Earnings roundup: UiPath, HPE, Rubrik, Salesforce, and Snowflake
Briefly

Earnings roundup: UiPath, HPE, Rubrik, Salesforce, and Snowflake
"UiPath performed significantly better in the third quarter of fiscal year 2026 (ending October 31) than a year earlier. Revenue rose to $411 million, while the company turned from a small loss to a clear profit. This profit growth is mainly due to a higher gross margin and tight cost control. Importantly, recurring cloud revenue continues to grow. Agent-based automation and broader use of AI features are attracting new customers. Partnerships with Microsoft, Deloitte, and other cloud players are also helping to drive growth."
"HPE saw total revenue in the fourth quarter of fiscal year 2025 increase by 14 percent to approximately $9.7 billion. This growth is mainly due to the acquisition of networking company Juniper. At the same time, revenue from servers and hybrid cloud declined, following an earlier catch-up in hardware. The company is emphasizing higher margins, strong demand for AI servers, and a faster-growing network division. HPE is positioning itself emphatically as a network group with related services, rather than a traditional hardware company."
UiPath reported Q3 fiscal 2026 revenue of $411 million and moved from a small loss to a clear profit, driven by higher gross margins and tight cost control. Recurring cloud revenue increased while agent-based automation and broader AI features attracted new customers. Partnerships with Microsoft, Deloitte, and other cloud providers supported growth. UiPath expects continued revenue growth and slightly higher margins in the next quarter, but remains cautious about longer-term outlook. HPE reported Q4 fiscal 2025 revenue of about $9.7 billion, boosted by the Juniper acquisition, with rising demand for AI servers, expanding networking margins, and GreenLake recurring revenue.
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