)
Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
UiPath
UiPath (PATH) investor relations material
UiPath 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Company overview and platform evolution
Achieved $1.5–$1.8 billion ARR with balanced global and domestic revenue, serving all industries.
Evolved from core RPA to advanced AI, including intelligent document processing and process intelligence.
Launched agentic automation vision in 2022, focusing on semantic automation and natural language.
Maintains strong financials: $1.5 billion cash, no debt, $800M+ buyback, and 20%+ operating margins.
Product strategy and customer value
Combines deterministic (rules-based) and agentic (reasoning) automation for end-to-end process transformation.
Platform includes process orchestration, governance, and observability for enterprise-wide efficiency.
Open ecosystem with major partners (NVIDIA, Google, Microsoft, Snowflake, OpenAI) to maximize customer choice and security.
Integrations enable customers to use preferred AI models and manage data securely.
Verticalization and market approach
Vertical solutions accelerate time to value and expand addressable market.
Acquired capabilities (e.g., from Peak) to optimize industry-specific processes like pricing, inventory, and healthcare revenue cycles.
Strong horizontal base enables scalable vertical offerings tailored to customer needs.
Assess repeatability of recent sales improvements
Explain verticalization's impact on TAM and ROI
Future cloud adoption impact on gross margins
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next UiPath earnings date
Q4 202611 Mar, 2026
UiPath
Next UiPath earnings date
Q4 202611 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage