"UiPath ( NYSE:PATH) enters earnings with durable fundamentals and a clear platform story. In Q1 FY26, revenue reached $357M, ARR rose 12% to $1.693B, and non-GAAP operating income was $70M (20% margin). Management reiterated that Agentic Automation is gaining traction, but not expected to materially impact FY26; the focus is laying groundwork for a potential FY27 revenue lift. Q2 guide: $345-$350M revenue; FY26 $1.549-$1.554B; Agentic adoption early, revenue impact FY27."
"Agentic ramp & monetization. Early adoption of Agent Builder and Maestro (consumption-based SKU) is promising; management doesn't expect a material FY26 revenue contribution, so pilot-to-production cadence is key. Partner ecosystem & vertical solutions. New bidirectional integration with Microsoft Copilot Studio and LangChain support expand enterprise use cases; health-care summarization with Google Cloud showcases targeted vertical AI. Customer/ARR quality. 10,750 customers; 2,365 at $100k+ ARR; DBNR 108%, gross retention 97%, and RPO up double-digits - watch if these sustain into H2."
UiPath reported Q1 FY26 revenue of $357M, ARR increased 12% to $1.693B, and non-GAAP operating income totaled $70M (20% margin). Management expects Agentic Automation adoption to be early with groundwork laid for a potential FY27 revenue lift, and does not expect material FY26 contribution. Q2 guidance is $345–$350M revenue with roughly $40M non-GAAP operating income and FY26 revenue guidance near $1.55B. Installed base includes 10,750 customers, 2,365 with $100k+ ARR, DBNR 108%, gross retention 97%, and RPO growing double-digits. New integrations with Microsoft Copilot Studio, LangChain, and targeted Google Cloud healthcare use cases expand enterprise workflows.
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