🔹 Revenue: $361.7M (Est. $347.35M) 🟢; UP +14% YoY
🔹 Adj EPS: $0.15 (Est. $0.09) 🟢
FY26 Guidance:
🔹 Revenue: $1.571B–$1.576B (Est. $1.552B) 🟢; UP +14% YoY
🔹 ARR: $1.834B–$1.839B
🔹 Non-GAAP Operating Income: ~$340M
Q3 Guidance:
🔹 Revenue: $390M–$395M (Est. $384.6M) 🟢; UP +12–13% YoY
🔹 ARR: $1.771B–$1.776B
Other Q2 Metrics:
🔹 ARR: $1.723B; UP +11% YoY
🔹 Net New ARR: $31M
🔹 Dollar-Based Net Retention: 108%
🔹 Non-GAAP Operating Income: $62M
🔹 Cash Flow from Ops: $42M
🔹 Adj. Free Cash Flow: $45M
🔹 Cash & Investments: $1.52B
CEO Commentary:
🔸 “We delivered a strong second quarter with ARR growing 11% YoY to $1.723B, reflecting improved execution and the momentum of our agentic capabilities.”
🔸 “Customers tell us automation and agentic AI are stronger together, delivering real value today while positioning UiPath to lead the next era of enterprise transformation.”
CFO Commentary:
🔸 “Results exceeded the high end of guidance across all key financial metrics.”
🔸 “Momentum from customers and partners, combined with operational efficiency, positions us well for the back half of the year.”
Strategic Highlights:
🔹 Partnership with Deloitte on SAP S/4HANA modernization (93% clean core design).
🔹 Named a Leader in Gartner Magic Quadrant for RPA (7th year running).
🔹 Partnership with HCLTech to scale agentic automation globally.
🔹 Appointed Michael Atalla as new CMO (ex-Microsoft, F5).