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- **Revenue milestone**: First GAAP profitable quarter with $411M revenue (+16% YoY), ARR $1.78B (+11%).
- **Agentic momentum**: 950+ clients in production, 365K processes orchestrated, 80%+ autonomy in key workflows.
- **Partnership power**: OpenAI, Microsoft, NVIDIA integrations expand AI capabilities; Deloitte collaboration drives testing automation.
- **Operational strength**: 21% non-GAAP margin, $1.5B cash, and 107% net retention rate.
- **Q4 outlook**: Revenue $462-467M, ARR $1.84B-$1.85B, with net new ARR growth resuming.

**【CEO Summary Section】**
- Q3 revenue reached $411 million, up 16% YoY, with ARR of $1.782 billion (11% growth). GAAP operating income turned positive for the first time.
- Agentic Automation adoption accelerated, with 950+ customers developing agents and 365,000 processes orchestrated via Maestro.
- ScreenPlay and Agent Builder enhancements drove 30%+ time-to-value improvements for clients like Corewell Health and USI Insurance.
- New partnerships with OpenAI, Microsoft, and NVIDIA expanded AI integration capabilities.

**【CFO Financial Commentary】**
- Q3 non-GAAP operating income $88M (21% margin), up 700+ bps YoY. GAAP net income $85M, with $1.5B cash on hand.
- Q4 guidance: Revenue $462-467M, ARR $1.844B-$1.849B. Net new ARR growth resumes on constant currency.
- Dollar-based net retention 107%, with 98% gross retention.

**【Q&A Key Highlights】**
- Agentic solutions still early, but 950+ clients in production show 80%+ autonomy in workflows (e.g., U.S. managed care provider).
- Federal sector resilient despite shutdown, with expansions at Coast Guard, VA, and SSA.
- OpenAI collaboration enables direct LLM integration, reducing setup time by 50%.
- Deloitte partnership accelerates testing automation with 1,500+ prebuilt bots.
- AI-related monetization indirect via platform pull-through, with no material top-line impact in 2026.

UiPath Inc. (PATH) Q3 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

PATH

PATH fundamentals

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