UiPath, Inc. (PATH) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, and thank you for your patience. I will now hand the call over to Daniel. Hello, everyone. Thank you for coming back after our outage with the service provider for our investor relations conference calls. We are ready to take questions. I hope that you guys get the chance to listen to the end of our reading. And also we have published online the entire transcript of our earnings calls. So thank you again and apologize for the delay. We are ready to take questions. Thank you. And with that, we will now be conducting a 30-minute question and answer session. We do ask that you please limit yourselves to one question and one follow-up. If you'd like to ask a question, please press star one on your telephone keypad. A confirmation tone will indicate that your line is in the queue. You may press star two to remove yourself from the queue. For any participants using speaker equipment, it may be necessary to pick up the handset before pressing the star keys. One moment while we poll for questions. And our first question comes from the line of Brian Bergen with TD Calendar. Please proceed with your question. Hi, guys. Thanks for taking the questions here. First one I have is just as it relates to net new ARR. And as you built the 2027 outlook, just how are you thinking about net new ARR expansion potential here on an FX neutral basis? Sorry if I missed what you said on FX contribution assumptions as it relates to 1Q. and the full year, but just trying to unpack that looking ahead. And then my follow-up is going to be on margin. So, an up-income margin, appreciate the update on the 30% target. Just want to dig in on how you're thinking about the potential kind of, you know, the moving parts of that as it relates to gross margin and OPEX components moving forward. Yeah. ...