Overview
- UiPath beat Q4 expectations with adjusted EPS of $0.30 versus $0.26 forecast and revenue of $481.11 million versus $464.88 million.
- Annual recurring revenue reached $1.853 billion, up 11% year over year, as management said net-new ARR is stabilizing despite a 5% constant-currency decline.
- The company disclosed $200 million of ARR tied to AI offerings for the first time, spanning agents, the Maestro orchestration platform, and Intelligent Document Processing.
- FY27 guidance called for $1.754 billion to $1.759 billion in revenue and $2.051 billion to $2.056 billion in ARR, with analysts noting the figures include WorkFusion and imply relatively flat organic net-new ARR.
- UiPath recorded $282 million in GAAP net income for FY26, ended the quarter with $1.7 billion in cash and no debt, completed a $1 billion buyback with a new $500 million authorization, and lifted its long-term non-GAAP margin target to 30%.