The earnings call highlighted strong financial performance, successful product launches, and recognition in the industry. However, challenges remain in the macroeconomic environment and ARR growth from existing customers.

Company Guidance

In the second quarter of fiscal year 2026, UiPath exceeded the high end of its guidance across key financial metrics, showcasing strong growth and operational efficiency. The company reported a 14% increase in revenue to $362 million and an 11% growth in Annual Recurring Revenue (ARR) to $1.723 billion, driven by $31 million in net new ARR. Notably, UiPath's non-GAAP operating income rose to $62 million, representing a 17% margin and an improvement of over 2,500 basis points year over year. The company highlighted the positive impact of its AI and AgenTeq solutions, which are accelerating deal sizes faster than traditional automation engagements. UiPath also reported a significant increase in cloud ARR, which exceeded $1.080 billion, reflecting a growth of more than 25%. These results underscore the company's strategic focus on automation, AI integration, and its ability to drive commercial momentum and deliver tangible ROI for its customers.

Exceeding Guidance Across Key Metrics

UiPath exceeded the high end of their guidance across all key financial metrics with a second-quarter ARR growth of 11% to $1.723 billion and a revenue increase of 14% year over year to $362 million.

Strong Growth in Cloud ARR

Cloud ARR increased by more than 25%, reaching over $1.080 billion, showing significant growth in cloud-based offerings.

Introduction of AgenTeq and Positive Reception

The launch of the AgenTeq automation platform has been well-received, with 450 customers actively developing agents, and significant deals driven by the combination of AgenTeq and automation.

Non-GAAP Operating Income Improvement

Non-GAAP operating income increased to $62 million, representing a 17% margin and an improvement of more than 2,500 basis points year over year.

Recognition in Gartner Magic Quadrant

UiPath was recognized for the seventh consecutive year as a leader in the 2025 Gartner Magic Quadrant for Robotic Process Automation.

Strong Public Sector Performance

Public sector performance is stabilizing, with significant wins such as the United States Navy expanding their IDP initiative.

UiPath (PATH) Earnings, Revenues Date & History

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PATH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2026 (Q3)	0.15 / -	0.11	―	―	―
Sep 04, 2025	2026 (Q2)	0.09 / 0.15	0.04	275.00% (+0.11)
May 29, 2025	2026 (Q1)	0.10 / 0.11	0.13	-15.38% (-0.02)
Mar 12, 2025	2025 (Q4)	0.20 / 0.26	0.22	18.18% (+0.04)
Dec 05, 2024	2025 (Q3)	0.07 / 0.11	0.12	-8.33% (>-0.01)
Sep 05, 2024	2025 (Q2)	0.03 / 0.04	0.09	-55.56% (-0.05)
May 29, 2024	2025 (Q1)	0.12 / 0.13	0.11	18.18% (+0.02)
Mar 13, 2024	2024 (Q4)	0.16 / 0.22	0.15	46.67% (+0.07)
Nov 30, 2023	2024 (Q3)	0.07 / 0.12	0.05	140.00% (+0.07)
Sep 06, 2023	2024 (Q2)	0.04 / 0.09	-0.02	550.00% (+0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PATH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$10.85	$11.49	+5.90%
May 29, 2025	$12.94	$13.31	+2.86%
Mar 12, 2025	$11.83	$9.97	-15.72%
Dec 05, 2024	$14.95	$14.81	-0.94%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.