UiPath Inc (FRA:9UV)

€ 10.5 -0.064 (-0.61%) Market Cap: 6.00 Bil Enterprise Value: 4.27 Bil PE Ratio: 0 PB Ratio: 3.23 GF Score: 54/100

UiPath Inc at Morgan Stanley Spark Conference Transcript

Oct 14, 2021 / 11:15PM GMT

Release Date Price: €43.8 (+2.34%)

Transcript

Keith Weiss

Morgan Stanley, Research Division - Equity Analyst

Thank you all for joining us. We'll kick off the final session of the day. So Daniel and Ashim, thank you very much for joining us from UiPath. My name is Keith Weiss. I run the software equity research group here at Morgan Stanley.

I'm going to make Kelsey a little bit mad here. Having gone through all these sessions and talking with private companies, we've had some really good kind of foundational conversation. Like starting from the ground up to understand these companies and then kind of dig in from there in terms of sort of the stories around these companies, and so natural debates are going to emerge.

So I want to do a similar thing with UiPath. Even though you guys are public and the story's a little bit, well, better known, I think it's instructional to kind of start at that bottom. So Daniel, maybe you could talk to us about sort of what was the fundamental problem that UiPath was kind of built to solve? Like what was the market opportunity that you saw? Like, listen, here's a huge inefficiency in the marketplace,

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