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Jul 31, 2021

UiPath Q2 2022 Earnings Report

UiPath's ARR grew 60% year-over-year to $726.5 million, driven by record net new ARR of $73.9 million.

Key Takeaways

UiPath announced strong second quarter fiscal 2022 financial results, with ARR growing 60 percent year-over-year to $726.5 million. The company added more than 9,100 customers and achieved a dollar-based net retention rate of 144 percent. Revenue increased 40 percent year-over-year to $195.5 million.

ARR of $726.5 million as of July 31, 2021, increased 60 percent year-over-year.

Net new ARR of $73.9 million increased 33 percent year-over-year.

Revenue of $195.5 million increased 40 percent year-over-year.

Dollar-based net retention rate of 144 percent.

Total Revenue
$196M
Previous year: $139M
+40.3%
EPS
$0.01
Previous year: -$0.1
-110.0%
Annualized Recurring Revenue
$727M
0
Gross Profit
$160M
Previous year: $125M
+28.3%
Cash and Equivalents
$1.83B
Previous year: $451M
+305.1%
Free Cash Flow
-$7.44M
Previous year: $28.1M
-126.5%
Total Assets
$2.35B

UiPath

UiPath

UiPath Revenue by Segment

Forward Guidance

For the fiscal third quarter 2022, UiPath expects: ARR in the range of $796 million and $798 million as of October 31, 2021, Revenue in the range of $207 million and $209 million and Non-GAAP operating loss in the range of $(30) million and $(15) million. For the fiscal full year 2022, UiPath expects: ARR in the range of $876 million and $881 million as of January 31, 2022

Positive Outlook

  • ARR in the range of $796 million and $798 million as of October 31, 2021
  • Revenue in the range of $207 million and $209 million
  • ARR in the range of $876 million and $881 million as of January 31, 2022

Challenges Ahead

  • Non-GAAP operating loss in the range of $(30) million and $(15) million

Revenue & Expenses

Visualization of income flow from segment revenue to net income