UiPath Inc. (PATH) Presents at Mizuho Technology Conference 2025 Transcript

Core Insights - UiPath Inc. reported strong fiscal Q1 results, exceeding consensus estimates for both revenue and profitability [4] - The company generated over $100 million in free cash flow and achieved net new ARR above guidance [4] - The performance was achieved despite a volatile market environment, showcasing effective execution by the team [4] Financial Performance - Revenue for Q1 was significantly better than expected, indicating strong demand and execution [4] - Free cash flow generation was reported at $100 million or more, reflecting solid financial health [4] - Net new ARR exceeded previous guidance, highlighting growth momentum [4] Strategic Initiatives - The company launched a new partner program that received positive feedback, enhancing its market position [5] - Strong partnerships were established with Global System Integrators (GSIs) like Deloitte, contributing to growth [5] - The launch of the Agentic platform was noted as a significant product introduction, emphasizing the company's commitment to innovation in AI [6]