Q2 2025 UiPath Inc Earnings Call Transcript
Key Points
- UiPath Inc (PATH) exceeded the high end of its guidance across all key financial metrics for the second quarter of fiscal 2025.
- Annual Recurring Revenue (ARR) increased by 19% year-over-year to $1.551 billion.
- Second quarter revenue was $360 million, with a non-GAAP adjusted free cash flow of $49 million.
- The company has seen strong adoption of its AI-powered automation platform, with significant customer success stories.
- UiPath Inc (PATH) has made strategic partnerships and expansions, including with SAP and Deloitte, enhancing its market reach and customer success.
- The company had to make the difficult decision to reduce its workforce to streamline operations and drive efficiencies.
- Despite the positive financial metrics, the macroeconomic environment remains variable, impacting customer behavior.
- There is ongoing confusion among customers about the integration of AI and RPA, which could affect adoption rates.
- The company reported a GAAP operating loss of $103 million, including $94 million of stock-based compensation expense.
- UiPath Inc (PATH) is still in the early stages of implementing several strategic changes, and the full impact of these changes is yet to be seen.
Hello, and welcome to the UiPath second quarter 2025 earnings conference call and webcast. (Operator Instructions) As a reminder, this conference is being recorded.
It's now my pleasure to turn the call over to Allise Furlani, Investor Relations. Please go ahead.
Good afternoon, and thank you for joining us today to review UiPath's second quarter fiscal 2025 financial results, which we announced in our earnings press release issued after the market closed today. On the call with me are Daniel Dines, UiPath's Chief Executive Officer; and Ashim Gupta, Chief Financial Officer, to deliver our prepared comments and answer questions.
Our earnings press release and financial supplemental materials are posted on the UiPath Investor Relations website, ir.uipath.com. These materials include GAAP to non-GAAP reconciliations, which we will be discussing on today's call.
This afternoon's call includes forward-looking statements about our ability to drive growth and operational
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