Slide 1: 2Q FY 2027 Earnings Supplemental Slides
2Q 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 $410M $1.938B $89M Non-GAAP Revenue1 ARR2,3 Operating Income1,4 13% 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 Platform
UiPath Platform” UiPath Solutions Agentic Al | RPA | API Foundation AlTrust | Data&Integration | Security&Governance | Flexible Deployment rover @e OOOCBCBO OHOZ®HAO GS,
Slide 5: Accelerating the Automation Lifecycle with UiPath Coding Agents
Accelerating the Automation Lifecycle with UiPath Coding Agents Plan Start from real workflows Plan Troubleshoot Build Continuously Turn natural language diagnose and into end-to-end Troubleshoot Build fix issues processes Traditional lifecycle Agentic pipeline Multi-month Hours/Days Human Review Re
Slide 6: A native, developer-first way to build and run reliable, agentic automations in UiPath
1 A native, developer-first way to build and run reliable, agentic automations in UiPath. Built for agents and developers Visual workflows, code-first when needed, in the cloud. One model from build to run Design, test, deploy, observe, optimize in one place. Designed to be production-ready Governed
Slide 7: Outcomes that you want
Outcomes that you want Specialized by industry and department Agents Processes Prebuilt AI agents specialized Pre-orchestrated workflows with for high-value workflows domain logic and connectors Robots Apps & Dashboards Reliable automations with built-in Business apps, forms, and document understand
Slide 8: Global network of partners
Global network of partners1 Tech Partners GTM Partners 1. Partner sources can be found on https://www.uipath.com/partners 8
Slide 9: UiPath Investor Day at Fusion
UiPath Investor Day at Fusion Tuesday, September 22nd, 2026 11:30 am PT (2:30 pm ET) For in-person attendance, please contact the UiPath Investor Relations team at September 22-25, 2026 Investor.relations@uipath.com Wynn Las Vegas for more information. 9
Slide 10: Financials
Py ’ UiPath 1 = Financials a
Slide 11: Driving durable growth
Driving durable growth ARR1 $ in millions $1,938 $1,723 $1,551 $1,308 $1,043 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 31, 2026 3. Cloud ARR includes both
Slide 12: Customer momentum
Customer momentum Scaling large customers Becoming C-Suite priority (Customers ≥ $100k ARR1, 2) (Customers ≥ $1 million ARR1) 2,666 387 2,432 320 2Q 2026 2Q 2027 2Q 2026 2Q 2027 Notes: 1. See Appendix for definition of Annualized Renewal Run-rate (ARR) 2. Customers ≥ $100k ARR inclusive of customers
Slide 13: GAAP financial results
GAAP financial results1,2 ($M) 2Q 2027 2Q 2026 Revenue $410.3 $361.7 GAAP gross margin 80% 82% GAAP operating expenses: Sales and marketing $164.6 $166.3 Research and development $83.4 $98.3 General and administrative $50.1 $52.9 GAAP operating income (loss) $31.6 $(20.2) GAAP net cash provided by o
Slide 14: Non-GAAP financial results
Non-GAAP1 financial results2,3 ($M) 2Q 2027 2Q 2026 Non-GAAP gross margin 82% 84% Non-GAAP operating expenses: Sales and marketing $144.0 $140.9 Research and development $62.1 $61.5 General and administrative $40.9 $40.1 Non-GAAP operating income $89.0 $62.3 Non-GAAP adjusted free cash flow $30.6 $4
Slide 15: Guidance
Guidance1 3Q 2027 Guidance1 Revenue $440 million – $445 million ARR2 $1.992 billion – $1.997 billion Non-GAAP Operating Income3 ~$100 million FY 2027 Guidance1 Revenue $1.789 billion – $1.794 billion ARR2 $2.065 billion – $2.070 billion Non-GAAP Operating Income3 ~$445 million Notes: 1. Guidance inh
Slide 16: Questions?
i UiPath IPG = Questions? a
Slide 17: Thank you!
Thank you!
Slide 18: Appendix
i UiPath IPG = Appendix a
Slide 19: Definitions and calculations
Definitions and calculations Annualized Renewal Run-rate (ARR): Annualized Renewal Run-rate (ARR) is the key performance metric we use in managing our business because it illustrates our ability to acquire new subscription customers and to maintain and expand our relationships with existing subscrip
Slide 20: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation1 Gross margin ($M) 2Q 2027 2Q 2026 GAAP revenue $410.3 $361.7 GAAP gross profit $329.7 $297.3 GAAP gross margin 80% 82% Add: Stock-based compensation expense $3.2 $6.0 Amortization of acquired intangible assets $3.0 $1.2 Employer payroll tax expense related to employe
Slide 21: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) 2Q 2027 2Q 2026 2Q 2027 2Q 2026 GAAP sales and marketing $164.6 $166.3 GAAP research and development $83.4 $98.3 Less: Less: Stock-based compensation expense $13.9 $23.4 Stock-based compensation expense $21.0 $36.1 Amortization of acquired intangible assets
Slide 22: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Operating margin ($M) 2Q 2027 2Q 2026 GAAP revenue $410.3 $361.7 GAAP operating income (loss) $31.6 $(20.2) GAAP operating margin 8% (6)% Add: Stock-based compensation expense $45.0 $78.0 Amortization of acquired intangible assets $6.0 $2.3 Employer payroll
Slide 23: GAAP to Non-GAAP reconciliation (cont'd)
GAAP to Non-GAAP reconciliation1 (cont’d) Non-GAAP adjusted free cash flow ($M) 2Q 2027 2Q 2026 GAAP net cash provided by operating activities $30.7 $41.6 Purchases of property and equipment $(1.4) $-- Cash paid for employer payroll taxes related to employee $0.9 $1.2 equity transactions Net (receip
Slide 24: Thank you!
Thank you!