Q4 2026 UiPath Inc Earnings Call Transcript

Mar 11, 2026 / 09:00 PM GMT

Release Date Price: €10.26 (+2.48%)

Transcript 10-K8-K

Key Points

Positve

UiPath Inc (PATH) reported strong momentum in AI integration within their platform, highlighting a $200 million ARR contribution from AI-related products.
The company has seen significant traction in the public sector, particularly with long-term strategic projects, which is a positive indicator for future growth.
UiPath Inc (PATH) is experiencing strong demand in the healthcare and financial sectors, with specific focus on revenue cycle management and financial crime solutions.
The company has successfully expanded its product portfolio, with 90% of million-dollar-plus customers incorporating AI products, indicating strong market adoption.
UiPath Inc (PATH) has raised its long-term non-GAAP operating margin target to 30%, reflecting confidence in operational efficiency and productivity gains from AI integration.

Negative

The company's dollar-based net revenue retention rate has decreased to 106% when adjusted for FX, indicating potential challenges in maintaining customer expansion.
There is ongoing variability in the macroeconomic environment, which could impact UiPath Inc (PATH)'s growth and financial performance.
The integration of the Work Fusion acquisition is still in progress, and its contribution is considered immaterial, suggesting limited immediate impact on growth.
UiPath Inc (PATH) faces competition from other vendors offering agentic solutions, which could introduce noise and affect market positioning.
The company acknowledges that the adoption of AI and agentic solutions is still in early stages, which may delay the realization of full revenue potential.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PATH.N - Uipath Inc
Q4 2026 UiPath Inc Earnings Call
Mar 11, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, and thank you for your patience. I will now hand the call over to Daniel Gs.

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Unidentified_2 [2]
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Hello everyone.

Thank you for, coming back after our outage with the service provider for our investor relations conference calls.

We are ready to take questions. I hope that you guys, get the chance to listen to the end of our reading, and also we have published online the entire transcript of the, of, our earnings calls. So thank you again and apologize for the delay. We are ready to take questions.

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