Competitive MarketAutomation and specifically agentic orchestration will be a highly competitive market with vendors such as IBM and NOW releasing orchestration tools, and thus it is too early to declare PATH a winner or even leader in this segment.
Economic ConcernsConcerns about inflation and interest rates suggest that long duration cash flow assets, such as UiPath, will face challenges in multiple expansion.
Growth ChallengesDespite improvements, net-new ARR continues to decline year-over-year, indicating challenges in sustaining growth momentum.