Slide 1: 2Q FY 2026 Earnings Supplemental Slides
2Q 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 Agentic Automation
UiPath Agentic Automation < UiPath Ve fl aap 1 2 @ = 5 Autopilot + P ss ~ Nae ae Agents Reople Robots -*--- al PROCESSES = oo tration | BPM | Process inten enc SSS "Ge, pg 5 : WORKFLOWS ow orkflows \ Human-in-the-ioo,, F soot? — 49en ere fey, on? ACTIVITIES han, pe — RPA &API | Fo, 7 or aps 7 pe 2p
Slide 4: UiPath at a glance
UiPath at a glance $362M $1.723B $62M Non-GAAP Revenue1 ARR2,3 Operating Income1,4 14% 11% 17% 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 5: Industry analyst recognition
Industry analyst recognition Gartner® Magic Quadrant for Robotic Process Automation1 UiPath was named a Leader in the report and recognized for both ability to execute and completeness of vision. Gartner Disclaimer: Gartner does not endorse any vendor, product or service depicted in its research pub
Slide 6: UiPath API Workflows
UiPath API Workflows1 Lightweight. Fast. Scalable. 6 1. UiPath API Workflows is available in the Community edition
Slide 7: Coded Agents
Coded Agents1 Package, publish, and deploy python-coded agents with enterprise-grade reliability • Open-source foundation – build on frameworks like LangChain and LlamaIndex for flexible, graph-based orchestration • Seamless UiPath integration – use SDKs to securely invoke assets, storage buckets, a
Slide 8: Introducing UiPath Data Fabric
Introducing UiPath Data Fabric1 Unified data layer Zero-copy architecture Interactive data modeling across UiPath Make business, process, and Visually define relationships between Access data in real time from source operational data available across all data entities across systems with systems wit
Slide 9: End-to-end intelligent document processing powered by UiPath IXP
End-to-end intelligent document processing powered by UiPath IXP1 1. 2. 3. Receive Understand & extract Act Upload documents and Extract the information you need Validate extractions if required, initiate connect communication channels from communications and documents automation and downstream proc
Slide 10: Global network of partners
Global network of partners1 Tech Partners GTM Partners 1. Partner sources can be found on https://www.uipath.com/partners
Slide 11: UiPath: Agentic AI meets ROI
UiPath AGENTIC Al MEETS ROI Wynn Las Vegas | Sept 29 - Oct 2, 2025
Slide 12: Financials
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Slide 13: Driving durable growth
Driving durable growth ARR1 $ in millions $1,693 $1,723 $1,666 $1,607 $1,508 $1,551 $1,464 $1,378 $1,308 $1,249 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 July 3
Slide 14: Customer momentum
Customer momentum Scaling large customers Becoming C-Suite priority (Customers ≥ $100k ARR1, 2) (Customers ≥ $1 million ARR1) 2,432 2,163 320 293 2Q 2025 2Q 2026 2Q 2025 2Q 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) 2Q 2026 2Q 2025 Revenue $361.7 $316.3 GAAP gross margin 82% 80% GAAP operating expenses: Sales and marketing $166.3 $194.3 Research and development $98.3 $98.4 General and administrative $52.9 $63.5 GAAP operating loss $(20.2) $(103.3) GAAP net cash provided by operati
Slide 16: Non-GAAP financial results
Non-GAAP1 financial results2 ($M) 2Q 2026 2Q 2025 Non-GAAP gross margin 84% 83% Non-GAAP operating expenses: Sales and marketing $140.9 $148.0 Research and development $61.5 $63.8 General and administrative $40.1 $44.9 Non-GAAP operating income $62.3 $6.5 Non-GAAP adjusted free cash flow $44.5 $48.5
Slide 17: Guidance
Guidance1 3Q 2026 Guidance1 Revenue $390 million – $395 million ARR2 $1.771 billion – $1.776 billion Non-GAAP Operating Income3 ~$70 million FY 2026 Guidance1 Revenue $1.571 billion – $1.576 billion ARR2 $1.834 billion – $1.839 billion Non-GAAP Operating Income3 ~$340 million Notes: 1. Guidance inhe
Slide 18: Questions?
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Slide 19: Thank you!
UiPath AGENTIC AUTOMATION a
Slide 20: Appendix
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Slide 21: Definitions and calculations
Definitions and calculations Annualized Renewal Run-rate (ARR): Annualized Renewal Run-rate (ARR) is the key performance metric we use in managing our business because it illustrates our ability to acquire new subscription customers and to maintain and expand our relationships with existing subscrip
Slide 22: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation1 Gross margin ($M) 2Q 2026 2Q 2025 GAAP revenue $361.7 $316.3 GAAP gross profit $297.3 $252.9 GAAP gross margin 82% 80% Add: Stock-based compensation expense $6.0 $8.3 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) 2Q 2026 2Q 2025 2Q 2026 2Q 2025 GAAP sales and marketing $166.3 $194.3 GAAP research and development $98.3 $98.4 Less: Less: Stock-based compensation expense $23.4 $37.5 Stock-based compensation expense $36.1 $32.7 Amortization of acquired intangible assets
Slide 24: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Operating margin ($M) 2Q 2026 2Q 2025 GAAP revenue $361.7 $316.3 GAAP operating loss $(20.2) $(103.3) GAAP operating margin (6)% (33)% Add: Stock-based compensation expense $78.0 $94.3 Amortization of acquired intangible assets $2.3 $1.8 Employer payroll tax
Slide 25: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Non-GAAP adjusted free cash flow ($M) 2Q 2026 2Q 2025 GAAP net cash provided by operating activities $41.6 $46.4 Purchases of property and equipment -- $(1.4) Cash paid for employer payroll taxes related to employee $1.2 $0.9 equity transactions Cash paid fo
Slide 26: Thank you!
UiPath AGENTIC AUTOMATION a