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Jan 31
UiPath Q4 2025 Earnings Report
UiPath reported a 5% year-over-year revenue increase and strong ARR growth.
Key Takeaways
UiPath achieved Q4 FY25 revenue of $424 million, reflecting a 5% YoY increase. The company reported a GAAP EPS of $0.09 and a non-GAAP EPS of $0.26. ARR grew 14% YoY to $1.666 billion, with net new ARR of $60 million. UiPath continued to expand its AI automation capabilities and announced the acquisition of Peak AI.
Revenue reached $424 million, a 5% YoY increase.
ARR grew 14% YoY to $1.666 billion.
GAAP operating income was $34 million, while non-GAAP operating income was $134 million.
Net cash flow from operations totaled $146 million.
UiPath
UiPath
UiPath Revenue by Segment
Revenue by Segment
Licenses Revenue
CapyFin.comSubscription Services Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
UiPath expects Q1 FY26 revenue between $330 million and $335 million, with ARR increasing to approximately $1.686 billion to $1.691 billion.
Positive Outlook
- Revenue expected to range from $330 million to $335 million in Q1 FY26.
- ARR projected to increase to approximately $1.686 billion to $1.691 billion.
- Non-GAAP operating income forecasted at approximately $45 million for Q1 FY26.
- Continued AI-driven automation innovation expected to drive future growth.
- Acquisition of Peak AI to enhance AI-native automation capabilities.
Challenges Ahead
- Macroeconomic uncertainty, particularly in the U.S. public sector, could impact demand.
- Competitive landscape remains challenging in the automation sector.
- Potential fluctuations in foreign exchange rates may affect revenue growth.
- Operational expenses may rise due to increased investment in AI innovation.
- Stock repurchases limit available capital for further acquisitions and expansion.
Revenue & Expenses
Visualization of income flow from segment revenue to net income