UiPath (PATH) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - UiPath reported revenue of $356.62 million for the quarter ended April 2025, marking a year-over-year increase of 6.4% and exceeding the Zacks Consensus Estimate of $332.33 million by 7.31% [1] - The company's EPS for the same period was $0.11, down from $0.13 a year ago, but it surpassed the consensus EPS estimate of $0.10 by 10% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) was reported at $1.69 billion, matching the average estimate from three analysts [4] - Net New ARR was $27 million, exceeding the average estimate of $22.09 million from three analysts [4] - The dollar-based net retention rate was 108%, slightly below the average estimate of 109.6% from two analysts [4] - Revenue from licenses was $128.29 million, which is lower than the year-over-year figure by 8.5% and above the average estimate of $115.46 million from four analysts [4] - Revenue from professional services and other was $11.04 million, surpassing the average estimate of $9.68 million from four analysts [4] - Subscription services revenue reached $217.30 million, exceeding the average estimate of $207.27 million from four analysts [4] Stock Performance - UiPath shares have returned +8.4% over the past month, outperforming the Zacks S&P 500 composite's +6.7% 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]