Slide 1: 2Q FY 2025 Earnings Supplemental Slides
2Q FY 2025 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 $316M $1.551B $6M Non-GAAP Revenue1 ARR2,3 Operating Income1,4 10% 19% $49M Revenue1 growth rate ARR2,3 growth rate Non-GAAP Adjusted year-over-year year-over-year Free Cash Flow1,4 Notes: 1. Revenue, YoY revenue growth rate, Non-GAAP Operating Income and Non-GAAP Adjusted Free Ca
Slide 4: The AI-powered Business Automation Platform
The AI-powered Business Automation Platform Discover Discover Identify the highest-ROI opportunities for continuous process optimization and automation using the power of AI Process Mining Task Mining Communications Mining Idea capture management PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA
Slide 5: End-to-end intelligent document processing (IDP) solution
End-to-end intelligent document processing (IDP) solution 1 Receive 2 Understand 3 Act Human in the loop Extracts key intent, sentiment and Requests or context data from messages Asking employees to validate the results if required or in case of communications with inaccuracies and exceptions. attac
Slide 6: Complete solution for testing applications and automations
Complete solution for testing applications and automations Application Testing RPA Testing For testing teams in application development For RPA teams in business units 6
Slide 7: Global network of partners
Global network of partners Tech Partners GTM Partners 7
Slide 8: Thousands of customers trust UiPath across industries
Thousands of customers trust UiPath across industries1 1. Customer sources can be found on https://www.uipath.com/resources/automation-case-studies 8
Slide 9: UiPath Autopilot
UiPath Autopilot Developers Testers Business Analysts Everyone Build automation solutions Ensure your automations are Discover more automations Complete everyday, in a breeze production-ready everywhere time-consuming tasks Create automations, apps, Generate endless test cases Find automation potent
Slide 10: End-to-end Process Orchestration
End-to-end Process Orchestration1 1 Automate 2 Orchestrate 3 Monitor Model robust automated processes Monitor unified process data and Execute tasks ensuring workflows that integrate tasks, decisions, data strategic KPIs for real-time are carried out as designed flows and human collaboration using i
Slide 11: Forward Tech Ed Las Vegas 2024
Forward +TECH ED < x - > Las Vegas 2024 i 3% Cr ON OG 23 oO =O
Slide 12: Financials
Financials
Slide 13: Driving durable growth
Driving durable growth ARR1 $ in millions $1,551 $1,508 $1,464 $1,378 $1,308 $1,249 $1,204 $1,110 $1,043 $977 $925 Notes 1. See Appendix for definition of Annualized Renewal Run-rate (ARR) and dollar based net retention rate 2. ARR, Cloud ARR, Dollar based net retention rate as of July 31, 2024 3. C
Slide 14: Customer momentum
Customer momentum Scaling large customers Becoming C-Suite priority (Customers ≥ $100k ARR1, 2) (Customers ≥ $1 million ARR1) 2,163 1,930 293 254 2Q 2024 2Q 2025 2Q 2024 2Q 2025 Notes: 1. See Appendix for definition of Annualized Renewal Run-rate (ARR) 2. Customers ≥ $100k ARR inclusive of customers
Slide 15: GAAP financial results
GAAP financial results1 ($M) 2Q 2025 2Q 2024 Revenue $316.3 $287.3 GAAP gross margin 80% 83% GAAP operating expenses: Sales and marketing $194.3 $169.7 Research and development $98.4 $86.6 General and administrative $63.5 $59.6 GAAP operating loss $(103.3) $(77.6) GAAP net cash provided by operating
Slide 16: Non-GAAP financial results
Non-GAAP1 financial results ($M) 2Q 2025 2Q 2024 Non-GAAP gross margin 83% 86% Non-GAAP operating expenses: Sales and marketing $148.0 $128.4 Research and development $63.8 $52.8 General and administrative $44.9 $35.6 Non-GAAP operating income $6.5 $30.1 Non-GAAP adjusted free cash flow $48.5 $46.6
Slide 17: Guidance
Guidance1 3Q 2025 Guidance1 Revenue $345 million – $350 million ARR2 $1.600 billion – $1.605 billion Non-GAAP Operating Income3 ~$27 million FY 2025 Guidance1 Revenue $1.420 billion – $1.425 billion ARR2 $1.665 billion – $1.670 billion Non-GAAP Operating Income3 ~$170 million Notes: 1. Guidance inhe
Slide 18: Questions?
Questions?
Slide 19: Thank you!
Thank you!
Slide 20: Appendix
Appendix
Slide 21: Definitions and calculations
Definitions and calculations Annualized Renewal Run-rate (ARR): Annualized Renewal Run-rate (ARR) is the key performance metric we use in managing our business because it illustrates our ability to acquire new subscription customers and to maintain and expand our relationships with existing subscrip
Slide 22: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation1 Gross margin ($M) 2Q 2025 2Q 2024 GAAP revenue $316.3 $287.3 GAAP gross profit $252.9 $238.3 GAAP gross margin 80% 83% Add: Stock-based compensation expense $8.3 $6.9 Amortization of acquired intangible assets $1.4 $1.4 Employer payroll tax expense related to employe
Slide 23: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Sales and marketing ($M) Research and development ($M) 2Q 2025 2Q 2024 2Q 2025 2Q 2024 GAAP sales and marketing $194.3 $169.7 GAAP research and development $98.4 $86.6 Less: Less: Stock-based compensation expense $37.5 $39.0 Stock-based compensation expense
Slide 24: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Operating margin ($M) 2Q 2025 2Q 2024 GAAP revenue $316.3 $287.3 GAAP operating loss $(103.3) $(77.6) GAAP operating margin (33)% (27)% Add: Stock-based compensation expense $94.3 $102.1 Amortization of acquired intangible assets $1.8 $2.2 Employer payroll t
Slide 25: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Non-GAAP adjusted free cash flow ($M) 2Q 2025 2Q 2024 GAAP net cash provided by operating activities $46.4 $44.3 Purchases of property and equipment $(1.4) $(1.0) Cash paid for employer payroll taxes related to employee $0.9 $2.1 equity transactions Net paym
Slide 26: Humble Bold Fast Immersed
HUMBLE BOLD FAST IMMERSED 26