Uipath, Inc. · NYSE:PATH
Uipath — Q1 FY2027 Earnings Presentation
26 slides from Uipath's earnings presentation, 2026
Slide 1: 1Q FY 2027 Earnings Supplemental Slides
1Q FY 2027 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 “anticipate,” “believe,”
Slide 3: UiPath at a glance
UiPath at a glance $418M $1.901B $92M Non-GAAP Revenue1 ARR2,3 Operating Income1,4 17% 12% 22% 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: UiPath advantages
UiPath advantages Unified Extensive Platform Installed Base Enterprise-Grade Deep Vertical Trust & Governance Expertise 4
Slide 5: Agentic AI Meets ROI
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Slide 6: Meet UiPath for Coding Agents
Meet UiPath for Coding Agents1 Go from idea to enterprise-grade automation in minutes, not quarters. Faster-than-ever deployment – less friction between idea and execution Coding agent output deploys directly into the UiPath Platform – where agents, automations, and people already work together. Eve
Slide 7: Orchestrate AI agents, automations, and people to exceed business outcomes
Orchestrate AI agents, automations, and people to exceed business outcomes. • End-to-end orchestration across silos • Durable execution across long running processes • Human-in-the-loop and safe AI by design • Unified platform, faster value 7
Slide 8: Maestro Case
Maestro Case1 Agentic case management Orchestrate dynamic cases to achieve business outcomes Agents handle exceptions autonomously In-context human in the loop experiences Delightful business applications Process dashboards with Business KPIs and ROI indicators 8 1. UiPath Maestro Case is currently
Slide 9: Purpose-Built to Deliver Measurable Impact
Purpose-Built to Deliver Measurable Impact • Operationalize agentic orchestration for business-critical processes • Accelerate time-to-value with pre-built workflows and agents • Deliver measurable business outcomes, with enterprise governance built in, in weeks not quarters 9
Slide 10: UiPath Platform
UiPath Platform” UiPath Solutions Agentic Al | RPA | API Foundation AlTrust | Data&Integration | Security&Governance | Flexible Deployment rover @e OOGCOCOCO OHOZ®O OSG,
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
Py ’ UiPath 1 = Financials a
Slide 13: Driving durable growth
Driving durable growth ARR1 $ in millions $1,853 $1,901 $1,782 $1,693 $1,723 $1,666 $1,607 $1,508 $1,551 $1,464 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 April
Slide 14: Customer momentum
Customer momentum Scaling large customers Becoming C-Suite priority (Customers ≥ $100k ARR1, 2) (Customers ≥ $1 million ARR1) 2,624 374 2,365 316 1Q 2026 1Q 2027 1Q 2026 1Q 2027 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) 1Q 2027 1Q 2026 Revenue $418.4 $356.6 GAAP gross margin 82% 82% GAAP operating expenses: Sales and marketing $167.9 $159.7 Research and development $92.9 $94.8 General and administrative $52.7 $54.7 GAAP operating income (loss) $28.0 $(16.4) GAAP net cash provided by o
Slide 16: Non-GAAP financial results
Non-GAAP1 financial results2,3 ($M) 1Q 2027 1Q 2026 Non-GAAP gross margin 83% 84% Non-GAAP operating expenses: Sales and marketing $148.6 $133.2 Research and development $67.7 $60.2 General and administrative $39.3 $37.9 Non-GAAP operating income $92.5 $69.6 Non-GAAP adjusted free cash flow $130.3 $
Slide 17: Guidance
Guidance1 2Q 2027 Guidance1 Revenue $395 million – $400 million ARR2 $1.929 billion – $1.934 billion Non-GAAP Operating Income3 ~$75 million FY 2027 Guidance1 Revenue $1.776 billion – $1.781 billion ARR2 $2.058 billion – $2.063 billion Non-GAAP Operating Income3 ~$430 million Notes: 1. Guidance inhe
Slide 18: Questions?
i UiPath IPG = Questions? a
Slide 19: Thank you!
Thank you!
Slide 20: Appendix
i UiPath IPG = Appendix a
Slide 21: Definitions and calculations
Definitions and calculations Annualized Renewal Run-rate (ARR): Annualized Renewal Run-rate (ARR) is the key performance metric we use in managing our business because it illustrates our ability to acquire new subscription customers and to maintain and expand our relationships with existing subscrip
Slide 22: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation1 Gross margin ($M) 1Q 2027 1Q 2026 GAAP revenue $418.4 $356.6 GAAP gross profit $341.5 $292.8 GAAP gross margin 82% 82% Add: Stock-based compensation expense $4.1 $6.6 Amortization of acquired intangible assets $2.6 $0.9 Employer payroll tax expense related to employe
Slide 23: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) 1Q 2027 1Q 2026 1Q 2027 1Q 2026 GAAP sales and marketing $167.9 $159.7 GAAP research and development $92.9 $94.8 Less: Less: Stock-based compensation expense $16.8 $23.6 Stock-based compensation expense $24.7 $34.6 Amortization of acquired intangible assets
Slide 24: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Operating margin ($M) 1Q 2027 3Q 2025 GAAP revenue $418.4 $356.6 GAAP operating income (loss) $28.0 $(16.4) GAAP operating margin 7% (5)% Add: Stock-based compensation expense $53.3 $76.4 Amortization of acquired intangible assets $4.6 $1.4 Employer payroll
Slide 25: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Non-GAAP adjusted free cash flow ($M) 1Q 2027 1Q 2026 GAAP net cash provided by operating activities $131.9 $119.0 Purchases of property and equipment $(2.7) $(12.8) Cash paid for employer payroll taxes related to employee $1.0 $1.1 equity transactions Cash
Slide 26: Thank you!
Thank you!