Slide 1: 3Q FY 2026 Earnings Supplemental Slides
3Q FY 2026 Earnings Supplemental Slides
Slide 2: Safe Harbor
Safe Harbor Statements we make in this presentation may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995, which are usually identified by the use of words such as “anticipates,” “believes,
Slide 3: UiPath at a glance
UiPath at a glance $411M $1.782B $88M Non-GAAP Revenue1 ARR2,3 Operating Income1,4 16% 11% 21% Revenue1 growth rate ARR2,3 growth rate Non-GAAP Operating year-over-year year-over-year Margin1,4 Notes: 1. Revenue, YoY revenue growth rate, Non-GAAP Operating Income and Non-GAAP Operating Margin for th
Slide 4: Agentic AI Meets ROI
AGENTIC Al MEETS ROI Wynn Las Vegas
Slide 5: The UiPath Platform
The UiPath Platform UiPath Solutions Process | Hein | Intelligence Foundation AlTrust | Data &Integration | Security&Governance | Flexible Deployment rover @OOOGCBGBO- 6 ® OF ® @ @ @
Slide 6: UiPath ScreenPlay
UiPath ScreenPlay1 Meet AI that turns your intent into autonomous actions across any interface, at enterprise scale. • Automate user interfaces with simple prompts. Describe tasks in natural language, and execute them autonomously. • Make automations more resilient. Dynamically adapts to context, en
Slide 7: UiPath IXP: Agentic Document Processing Capabilities
UiPath IXP: Agentic Document Processing Capabilities Advanced data extraction, Autopilot for schema Proprietary fine-tunable Seamless integration validation, and agentic creation, Extraction LLM drives last-mile with UiPath Agents and looping to handle long, Agents, and Validation performance. Purpo
Slide 8: Industry analyst recognition
Industry analyst recognition Gartner® Magic Quadrant for Gartner® Magic Quadrant for Intelligent Document Processing (IDP)1 AI-Augmented Software Testing Tools2 UiPath was positioned as a Leader in the report and recognized for UiPath was positioned as a Leader in the report and recognized for marke
Slide 9: Industry analyst recognition
Industry analyst recognition Everest Group Full Suite Intelligent Everest Group Intelligent Process Process Automation Platforms (IPAP) Automation Platform (IPAP) PEAK Matrix® PEAK Matrix® Assessment 20251 Assessment 20251 UiPath has been recognized as a Leader in the Everest Group Full Suite UiPath
Slide 10: UiPath Maestro
UiPath Maestro Case Management1 Process Apps1 • Run multi-stage processes • Apps for escalations, approvals, • Orchestrate agents, robots, people exceptions • Control with pause, resume, migrate • Unified workspace for agents, robots, people • Govern SLAs, escalations, RBAC • Resolve SLA breaches in
Slide 11: Global network of partners
Global network of partners1 Tech Partners GTM Partners 1. Partner sources can be found on https://www.uipath.com/partners 11
Slide 12: Financials
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Slide 13: Driving durable growth
Driving durable growth ARR1 $ in millions $1,782 $1,693 $1,723 $1,666 $1,607 $1,508 $1,551 $1,464 $1,378 $1,308 Notes: 1. See Appendix for definition of Annualized Renewal Run-rate (ARR) and dollar based net retention rate 2. ARR, YoY ARR growth rate, and Dollar based net retention rate as of Octobe
Slide 14: Customer momentum
Customer momentum Scaling large customers Becoming C-Suite priority (Customers ≥ $100k ARR1, 2) (Customers ≥ $1 million ARR1) 2,506 2,235 333 302 3Q 2025 3Q 2026 3Q 2025 3Q 2026 Notes: 1. See Appendix for definition of Annualized Renewal Run-rate (ARR) 2. Customers ≥ $100k ARR inclusive of customers
Slide 15: GAAP financial results
GAAP financial results1,2 ($M) 3Q 2026 3Q 2025 Revenue $411.1 $354.7 GAAP gross margin 83% 82% GAAP operating expenses: Sales and marketing $179.2 $187.2 Research and development $96.9 $97.0 General and administrative $53.2 $50.1 GAAP operating income (loss) $13.1 $(43.4) GAAP net cash provided by o
Slide 16: Non-GAAP financial results
Non-GAAP1 financial results2,3 ($M) 3Q 2026 3Q 2025 Non-GAAP gross margin 85% 85% Non-GAAP operating expenses: Sales and marketing $156.3 $151.9 Research and development $64.3 $62.3 General and administrative $40.9 $36.4 Non-GAAP operating income $87.8 $49.7 Non-GAAP adjusted free cash flow $27.9 $3
Slide 17: Guidance
Guidance1 4Q 2026 Guidance1 Revenue $462 million – $467 million ARR2 $1.844 billion – $1.849 billion Non-GAAP Operating Income3 ~$140 million Notes: 1. Guidance inherently is forward-looking and is subject to the risks and uncertainties noted elsewhere in these materials and in our special notes reg
Slide 18: Questions?
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Slide 19: Thank you!
Thank you!
Slide 20: Appendix
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Slide 21: Definitions and calculations
Definitions and calculations Annualized Renewal Run-rate (ARR): Annualized Renewal Run-rate (ARR) is the key performance metric we use in managing our business because it illustrates our ability to acquire new subscription customers and to maintain and expand our relationships with existing subscrip
Slide 22: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation1 Gross margin ($M) 3Q 2026 3Q 2025 GAAP revenue $411.1 $354.7 GAAP gross profit $342.3 $290.9 GAAP gross margin 83% 82% Add: Stock-based compensation expense $5.7 $8.0 Amortization of acquired intangible assets $1.2 $1.4 Employer payroll tax expense related to employe
Slide 23: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) 3Q 2026 3Q 2025 3Q 2026 3Q 2025 GAAP sales and marketing $179.2 $187.2 GAAP research and development $96.9 $97.0 Less: Less: Stock-based compensation expense $21.6 $32.7 Stock-based compensation expense $32.2 $34.2 Amortization of acquired intangible assets
Slide 24: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Operating margin ($M) 3Q 2026 3Q 2025 GAAP revenue $411.1 $354.7 GAAP operating income (loss) $13.1 $(43.4) GAAP operating margin 3% (12)% Add: Stock-based compensation expense $71.5 $87.5 Amortization of acquired intangible assets $2.3 $1.8 Employer payroll
Slide 25: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Non-GAAP adjusted free cash flow ($M) 3Q 2026 3Q 2025 GAAP net cash provided by operating activities $28.3 $28.1 Purchases of property and equipment $(3.2) $(4.9) Cash paid for employer payroll taxes related to employee $0.7 $1.2 equity transactions Cash pai
Slide 26: Thank you!
Thank you!