🔹 Revenue: $356.6M (Est. $332.8M) 🟢 +6% YoY
🔹 Adj. EPS: $0.11 (Est. $0.10) 🟢
🔹 ARR: $1.693B; +12% YoY; Net New ARR: $27M
🔹 Dollar-Based Net Retention: 108%
Q2 Guidance:
🔹 Revenue: $345M–$350M (Est. $331.8M) 🟢
🔹 ARR (as of July 31): $1.715B–$1.720B
🔹 Non-GAAP Op. Income: ~$40M
FY26 Guidance:
🔹 Revenue: $1.549B–$1.554B (Est. $1.523B) 🟢
🔹 ARR (as of Jan 31, 2026): $1.820B–$1.825B
🔹 Non-GAAP Op. Income: ~$305M
Other Key Q1 Metrics:
🔹 Cash Flow from Ops: $119M
🔹 Free Cash Flow: $117M
🔹 Cash & Equivalents: $1.59B
Strategic Commentary & Business Highlights:
🔸 CEO: “Strong start to FY26 with better-than-expected top & bottom line. Confident in product roadmap and execution.”
🔸 Launched Agentic Automation Platform: Unifies AI agents, robots, and humans in a single system.
🔸 Debuted Test Cloud: AI-powered platform for full-cycle software testing.
🔸 Enhanced Microsoft Copilot integration through UiPath Maestro.
🔸 Named Leader in IDC MarketScape for Business Automation Platforms and Everest Group’s IDP Assessment.
🔸 Announced Google Cloud AI partnership: Deployed medical record summarization agents using Gemini 2.0 Flash via Vertex AI.