Core Insights - UiPath Screen Agent powered by Claude Opus 4.5 achieved the No. 1 ranking on the OSWorld-Verified benchmark, validating its effectiveness for enterprise-wide agentic AI deployments [1][3] Group 1: Benchmarking and Validation - The OSWorld benchmark assesses the effectiveness of AI in real use cases and task environments, providing a unified environment for evaluating multimodal agents across 369 computer tasks [2] - The benchmark uses a scalable, real computer environment to validate agentic AI across various applications, including web and desktop apps [2] Group 2: Technology and Applications - UiPath Screen Agent utilizes large language models (LLMs) to create user interfaces for automating complex tasks, demonstrating its effectiveness against both general-purpose and specialized models [3] - The ranking of UiPath Screen Agent reflects its performance in comparison to other agentic frameworks evaluated in the benchmark [3] Group 3: Industry Impact and Future Outlook - The achievement of the No. 1 ranking builds on UiPath's progress in UI automation with agentic AI, following a previous ranking of No. 2 for UiPath Screen Agent powered by OpenAI GPT-5 [5] - The company emphasizes the importance of benchmarks in providing confidence for organizations making large-scale AI commitments, highlighting its ongoing investment in enterprise-grade capabilities [6]

Financial Performance - UiPath's revenue for the three months ended October 31, 2025, reached $411 million, representing an 16% year-over-year growth rate[11, 14] - The Annualized Renewal Run-rate (ARR) as of October 31, 2025, was $1782 billion, reflecting an 11% year-over-year growth rate[12, 14] - Non-GAAP operating income for the same period was $88 million, resulting in a Non-GAAP operating margin of 21%[13, 14] - UiPath has 2506 customers with >= $100k ARR and 333 customers with >= $1 million ARR as of 3Q 2026[60] - UiPath's dollar-based net retention rate was 107%[57] Financial Metrics (GAAP) - GAAP revenue was $4111 million in 3Q 2026, compared to $3547 million in 3Q 2025[62] - GAAP gross margin was 83% in 3Q 2026, compared to 82% in 3Q 2025[62] - GAAP operating income was $131 million in 3Q 2026, compared to a loss of $(434) million in 3Q 2025[62] Financial Metrics (Non-GAAP) - Non-GAAP gross margin was 85% in both 3Q 2026 and 3Q 2025[64] - Non-GAAP operating income increased to $878 million in 3Q 2026 from $497 million in 3Q 2025[64] - Non-GAAP adjusted free cash flow was $279 million in 3Q 2026, compared to $331 million in 3Q 2025[64] Guidance - UiPath projects revenue between $462 million and $467 million for 4Q 2026[65] - The company anticipates ARR to be between $1844 billion and $1849 billion for 4Q 2026[65] - Non-GAAP operating income is expected to be approximately $140 million for 4Q 2026[65]