UiPath Inc
uipath.comWhat Do They Do?
Sells subscriptions for hosted automation software and support that help enterprises coordinate business processes using software robots, artificial intelligence agents, and people.
10-K for FY2026, filed Mar 25, 2026We generate subscription services revenue through the provision of: (1) maintenance and support services, which include technical support…View ↗
The UiPath Platform™ is an integrated enterprise software platform that enables AI agents, robots, people, and models to work together…View ↗
Enterprise Agent Builder: UiPath Agent Builder enables enterprises to create, customize, and deploy intelligent agents that think, plan…View ↗
How Do They Make Money?
Customers buy hosted software access and support over a contract term; hosted access is invoiced when access begins or annually, and support with the related license or annually. Licenses are invoiced when provided or annually, and services as performed or in advance; payment is generally due within 30 to 60 days of an invoice.
10-K for FY2026, filed Mar 25, 2026We generate subscription services revenue through the provision of: (1) maintenance and support services, which include technical support…View ↗
Customers do not have the contractual right to take possession of the software underlying our SaaS products. Therefore, SaaS products are…View ↗
Maintenance and support represent stand-ready obligations for which revenue is recognized ratably over the term of the arrangements. For…View ↗
Our term licenses (typically sold as a portion of flexible deployment offerings), provide customers the right to use software for a…View ↗
Professional services and other revenue consists of fees associated with professional services, including deployment of agentic automation…View ↗
Payment terms and conditions vary by contract type, although terms generally require payment within 30 to 60 days of the invoice date. In…View ↗
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10-K for FY2026, filed Mar 25, 2026
FY2026 revenue by product or service ↗
$1.6B
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10-K for FY2026, filed Mar 25, 2026
$1.6B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Licenses
Licensed
10-K for FY2026, filed Mar 25, 2026 |
38%
FY2023: 47%
|
Licenses, FY2026
$606.4M Sources
|
Licensed |
|
Subscription services
Recurring
10-K for FY2026, filed Mar 25, 2026 |
59%
FY2023: 48%
|
Subscription services, FY2026
$954.5M Sources
|
Recurring |
|
Professional services and other
Recurring
|
3.1%
FY2023: 4.9%
|
Professional services and other, FY2026
$49.7M Sources
|
Recurring |
Who Are Their Customers?
UiPath sells directly through its sales team and through channel partners and systems integrators. Its customers include enterprises in financial services, healthcare, retail, and other industries.
10-K for FY2026, filed Mar 25, 2026We sell our platform through a direct sales team, supported by pre-sales and forward deployed engineers and our professional services…View ↗
We have a large and diversified customer base that is using the UiPath Platform to drive efficiency and performance across a broad range of…View ↗
Our business partners include global and regional system integrators, value-added resellers, and business consultants that enhance our…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 18 cents of every revenue dollar as net income in FY2026 and turned 22 cents into free cash flow.
10-K for FY2026, filed Mar 25, 2026
$56.8MView ↗
10-K for FY2026, filed Mar 25, 2026
$282.3MView ↗
10-K for FY2026, filed Mar 25, 2026
$352.2MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2027, filed Sep 8, 2026
$36.1MView ↗
- ▲ +2178%
- vs $1.6M in Q2 FY2026
10-Q for Q2 FY2027, filed Sep 8, 2026
Open tableView ↗
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Sep 3, 2026
Named a new CFO and issued fiscal 2027 guidance
Hitesh Ramani became CFO as Ashim Gupta continued as COO; full-year revenue guidance was $1.789 billion to $1.794 billion.
Sources
8-K, filed Sep 3, 2026
Revenue in the range of $1.789 billion to $1.794 billion ARR in the range of $2.065 billion to $2.070 billion as of January 31, 2027…View ↗
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May 28, 2026
Issued fiscal 2027 revenue guidance
The company forecast full-year revenue of $1.776 billion to $1.781 billion.
Sources
8-K, filed May 28, 2026
Revenue in the range of $1.776 billion to $1.781 billion ARR in the range of $2.058 billion to $2.063 billion as of January 31, 2027…View ↗
Growing. Revenue grew 81% in 4 years, from $892.3M in FY2022 to $1.6B in FY2026, about 16% a year.
Automation adds agent-led workflows
Automation has broadened from software robots using AI to include agents that can plan and act within coordinated workflows alongside robots and people.
10-K for FY2023, filed Mar 24, 2023 10-K for FY2026, filed Mar 25, 2026
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