Uipath, Inc. · NYSE:PATH
Uipath — Q1 2026 Earnings Presentation
27 slides from Uipath's earnings presentation, May 29, 2025
Slide 1: 1Q FY 2026 Earnings Supplemental Slides
1Q 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
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Slide 4: UiPath at a glance
UiPath at a glance $357M $1.693B $70M Non-GAAP Revenue1 ARR2,3 Operating Income1,4 6% 12% 20% 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 the
Slide 5: UiPath DevCon Bengaluru
[path DevCon BENGALURU
Slide 6: Why UiPath for Agentic Automation?
Why UiPath for Agentic Automation? Controlled Agency—Specialized agents you can trust, with enterprise-grade tools and capabilities, orchestrated in workflows with robots and humans. Best-in-class End-to-end Pro-code and low-code Automation and tools agentic orchestration agents from any vendor Ente
Slide 7: UiPath Agentic Automation
UiPath Agentic Automation Agent Builder1 Maestro1 Agentic Testing1 IXP2 >11,000 Process instances powered through UiPath Maestro thousands >250,000 of agents created to date agent runs to date Notes: 1. UiPath Agent Builder, Maestro, and Agentic Testing are all currently generally available 7 2. UiP
Slide 8: Industry analyst recognition
Industry analyst recognition Everest Group Intelligent Document Processing (IDP) Products PEAK Matrix® Assessment 2025 UiPath positioned as a Leader among the 29 technology providers for its vision, capabilities, and market impact of its trusted, scalable, and open platform that is driving agentic a
Slide 9: Unlock enterprise data
Unlock enterprise data Identify and extract the information you need from documents and communications. Configurable and flexible user Multi-modal data New prompt-driven capability experience that leverages classification for unstructured and GenAI and specialized models and extraction high-complexi
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: Industry analyst recognition
Industry analyst recognition IDC MarketScape: Worldwide Business Automation Platforms 2025 Vendor Assessement1 UiPath was recognized as a Leader in the IDC MarketScape: Worldwide Business Automation Platforms 2025 Vendor Assessment Disclaimer: IDC MarketScape vendor assessment model is designed to p
Slide 12: UiPath Fireside Chat and Product Demo
UiPath Fireside Chat and Product Demo Join us on June 18th at 11AM ET
Slide 13: Financials
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Slide 14: Driving durable growth
Driving durable growth ARR1 $ in millions $1,666 $1,693 $1,607 $1,551 $1,508 $1,464 $1,378 $1,308 $1,249 $1,204 Notes: 1. See Appendix for definition of Annualized Renewal Run-rate (ARR) and dollar based net retention rate 2. ARR, Dollar based net retention rate as of April 30, 2025 4Q 2023 1Q 2024
Slide 15: Customer momentum
Customer momentum Scaling large customers Becoming C-Suite priority (Customers ≥ $100k ARR1, 2) (Customers ≥ $1 million ARR1) 2,365 2,092 316 288 1Q 2025 1Q 2026 1Q 2025 1Q 2026 Notes: 1. See Appendix for definition of Annualized Renewal Run-rate (ARR) 2. Customers ≥ $100k ARR inclusive of customers
Slide 16: GAAP financial results
GAAP financial results1,2 ($M) 1Q 2026 1Q 2025 Revenue $356.6 $335.1 GAAP gross margin 82% 83% GAAP operating expenses: Sales and marketing $159.7 $180.1 Research and development $94.8 $85.6 General and administrative $54.7 $63.5 GAAP operating loss $(16.4) $(49.5) GAAP net cash provided by operatin
Slide 17: Non-GAAP financial results
Non-GAAP1 financial results2 ($M) 1Q 2026 1Q 2025 Non-GAAP gross margin 84% 86% Non-GAAP operating expenses: Sales and marketing $133.2 $142.1 Research and development $60.2 $55.8 General and administrative $37.9 $39.9 Non-GAAP operating income $69.6 $50.4 Non-GAAP adjusted free cash flow $117.1 $10
Slide 18: Guidance
Guidance1 2Q 2026 Guidance1 Revenue $345 million – $350 million ARR2 $1.715 billion – $1.720 billion Non-GAAP Operating Income3 ~$40 million FY 2026 Guidance1 Revenue $1.549 billion – $1.554 billion ARR2 $1.820 billion – $1.825 billion Non-GAAP Operating Income3 ~$305 million Notes: 1. Guidance inhe
Slide 19: Questions?
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Slide 20: Thank you!
UiPath AGENTIC AUTOMATION a
Slide 21: Appendix
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Slide 22: Definitions and calculations
Definitions and calculations Annualized Renewal Run-rate (ARR): Annualized Renewal Run-rate (ARR) is the key performance metric we use in managing our business because it illustrates our ability to acquire new subscription customers and to maintain and expand our relationships with existing subscrip
Slide 23: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation1 Gross margin ($M) 1Q 2026 1Q 2025 GAAP revenue $356.6 $335.1 GAAP gross profit $292.8 $279.8 GAAP gross margin 82% 83% Add: Stock-based compensation expense $6.6 $6.7 Amortization of acquired intangible assets $0.9 $1.4 Employer payroll tax expense related to employe
Slide 24: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) 1Q 2026 1Q 2025 1Q 2026 1Q 2025 GAAP sales and marketing $159.7 $180.1 GAAP research and development $94.8 $85.6 Less: Less: Stock-based compensation expense $23.6 $36.2 Stock-based compensation expense $34.6 $29.1 Amortization of acquired intangible assets
Slide 25: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Operating margin ($M) 1Q 2026 1Q 2025 GAAP revenue $356.6 $335.1 GAAP operating loss $(16.4) $(49.5) GAAP operating margin (5)% (15)% Add: Stock-based compensation expense $76.4 $88.7 Amortization of acquired intangible assets $1.4 $2.0 Employer payroll tax
Slide 26: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Non-GAAP adjusted free cash flow ($M) 1Q 2026 1Q 2025 GAAP net cash provided by operating activities $119.0 $100.0 Purchases of property and equipment $(12.8) $(1.2) Cash paid for employer payroll taxes related to employee $1.1 $2.4 equity transactions Cash
Slide 27: Thank you!
UiPath AGENTIC AUTOMATION a