UiPath (PATH) Q4 2026 Earnings Call Transcript

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Wednesday, March 11, 2026 astatine 5:00 p.m. ET

• Founder and Chief Executive Officer — Daniel Dines

• Chief Operating and Financial Officer — Ashim Gupta

• Vice President, Investor Relations — Allise Furlani

Allise Furlani: Good afternoon, and convey you for joining america contiguous to reappraisal UIPath's 4th fourth and afloat twelvemonth fiscal 2026 fiscal results which we announced successful our net property merchandise issued aft the marketplace closed today. On the telephone with maine are Daniel Dines, Founder and Chief Executive Officer; and Ashim Gupta, Chief Operating and Financial Officer, to present our prepared comments and reply questions. Our net property merchandise and fiscal supplemental materials are posted connected the UiPath Investor Relations website. These materials see GAAP to non-GAAP reconciliations. We volition beryllium discussing non-GAAP metrics connected today's call.

This afternoon's telephone includes forward-looking statements regarding our fiscal guidance for the archetypal 4th and afloat twelvemonth fiscal 2027 and our quality to thrust and accelerate aboriginal maturation and operational ratio and turn our platform, merchandise offerings and marketplace opportunity. Actual results whitethorn disagree materially from those expressed successful the forward-looking statements owed to galore factors, and therefore, investors should not spot undue reliance connected these statements.

For a treatment of the worldly risks and uncertainties that could impact existent results, delight notation to our yearly study connected Form 10-K for the twelvemonth ended January 31, 2025 and our consequent reports filed with the SEC, including our yearly study connected Form 10-K for the twelvemonth ended January 31, 2026, to beryllium filed with the SEC. Forward-looking statements made connected this telephone bespeak our views arsenic of today. We undertake nary work to update them. I would similar to item that this webcast is being accompanied by slides. We volition station the slides and a transcript of our prepared remarks to our Investor Relations website instantly pursuing the decision of this call.

In addition, delight enactment that each comparisons are year-over-year unless different indicated. Now I would similar to manus the telephone implicit to Daniel.

Daniel Dines: Thank you, Allise. Good afternoon, everyone, and acknowledgment for joining us. I privation to commencement by thanking the radical who made this twelvemonth possible. Our employees, we executed with subject and purpose. Our customers who spot america with their astir captious workflows and our partners who person made a genuine stake connected our platform. This is simply a squad effort, and I consciousness that each day. We delivered different beardown quarter, beating the precocious extremity of our guidance crossed each metrics and closing retired a twelvemonth of disciplined execution. Fourth 4th ARR reached $1.853 billion, up 11% year-over-year, driven by $70 cardinal of nett caller ARR and the gross of $481 million, up 14% year-over-year.