Скачать или смотреть UiPath Q2 FY26 Earnings Call: Strong Growth in Agentic Automation & AI! (PATH Stock Update)

*UiPath (NYSE: PATH), the global leader in agentic automation, reports impressive financial results for its Second Quarter Fiscal 2026, ended July 31, 2025!* Discover how UiPath is driving the future of enterprise transformation by combining automation and AI.

In Q2 FY26, UiPath delivered:
**Revenue of $362 million**, a **14% increase year-over-year**, exceeding analyst expectations.
**Annualized Renewal Run-rate (ARR) of $1.723 billion**, up **11% year-over-year**.
*Non-GAAP Operating Income of $62 million**, reflecting a **17% margin* and a significant 1,500 basis point improvement year-over-year.
*Strong cash flow* with $42 million from operations and $45 million in non-GAAP adjusted free cash flow.
*Cloud ARR exceeding $1.08 billion**, marking a **25% increase* and showcasing customer migration to cloud solutions.

Daniel Dines, UiPath CEO, emphasizes that *"Automation and AI are stronger together,"* a core tenet driving the company's innovation. The company's agentic automation platform is helping customers autonomously execute and optimize complex business processes with unparalleled control and transparency.

*Key Highlights & Product Innovation:*
*UiPath Maestro* unifies AI agents, robots, and humans across systems, ensuring measurable and repeatable outcomes.
Over *450 customers are actively developing agents* using **Agent Builder**, targeting high-impact use cases like accidental claims for Voya Financial and complaints management for an international mobility service provider.
*UiPath Coded Agents* offer developers flexibility to customize and deploy secure, auditable agents, supporting open-source frameworks like LangChain and LlamaIndex.
The new *UiPath Data Fabric* provides a unified data layer, empowering agents with trusted, context-rich data and seamless integration.
**Intelligent Document Processing (IXP)**, now in general availability, helps customers like Coronis Ajuba Solutions automate data extraction from millions of pages, reducing errors by 35%.
UiPath continues its leadership, being recognized for the **seventh consecutive year as a Leader in the 2025 Gartner® Magic Quadrant™ for Robotic Process Automation**.

*Strategic Partnerships & Customer Momentum:*
Deepened collaboration with *Deloitte* on ERP modernization to SAP S/4HANA and Agentic Global Business Services.
Strategic partnership with *HCLTech* to accelerate agentic automation for global enterprises.
Strengthened alliance with **Microsoft**, reinforcing UiPath as their preferred enterprise agentic automation platform, including the Autopilot plugin for Copilot and Teams.
Increased high-value customers: *2,432 customers with $100K+ ARR* and **320 customers with $1M+ ARR**.
New enterprise logos include Henry Schein, Watches of Switzerland Group, Community Financial Credit Union, and The Vita Coco Company. The *U.S. public sector* shows strong momentum with key customers like the United States Navy and the IRS.

*Fiscal Year 2026 Outlook:*
*Q3 FY26 revenue guidance:* $390 million to $395 million.
*Full-year FY26 revenue guidance:* $1.571 billion to $1.576 billion.
While agentic capabilities are in early adoption, they are expected to significantly contribute to monetization and platform value beyond FY26.

UiPath's stock saw a modest increase in after-hours trading, reflecting positive investor sentiment and strong financial fundamentals, including impressive gross profit margins and a healthy balance sheet.

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