Group 1 - UiPath reported revenue of $361.73 million for the quarter ended July 2025, reflecting a year-over-year increase of 14.4% [1] - The company's EPS for the quarter was $0.15, up from $0.04 in the same period last year, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $347.82 million by 4%, and the EPS surpassed the consensus estimate of $0.08 by 87.5% [1] Group 2 - UiPath's Annual Recurring Revenue (ARR) stood at $1.72 billion, matching the average estimate from four analysts [4] - The company achieved a Net New ARR of $31 million, exceeding the average estimate of $25.49 million from three analysts [4] - The dollar-based net retention rate was 108%, slightly above the average estimate of 107.8% [4] Group 3 - Revenue from licenses was reported at $112.16 million, slightly above the average estimate of $111.03 million, representing a year-over-year change of -0.1% [4] - Revenue from professional services and other sources was $11.2 million, significantly higher than the average estimate of $9.64 million, showing a year-over-year increase of 20.1% [4] - Subscription services revenue reached $238.36 million, surpassing the average estimate of $227.06 million, with a year-over-year growth of 22.4% [4] Group 4 - Over the past month, UiPath's shares have returned -3%, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Bentley Systems, Incorporated (BSY) reported a revenue of $364.11 million for the quarter ended June 2025, reflecting a year-over-year growth of 10.2% and surpassing the Zacks Consensus Estimate of $363.09 million by 0.28% [1] - The company's earnings per share (EPS) was $0.32, an increase from $0.31 in the same quarter last year, and exceeded the consensus EPS estimate of $0.29 by 10.34% [1] Revenue Performance - Total revenue growth year-over-year was 10.2%, outperforming the five-analyst average estimate of 9.9% [4] - Annualized Recurring Revenues (ARR) reached $1.38 billion, slightly above the estimated $1.35 billion by three analysts [4] - Subscription revenue grew by 12.1% year-over-year, compared to the average estimate of 12.3% by three analysts [4] - Total revenues from subscriptions and licenses amounted to $343.65 million, which is an 11.5% increase from the previous year, but fell short of the average estimate of $344.96 million by four analysts [4] - Service revenues were reported at $20.46 million, exceeding the four-analyst average estimate of $19.3 million, but showed a year-over-year decline of 7.1% [4] - Subscription revenues specifically were $333.45 million, slightly below the three-analyst average estimate of $334.07 million, with a year-over-year growth of 12.1% [4] - Revenues from perpetual licenses were $10.19 million, which was below the average estimate of $11.64 million based on three analysts, representing a year-over-year decline of 6.2% [4] Stock Performance - Shares of Bentley Systems have returned +2.1% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]