The earnings call presented a strong financial performance and successful product launch, particularly with the agentic automation platform. Positive customer feedback, strategic partnerships, and industry recognition further supported a positive outlook. However, macroeconomic uncertainty and challenges in the public sector were notable concerns, along with a slight decline in net retention rate.

Company Guidance -

Q2 2026

During the UiPath First Quarter 2026 earnings call, the company provided financial guidance for the second quarter and full fiscal year 2026, highlighting expectations of revenue between $345 million to $350 million and ARR of $1.715 billion to $1.720 billion for the second quarter. For the full fiscal year, UiPath anticipates revenue ranging from $1.549 billion to $1.554 billion and ARR between $1.820 billion to $1.825 billion. The company reported a first-quarter revenue of $357 million and an ARR of $1.693 billion, marking a 12% year-over-year increase. Operating efficiency was a key focus, with a non-GAAP operating income of $70 million, representing a 20% margin and a 450 basis point improvement from the previous year. UiPath also emphasized its commitment to innovation, particularly with the successful launch of its agentic automation platform, which has been well-received by customers and partners alike. The company expects these strategic initiatives to lay the groundwork for significant revenue growth in fiscal 2027 and beyond, as adoption of its advanced automation solutions scales across its customer base.

Strong Financial Performance

Delivered first-quarter revenue of $357 million and ended the quarter with ARR of $1.693 billion, an increase of 12% year over year. Non-GAAP operating income was $70 million representing a 20% margin, an improvement of 450 basis points year over year.

Agentic Automation Platform Success

Launch of agentic automation platform has been highly successful, with strong customer adoption and engagement. Over 15,000 participants registered for the launch events, and customers have created thousands of autonomous agents, generating over 250,000 agent runs.

Strong Partner Ecosystem

Launched a new partner program, with over 40 partners completing the Agentic Fast Track program. Key partnerships include Deloitte and Microsoft Copilot Studio, enhancing solution offerings and integration capabilities.

Positive Customer Feedback and Adoption

Significant customer wins and expansions, including a Fortune 15 global health company and a competitive displacement with a global healthcare technology company. New customers include McLaren Health, Paylocity, and Norwegian Cruise Line.

Industry Recognition

Named a leader in the first-ever IDC MarketScape worldwide business automation platform 2025 Vendor Assessment and a leader in the Everest Group's IDP product Peak Metrics Assessment 2025.

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 04, 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.