โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $410M (Est. $397.85M) โ , +13% YoY.
โข ARR: $1.94B, +12% YoY, with $37M of net new ARR.
โข Dollar-Based Net Retention Rate: 109%.
โข Adj. Operating Income: $89M.
โข Adj. Gross Margin: 82%.
โข Adj. Free Cash Flow: $31M.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 FY2027 Revenue: $440Mโ$445M (Est. $441.17M).
โข Q3 FY2027 ARR: $1.992Bโ$1.997B.
โข Q3 FY2027 Adj. Operating Income: ~$100M.
โข FY2027 Revenue: $1.789Bโ$1.794B (Est. $1.78B) โ
โข FY2027 ARR: $2.065Bโ$2.070B.
โข FY2027 Adj. Operating Income: ~$445M.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue increased 13% YoY and exceeded consensus, while ARR grew 12% to $1.94B.
โข UiPath exceeded its guidance across all key financial metrics, supported by improving execution and platform momentum.
โข FY2027 revenue guidance came in above consensus, while Q3 revenue guidance brackets expectations.
โข UiPath is positioning its platform as an orchestration layer connecting AI agents, robots, systems and people across end-to-end enterprise processes.
โข The company launched Maestro Case and Maestro Flow while announcing leadership changes, including Hitesh Ramani as CFO.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โAI is expanding what enterprises can automate, while increasing the need for the orchestration, governance, and exactness that deterministic automation provides.โ