Q3 2025 UiPath Inc Earnings Call Transcript
Key Points
- UiPath Inc (PATH) exceeded the high end of their guidance across all key financial metrics, showcasing improved execution and the value of their AI-powered automation platform.
- The company reported a 17% increase in ARR, reaching $1.607 billion, driven by net new ARR of $56 million.
- UiPath Inc (PATH) launched Agentic Automation, which has been well-received by customers and industry analysts, with over 1,000 organizations registered for the private preview.
- The partnership with SAP has been strengthened, integrating UiPath's platform into SAP's Build Process Automation solution, enhancing end-to-end automation capabilities.
- UiPath Inc (PATH) reported a non-GAAP operating income of $50 million and a non-GAAP adjusted free cash flow of $33 million, indicating strong financial health and operational efficiency.
- Despite positive financial results, the macroeconomic environment remains stable with no significant improvement, which could impact future growth opportunities.
- The company is still in the early stages of its partnership with SAP, which may take time to build a substantial pipeline and generate significant revenue.
- UiPath Inc (PATH) faces challenges in fully integrating and enabling their sales team with the new Agentic Automation messaging, which is crucial for capturing market opportunities.
- The company has undergone restructuring efforts, which, while beneficial for operational efficiency, may have caused internal disruptions.
- There is uncertainty in the government sector due to election cycles, which could affect UiPath Inc (PATH)'s ability to capitalize on opportunities for improved government efficiency.
Greetings, and welcome to the UiPath third-quarter 2025 earnings conference call. (Operator Instructions) As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to Monica Gould, Investor Relations for UiPath. Please go ahead, Monica.
Thank you. Good afternoon and thank you for joining us today to review UiPath's third-quarter fiscal 2025 financial results, which we announced in our earnings press release issued after the close of the market today. On the call with me are Daniel Dines, UiPath's Founder and Chief Executive Officer, and Ashim Gupta, Chief Financial Officer and Chief Operating 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. We will be discussing non-GAAP metrics on today's call.
This afternoon's call includes forward-looking statements, including
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