The earnings call highlighted significant progress in revenue and ARR growth, successful product launches, and strategic partnerships. However, challenges such as a variable macroeconomic environment and public sector budgetary pressures were noted. Overall, the sentiment was positive, with strong financial performance and promising future prospects.

Company Guidance -

Q2 2026

During the UiPath First Quarter 2026 Earnings Conference Call, management provided guidance reflecting strong financial performance and strategic advancements. For the second fiscal quarter of 2026, UiPath anticipates revenue between $345 million to $350 million and ARR ranging from $1.715 billion to $1.720 billion. They project a non-GAAP operating income of approximately $40 million. For the full fiscal year 2026, revenue is expected to be between $1.549 billion to $1.554 billion, ARR between $1.820 billion to $1.825 billion, and non-GAAP operating income around $305 million. Additionally, the company forecasts a non-GAAP adjusted free cash flow of about $370 million for the year, maintaining a non-GAAP gross margin of approximately 85%. The guidance reflects UiPath's focus on expanding its agentic automation platform and innovative product offerings, though the company remains cautious due to ongoing macroeconomic variability.

Revenue and ARR Growth

UiPath reported first-quarter revenue of $357 million and ended the quarter with ARR of $1.693 billion, marking a 12% increase year over year.

Reduction in GAAP Operating Loss

The GAAP operating loss improved significantly to $16 million from $49 million in the prior year.

Non-GAAP Operating Income and Margin Improvement

Non-GAAP operating income was $70 million, representing a 20% margin, an improvement of 450 basis points year over year.

Successful Product Launches

The launch of the agentic automation platform was highlighted as one of the most successful product introductions in UiPath's history, with strong early demand.

Strategic Partnerships and Expansions

UiPath announced a strategic AI partnership with Google Cloud and expanded its partnership with Deloitte, indicating strong industry collaborations.

Share Repurchase Program

UiPath repurchased 21.9 million shares of its Class A common stock, reflecting a commitment to delivering value to shareholders.

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
Sep 09, 2025	2026 (Q2)	0.09 / -	0.04	―	―	―
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)
May 24, 2023	2024 (Q1)	0.02 / 0.11	-0.03	466.67% (+0.14)

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
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%
Sep 05, 2024	$12.74	$11.97	-6.04%

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.