The earnings call presented a generally positive outlook with several significant achievements, including surpassing financial guidance, ARR growth, and strong interest in new product offerings. While there are some concerns related to revenue growth rate and past execution challenges, these are being actively addressed. The partnership with SAP and the excitement around Agentic Automation provide strong growth potential.

Company Guidance

During the UiPath Q3 2025 earnings call, the executives provided a positive outlook, surpassing guidance across key financial metrics. The company reported an ARR of $1.607 billion, marking a 17% increase year-over-year, with net new ARR contributing $56 million. Revenue for the quarter was $355 million, and UiPath achieved a non-GAAP operating income of $50 million. The company also highlighted a robust non-GAAP operating margin of 14% and a non-GAAP adjusted free cash flow of $33 million. UiPath's guidance for Q4 2025 includes expected revenue between $422 million and $427 million, with an ARR range of $1.669 billion to $1.674 billion, and a non-GAAP operating income of approximately $100 million. The company is optimistic about stabilizing net new ARR dollars and accelerating free cash flow growth in fiscal 2026.

Surpassing Financial Guidance

The company exceeded the high end of its guidance across all key financial metrics, showcasing improved execution and the value of its AI-powered automation platform.

Annual Recurring Revenue Growth

ARR increased to $1.607 billion, a 17% increase year-over-year, driven by net new ARR of $56 million.

Agentic Automation Enthusiasm

Over 1,000 organizations have registered for the private preview of Agentic Automation, indicating strong interest and engagement from customers.

Large Deal Wins

UiPath secured its largest deal in the quarter with a health care customer utilizing Agentic Automation, highlighting the demand and potential for the new product suite.

Partnership with SAP

UiPath's platform was integrated into SAP's build process automation solution, enhancing its reach and credibility with enterprise customers.

Increased Customer Base

The company ended the quarter with approximately 10,790 customers, including significant new logos like Amplitude and Aqua Dermatology.

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UiPath (PATH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PATH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 08, 2021	2022 (Q1)	-0.05 / 0.02	-0.102	119.61% (+0.12)	―	―
Sep 07, 2021	2022 (Q2)	-0.06 / 0.01	0.01	0.00% (0.00)	―	―
Dec 08, 2021	2022 (Q3)	-0.04 / 0.00	-0.136	―	―	―
Mar 30, 2022	2022 (Q4)	0.03 / 0.05	0.09	-44.44% (-0.04)	―	―
Jun 01, 2022	2023 (Q1)	-0.06 / -0.03	0.02	-250.00% (-0.05)	―	―
Sep 06, 2022	2023 (Q2)	-0.10 / -0.02	0.01	-300.00% (-0.03)	―	―
Dec 01, 2022	2023 (Q3)	-0.04 / 0.05	0	―
Mar 15, 2023	2023 (Q4)	0.07 / 0.15	0.05	200.00% (+0.10)
May 24, 2023	2024 (Q1)	0.02 / 0.11	-0.03	466.67% (+0.14)
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

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PATH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 05, 2024	$14.95	$14.81	-0.94%
Sep 05, 2024	$12.74	$11.97	-6.04%
May 29, 2024	$18.30	$12.07	-34.04%
Mar 13, 2024	$24.43	$22.75	-6.88%

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.

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