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UiPath Q1 Earnings Highlights

$PATH (+0,68%)


๐Ÿ”น Revenue: $356.6M (Est. $332.8M) ๐ŸŸข +6% YoY

๐Ÿ”น Adj. EPS: $0.11 (Est. $0.10) ๐ŸŸข

๐Ÿ”น ARR: $1.693B; +12% YoY; Net New ARR: $27M

๐Ÿ”น Dollar-Based Net Retention: 108%


Q2 Guidance:

๐Ÿ”น Revenue: $345Mโ€“$350M (Est. $331.8M) ๐ŸŸข

๐Ÿ”น ARR (as of July 31): $1.715Bโ€“$1.720B

๐Ÿ”น Non-GAAP Op. Income: ~$40M


FY26 Guidance:

๐Ÿ”น Revenue: $1.549Bโ€“$1.554B (Est. $1.523B) ๐ŸŸข

๐Ÿ”น ARR (as of Jan 31, 2026): $1.820Bโ€“$1.825B

๐Ÿ”น Non-GAAP Op. Income: ~$305M


Other Key Q1 Metrics:

๐Ÿ”น Cash Flow from Ops: $119M

๐Ÿ”น Free Cash Flow: $117M

๐Ÿ”น Cash & Equivalents: $1.59B


Strategic Commentary & Business Highlights:

๐Ÿ”ธ CEO: โ€œStrong start to FY26 with better-than-expected top & bottom line. Confident in product roadmap and execution.โ€

๐Ÿ”ธ Launched Agentic Automation Platform: Unifies AI agents, robots, and humans in a single system.

๐Ÿ”ธ Debuted Test Cloud: AI-powered platform for full-cycle software testing.

๐Ÿ”ธ Enhanced Microsoft Copilot integration through UiPath Maestro.

๐Ÿ”ธ Named Leader in IDC MarketScape for Business Automation Platforms and Everest Groupโ€™s IDP Assessment.

๐Ÿ”ธ Announced Google Cloud AI partnership: Deployed medical record summarization agents using Gemini 2.0 Flash via Vertex AI.

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