Cloud ARR GrowthEncouragement was found in cloud ARR of $975M, representing over half of ARR and showing growth.
Strategic VisionUiPath reiterated their new strategic vision for agentic orchestration combining agents, robots, data, and people into end-to-end workflows.
Valuation And Asset DurabilityWith shares near 52-week lows and current valuation implying 3x CY26E sales and 12x CY26E FCF, investors are getting a good price for what is still seen as a durable software asset creating value for global enterprises.