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UiPath (PATH) investor relations material
UiPath Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Sep, 2025
Executive summary
Revenue reached $362 million for Q2 FY26, up 14% year-over-year, exceeding the high end of guidance and driven by strong commercial momentum in AI and agentic automation solutions.
Annualized Recurring Revenue (ARR) grew 11% year-over-year to $1.723 billion, with robust customer adoption and expansion in both new and existing accounts.
Non-GAAP operating income was $62 million (17% margin), and non-GAAP adjusted free cash flow was $45 million.
Large customer base expanded, with 2,432 customers over $100k ARR and 320 customers over $1M ARR.
Results were supported by deepening partnerships with major GSIs and technology providers, including Deloitte and Microsoft.
Financial highlights
Q2 revenue was $362 million, up 14% year-over-year; GAAP gross margin was 82%, and non-GAAP gross margin was 84%.
ARR increased 11% to $1.723 billion, with $31 million in net new ARR.
Non-GAAP operating income reached $62 million (17% margin); GAAP operating loss narrowed to $20.2 million.
Non-GAAP adjusted free cash flow was $45 million; cash, cash equivalents, and marketable securities totaled $1.52 billion.
Repurchased 30.2 million shares for $329.1 million during the six months, with an average price of $12.10 for 8.3 million shares in Q2.
Outlook and guidance
Q3 FY26 revenue expected between $390–$395 million; ARR between $1.771–$1.776 billion; non-GAAP operating income of ~$70 million.
FY26 revenue guidance raised to $1.571–$1.576 billion; ARR to $1.834–$1.839 billion; non-GAAP operating income of ~$340 million.
Non-GAAP adjusted free cash flow for FY26 expected at ~$370 million; non-GAAP gross margin at ~85%.
Guidance reflects incremental FX tailwinds and a prudent outlook given early-stage agentic adoption.
Management expects continued revenue growth and sufficient liquidity to fund operations long term.
Agentic AI: Customer production deployment trends?
GAAP vs. non-GAAP operating income gap drivers?
Dollar-based net retention rate: Expansion drivers?
Key drivers for Agentic ARR growth?
GTM changes driving pipeline quality and predictability?
UiPath's unique competitive edge in Agentic?
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Q3 20264 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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