mayne Pharma or the Company) (ASX: MYX), welcomes the Biden-Harris Administration's newly proposed rule to expand coverage of affordable contraception under the Affordable Care Act (ACA). The proposal aims to significantly increase coverage of contraception for the 52 million US women of reprodu ...

Gartner just released a forecast for the global IT spending in 2025. There will be a 9.3% increase from 2024, which is quite significant because this increase is higher than the 8% increase estimated for 2024. So it tells us that Advanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of inv ...

UiPath Today PATH UiPath $13.00 +0.23 (+1.80%) 52-Week Range $10.37 ▼ $27.87 Price Target $17.71 Add to Watchlist UiPath NYSE: PATH is at the forefront of the enterprise automation software sector, providing powerful tools that enable businesses to automate repetitive tasks, streamline workflows, and boost overall efficiency. However, UiPath's stock price is down close to 50% year to date, which has left many investors wondering if this is a buying opportunity or a sign of further decline. The company is cu ...