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Apr 30

UiPath Q1 2026 Earnings Report

UiPath reported its Q1 2026 financial results, with moderate revenue growth and a narrowed net loss.

Key Takeaways

UiPath generated $356,624,000 in revenue during Q1 FY26 and reported a GAAP net loss of $22,555,000. Despite continued losses, the company exceeded guidance, grew ARR to $1.693 billion, and advanced its AI product offerings.

Revenue reached $356.6 million, a 6% increase YoY

Net loss narrowed to $22.6 million from $28.7 million last year

ARR climbed to $1.693 billion, up 12% YoY

Launched agentic automation platform and Test Cloud, reinforcing AI-led strategy

Total Revenue
$357M
Previous year: $335M
+6.4%
EPS
$0.11
Previous year: $0.13
-15.4%
Annualized Renewal Run-rate
$1.69B
Previous year: $1.51B
+12.0%
Net New ARR
$27M
Net Retention Rate
108%
Gross Profit
$293M
Previous year: $280M
+4.6%
Cash and Equivalents
$701M
Previous year: $1.15B
-38.9%
Free Cash Flow
$117M
Previous year: $101M
+15.6%
Total Assets
$2.64B
Previous year: $2.84B
-7.0%

UiPath

UiPath

UiPath Revenue by Segment

Forward Guidance

UiPath anticipates Q2 FY26 revenue between $345M–$350M and FY26 revenue between $1.549B–$1.554B, with improving non-GAAP profitability and steady ARR growth.

Positive Outlook

  • Revenue and EPS exceeded guidance in Q1
  • ARR expected to rise to $1.825 billion by FY26 end
  • Non-GAAP operating income forecasted at $305 million for the year
  • Gross margins remain strong, supporting profitability
  • Momentum building around agentic automation and AI partnerships

Challenges Ahead

  • UiPath continues to report GAAP net losses
  • License revenue declined YoY
  • Stock-based compensation remains a significant cost
  • Cash outflows from share repurchases and acquisitions
  • Revenue guidance for Q2 shows limited sequential growth

Revenue & Expenses

Visualization of income flow from segment revenue to net income