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 ...

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 ...

Financial Performance - Revenue for 2Q 2026 reached $3617 million, representing a 14% year-over-year growth rate[10, 13, 42] - ARR reached $1723 billion, with an 11% year-over-year growth rate[11, 13] - Non-GAAP operating income was $623 million, resulting in a 17% non-GAAP operating margin[12, 13] - GAAP gross margin was 82% in 2Q 2026, compared to 80% in 2Q 2025[42] - Non-GAAP gross margin was 84% in 2Q 2026, compared to 83% in 2Q 2025[43] Customer Growth - The number of customers with ≥ $100k ARR increased to 2432 in 2Q 2026 from 2163 in 2Q 2025[40] - The number of customers with ≥ $1 million ARR increased to 320 in 2Q 2026 from 293 in 2Q 2025[40] - Dollar-based net retention rate was 108%[38] Future Outlook - The company projects revenue between $390 million and $395 million for 3Q 2026[45] - The company projects ARR between $1771 billion and $1776 billion for 3Q 2026[45] - The company projects revenue between $1571 billion and $1576 billion for FY 2026[45] - The company projects ARR between $1834 billion and $1839 billion for FY 2026[45]