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UiPath (PATH) investor relations material
UiPath Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Dec, 2025
Executive summary
Q3 FY26 revenue reached $411 million, up 16% year-over-year, with ARR at $1.782 billion, up 11% year-over-year.
Achieved first GAAP profitable third quarter, with GAAP operating income of $13 million and non-GAAP operating income of $88 million (21% margin).
Customer base expanded to 2,506 with $100K+ ARR and 333 with $1M+ ARR, and strong adoption of agentic automation with over 950 companies developing agents.
Expanded platform capabilities and integrations with major partners (OpenAI, Microsoft, NVIDIA, Google, Snowflake), and showcased innovations at Fusion event.
Recognized as a leader in Gartner Magic Quadrants and Everest Group assessments for intelligent document processing and AI-augmented software testing tools.
Financial highlights
Q3 revenue: $411 million (+16% YoY); ARR: $1.782 billion (+11% YoY); net new ARR: $59 million.
GAAP gross margin: 83%; non-GAAP gross margin: 85%; GAAP operating income: $13 million; non-GAAP operating income: $88 million.
Non-GAAP net income: $85 million; GAAP net income: $198.8 million; ended quarter with $1.5 billion in cash and no debt.
Dollar-based gross retention: 98%; net retention: 107%; net dollar expansion rate for $100K–$1M ARR customers: 113%.
Non-GAAP adjusted free cash flow: $28 million; net cash flow from operations: $28 million.
Outlook and guidance
Q4 FY26 revenue guidance: $462–$467 million; ARR guidance: $1.844–$1.849 billion.
Q4 non-GAAP operating income expected at $140 million; basic share count ~536 million.
FY26 non-GAAP adjusted free cash flow expected at $370 million; non-GAAP gross margin at 85%.
No material top-line contribution from agentic AI expected in FY26.
Japanese yen depreciation poses a headwind to Q4 guidance.
Impact of stock-based comp on GAAP operating income
How do AI partnerships differentiate UiPath platform?
Explain revenue growth vs ARR growth divergence.
Agentic solutions' future direct revenue impact?
Future OpEx investment priorities?
Federal sector's long-term growth drivers?
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Barclays 23rd Annual Global Technology Conference10 Dec, 2025
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Frequently asked questions
Pioneers of Automation Software
UiPath Inc., often simply referred to as UiPath, is a leading company in robotic process automation (RPA). The company has been making significant strides in the software industry since its inception in 2005, with a mission to automate repetitive tasks that would otherwise be handled manually in businesses. Headquartered in New York, UiPath has become a global player, helping companies worldwide improve their efficiency and productivity with the help of automation.
Origins and growth
UiPath was founded in Bucharest, Romania by Daniel Dines and Marius Tirca. The company started as a modest outsourcing firm but soon pivoted to focus on developing RPA software. Their technology was quickly recognized for its potential to transform business processes, and UiPath saw rapid growth. Today, UiPath serves thousands of customers around the world, from small businesses to Fortune 500 companies, and is considered a leader in the RPA market.
Innovating through robotic process automation
At the core of UiPath's offering is its RPA software, which allows businesses to create software robots, or 'bots', that can perform repetitive tasks. These tasks can range from processing invoices and data entry to customer service responses. The bots are designed to mimic human actions and can interact with digital systems just like a human user would, but with increased speed and accuracy. This capacity for automation not only improves efficiency but also allows employees to focus on higher-value tasks. Some notable names found on UiPaths customer list include names like Thermo Fisher, Siemens, and Schneider Electric.
Adapting automation for various sectors
UiPath's automation technology has found applications across numerous industries. Whether it's in healthcare, where bots can help with patient data management, or in the finance sector where bots can streamline the processing of loan applications, UiPath's RPA has demonstrated a wide array of use cases. The company also provides solutions catered to specific departments within a business, such as HR and customer service. Regardless of the sector or the size of the business, UiPath offers tools that can enhance productivity and efficiency.
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