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U.S. private employers unexpectedly cut 32,000 jobs in November, reversing October's gains and signaling renewed labor-market weakness. ADP's data showed broad declines led by small businesses and major sectors like manufacturing and professional services, while pay growth continued to slow. The softer report boosted market expectations for another Fed rate cut on Dec. 10.The Dow Jones Industrial Average jumped more than 400 points on growing expectations of an upcoming rate cut, closing nearly 0.9% higher ...

Core Insights - UiPath reported revenue of $411.11 million for the quarter ended October 2025, marking a year-over-year increase of 15.9% and exceeding the Zacks Consensus Estimate by 4.71% [1] - The company achieved an EPS of $0.16, up from $0.11 a year ago, surpassing the consensus EPS estimate of $0.14 by 14.29% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $1.78 billion, slightly above the four-analyst average estimate of $1.77 billion [4] - Net New ARR was reported at $59 million, exceeding the average estimate of $50.57 million from three analysts [4] - The dollar-based net retention rate was 107%, compared to the estimated 108.4% [4] - Revenue from licenses was $150.04 million, surpassing the estimated $140.47 million and reflecting a 9.4% increase year-over-year [4] - Revenue from professional services and other was $13.5 million, exceeding the estimate of $10.89 million and showing a 27.9% increase year-over-year [4] - Subscription services revenue was $247.57 million, above the estimated $241.54 million, representing a 19.7% increase year-over-year [4] Stock Performance - UiPath shares returned +0.2% over the past month, while the Zacks S&P 500 composite experienced a -0.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

UiPath (PATH) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.29%. A quarter ago, it was expected that this enterprise automation software developer would post earnings of $0.08 per share when it actually produced earnings of $0.15, delivering a surprise of +87.5%.Over the last fo ...

Financial Data and Key Metrics Changes - The company reported a third quarter ARR of $1.782 billion, an increase of 11% year-over-year, driven by $59 million in net new ARR [6][24] - Revenue for the quarter was $411 million, reflecting a 16% increase year-over-year [6][23] - The company achieved its first GAAP profitable third quarter with GAAP operating income of $13 million, compared to a GAAP operating loss of $43 million in the prior year [7][26] - Non-GAAP operating income reached $88 million, representing a 21% margin, up more than 700 basis points year-over-year [7][27] - Dollar-based net retention rate was 107%, indicating strong customer engagement and retention [25][72] Business Line Data and Key Metrics Changes - The company highlighted significant customer engagement with over 950 companies developing agents and more than 365,000 processes orchestrated with Maestro [8][24] - The introduction of agentic capabilities in various products, such as intelligent extraction and processing, has enhanced customer automation efforts [10][11] - The company reported strong performance in the federal sector, with no major impact from the government shutdown, indicating resilience in critical operations [35][46] Market Data and Key Metrics Changes - The company ended the quarter with approximately 10,860 customers, with an increase in customers generating $100,000 or more in ARR to 2,506 [24] - Remaining performance obligations increased to $1.265 billion, up 12% year-over-year, indicating a healthy future revenue stream [25] - The company is expanding its cloud footprint in key markets, including Switzerland and the UAE, to meet regional data residency and governance requirements [15][16] Company Strategy and Development Direction - The company is focused on enhancing its automation strategy by integrating deterministic automation with agentic AI to deliver trusted enterprise-grade automation [5][6] - The company is actively pursuing vertical solutions in industries such as healthcare and financial services, aiming to accelerate outcomes and ROI for customers [16][84] - Collaborations with technology leaders like Microsoft, OpenAI, and NVIDIA are aimed at enhancing the capabilities of the platform and driving customer value [17][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's execution and innovation pace, positioning it well for future growth [20][21] - The company anticipates continued improvement in net new ARR growth, supported by enhanced execution and customer engagement [38][66] - Management acknowledged that while early traction with agentic capabilities is promising, significant contributions to top-line growth are not expected in fiscal 2026 [28][28] Other Important Information - The company was recognized as a leader in the Gartner Magic Quadrant for intelligent document processing and AI augmenting software testing tools, highlighting its competitive positioning [11][12][13] - The company is committed to maintaining operational efficiency while investing in key areas such as engineering and sales capacity to support growth [59][60] Q&A Session Summary Question: Can you provide insights on the traction of agentic solutions? - Management noted strong momentum across agentic offerings, with consistent buying patterns emerging from proof of concepts to production [32][34] Question: Was there any impact from the government shutdown on federal business? - Management confirmed no direct impact from the shutdown, as many projects are funded through bills and are considered critical operations [35][46] Question: What are the drivers for the expected growth in net new ARR? - Management attributed the growth to improved execution, customer activity, and a stable macroeconomic environment [38][66] Question: Can you elaborate on the OpenAI collaboration? - Management highlighted the use of GPT-5 across the platform, particularly in the Screenplay product, which combines UI automation with LLM capabilities [47][48] Question: How is the partnership with Deloitte impacting the pipeline? - Management indicated that the quality of the pipeline has improved significantly due to deeper engagement with partners like Deloitte [56] Question: What are the expectations for the federal sector moving forward? - Management expressed optimism about the federal sector's performance, noting a return to a new normal with solid deals [46][68] Question: How is the company addressing spend predictability for agentic consumption? - Management is evaluating customer adoption patterns and aims to develop flexible pricing models that reflect AI consumption [90][91]

UiPath (NYSE:PATH) Q3 2026 Earnings Call December 03, 2025 05:00 PM ET Company ParticipantsAllise Furlani - VP of Investor RelationsDaniel Dines - CEOArsenije Matovic - VP of Equity ResearchAshim Gupta - Chief Operating and Financial OfficerAustin Williams - VP of Software Equity ResearchKingsley Crane - Software Managing Director of Equity ResearchDominique Manansala - Equity Research AssociateMike Richards - Equity Research Senior AssociateBryan Bergin - Managing Director of Equity ResearchConference Call ...

Financial Data and Key Metrics Changes - The company reported third quarter ARR of $1.782 billion, an increase of 11%, driven by $59 million in net new ARR [4][22] - Revenue for the quarter was $411 million, reflecting a 16% year-over-year increase [5][21] - The company achieved its first GAAP profitable third quarter with GAAP operating income of $13 million, compared to a GAAP operating loss of $43 million in the prior year [24] - Non-GAAP operating income reached $88 million, representing a 21% margin, up more than 700 basis points year-over-year [24] Business Line Data and Key Metrics Changes - The company highlighted strong customer engagement with over 950 companies developing agents and more than 365,000 processes orchestrated with Maestro [6][22] - The introduction of agentic capabilities in the intelligent extraction and processing (IXP) product is expected to enhance automation in document-heavy processes [9][10] Market Data and Key Metrics Changes - The company ended the quarter with approximately 10,860 customers, with significant growth in customers generating $100,000 or more in ARR, increasing to 2,506 [22] - Dollar-based gross retention remained at 98%, while the dollar-based net retention rate was 107%, indicating strong customer loyalty [23] Company Strategy and Development Direction - The company is focused on enhancing its automation strategy by integrating deterministic automation with agentic AI, aiming to provide trusted enterprise-grade automation [4][5] - The company is expanding its cloud footprint in key markets and developing vertical solutions to address industry-specific challenges [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive future growth and operational efficiency, despite a variable macroeconomic environment [24][25] - The company is raising guidance for the fourth fiscal quarter, expecting revenue in the range of $462 million to $467 million [25][26] Other Important Information - The company was recognized as a leader in the Gartner Magic Quadrant for intelligent document processing and AI augmenting software testing tools, highlighting its capabilities in these areas [10][11] - The company is actively collaborating with technology partners like OpenAI and Microsoft to enhance its automation offerings [16][17] Q&A Session Summary Question: Regarding agentic solution traction - Management noted that over 950 clients are developing agents, indicating strong momentum across the agentic offering [27][28] Question: Impact of the federal shutdown - Management confirmed no direct impact from the federal shutdown, as many projects are funded through bills and considered critical operations [29] Question: Drivers of net new ARR growth - Management attributed the expected growth to improved execution, customer activity, and a stable macroeconomic environment [30][44] Question: OpenAI collaboration details - Management highlighted the use of GPT-5 across the platform, particularly in the Screenplay product, which combines UI automation with LLM adaptability [34] Question: Incremental pipeline from partnerships - Management emphasized the quality of partnerships, particularly with Deloitte, which has led to deeper engagement in larger-scale transformation processes [38] Question: Agentic consumption pricing predictability - Management acknowledged the industry's dynamic nature and is working on flexible pricing models to help customers forecast usage patterns more reliably [56]

This automation company just reported financial results. Was the company's recent performance that good?After climbing 3.9% during regular trading hours, UiPath (PATH +4.20%) stock is ripping higher in after-hours trading. Investors are bidding shares of the robotics processing automation company higher as a result of its reporting strong third-quarter 2026 financial results this afternoon after the bell rang.As of 5:22 p.m. ET, shares of UiPath are up 9.3% from their closing price of $14.86 at 4:00 p.m. A ...

3Q FY 2026 Earnings Supplemental Slides Safe Harbor Statements we make in this presentation may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995, which are usually identified by the use of words such as "anticipates," "believes," "estimates," "expects," "intends," "may," "plans," "possible," "projects," "outlook," "seeks," "should," "will," and variations of such words or similar expressions, inclu ...

UiPath Inc. (NYSE:PATH) stock jumped in Wednesday's extended trading after the company released its third quarter earnings report, beating expectations on the top and bottom lines. Here's a look at the details in the report. PATH stock is moving. Watch the price action here.The Details: UiPath reported quarterly adjusted earnings of 16 cents per share, which beat the Street estimate of 15 cents.Quarterly revenue clocked in at $411.11 million, which beat the consensus estimate of $392.97 million and was up f ...