4Mรชsยท

๐”๐ข๐๐š๐ญ๐ก: ๐€๐‘๐‘ ๐๐ž๐š๐ญ, ๐…๐ข๐ซ๐ฌ๐ญ ๐„๐ฏ๐ž๐ซ ๐†๐€๐€๐ ๐๐ซ๐จ๐Ÿ๐ข๐ญ๐š๐›๐ฅ๐ž ๐๐ฎ๐š๐ซ๐ญ๐ž๐ซ

$PATH (+0,14%)


๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Revenue: $418M (Est. $404.6M) โœ…

โ€ข ARR: $1.901B (Est. $1.89B) โœ…

โ€ข Adj. operating income: $92M

โ€ข GAAP operating income: $28M

โ€ข Dollar-based net retention: 109%

โ€ข Adj. free cash flow: $130M

โ €

๐ŸŽฏ ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž

โ€ข Q2 Revenue: $395Mโ€“$400M (Est. $400.3M) ๐ŸŸฐ

โ€ข FY27 Revenue: $1.776Bโ€“$1.781B (Est. $1.77B) โœ…

โ€ข FY27 Adj. operating income: ~$430M

โ€ข FY27 ARR: $2.058Bโ€“$2.063B

โ €

๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข First GAAP profitable quarter in company history

โ€ข Agentic AI products moving from pilot programs into production deployments

โ€ข Strong enterprise AI orchestration momentum across Salesforce, Microsoft, Google Cloud and Databricks ecosystems

โ€ข Management highlighted UiPathโ€™s growing role as the orchestration layer for enterprise AI workflows

โ€ข Continued strong cash generation and operational discipline

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ

โ€œOne year into general availability, our agentic products are moving from pilot to production.โ€

โ€” Daniel Dines, CEO

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