UiPath, Inc. (PATH) Earnings Call Transcripts

UiPath, Inc.'s Latest Earnings Call - Q1 FY2027

In the first quarter of fiscal 2027, UiPath, Inc. (PATH:US) reported revenue of $418 million, reflecting a 17% year-over-year increase, and achieved its first GAAP profitability with a net income of $28 million. The company exceeded its guidance across all key financial metrics, driven by strong demand for its automation solutions, particularly in AI and process orchestration. Management raised guidance for the second quarter, expecting revenue between $395 million and $400 million, and for the full fiscal year, projecting revenue of $1.776 billion to $1.781 billion, indicating continued confidence in growth despite macroeconomic uncertainties.

Reported metrics

Guidance from management

Management raised guidance for Q2 2027 to revenue of $395 million to $400 million and for full fiscal year 2027 to revenue of $1.776 billion to $1.781 billion, reflecting confidence in ongoing growth despite macroeconomic challenges.

What management said

No. We actually feel like the environment has stayed relatively stable versus what we saw in the first quarter -- sorry, when we guided into the first quarter earlier this year, Bryan, I think we actually feel very positive about the momentum in the business, the health of our pipeline and the conversion rates and the predictability. The customer conversations are going really well. A lot of the pilots are beginnin...

We don't -- consumption-based revenue is a very small part of what we do. We still have -- the subscription really dominates our pricing model and per seat pricing as well, that is not the majority of what we do. We are really selling executions as well as kind of our typical server-based pricing that we have for unintended robots in particular. I just -- I'd really emphasize again, personal productivity is a very sm...

What analysts pressed on

Analysts expressed concerns about the concentration of customer attrition among smaller clients, which could impact future growth. There were also questions about the sustainability of revenue growth relative to ARR growth, as revenue has been outpacing ARR in recent quarters.

Main topics on the call

• Strong Revenue Growth — UiPath reported a revenue of $418 million, up 17% year-over-year, driven by a robust demand for automation solutions. Management noted, "We delivered a strong start to fiscal 2027, once again exceeding our guidance acros...
• First GAAP Profitability — For the first time in its history, UiPath achieved GAAP profitability with a net income of $28 million. This milestone reflects improved operational efficiency, as stated by Ashim Gupta, "We delivered a GAAP profitable f...
• ARR Growth — Annual Recurring Revenue (ARR) reached $1.901 billion, up 12% year-over-year, with $49 million of net new ARR. Management highlighted that "customers generating more than $30,000 in ARR grew 7% year-over-year," indicatin...
• AI Product Adoption — Management noted that 16 of the top 20 deals included AI components, with expansion deals that included AI being six times larger than those without. This reflects a growing trend in customer demand for AI integration, a...

Read the full UiPath, Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 43 UiPath, Inc. earnings call transcripts on record, spanning June 8, 2021 to September 3, 2026. Based on this history, UiPath, Inc. reports quarterly. The most recent call on file is dated September 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PATH

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

43

First call

June 8, 2021

Most recent

September 3, 2026

Reporting cadence

quarterly