"UiPath delivered $411 million in Q3 revenue, beating estimates by $10 million, with annual recurring revenue of $1.78 billion up 11% year-over-year. The company achieved $13 million in GAAP operating income for the first time, validating CEO Daniel Dines' "agentic automation" vision. The platform now orchestrates AI agents that autonomously handle business processes rather than automating repetitive clicks. Gross margin hit 83%."
"Palantir crushed expectations with $1.18 billion in quarterly revenue, $89 million above estimates. U.S. commercial revenue exploded 121% year-over-year to $397 million, while government revenue climbed 52% to $486 million. The company closed $2.76 billion in total contract value, up 151% from last year. CEO Alex Karp highlighted a Rule of 40 score of 114%. Adjusted operating margin reached 51%."
UiPath reported $411 million in Q3 revenue, beating estimates and reaching $1.78 billion in annual recurring revenue, up 11% year-over-year. The company posted $13 million in GAAP operating income for the first time and achieved an 83% gross margin while positioning its platform to orchestrate AI agents that autonomously handle business processes. Management projects Q4 revenue of $462–$467 million and non-GAAP operating income near $140 million. Palantir generated $1.18 billion in quarterly revenue, up 63%, with U.S. commercial revenue up 121% and government revenue up 52%, closed $2.76 billion in contract value, and reported a 51% adjusted operating margin.
Read at 24/7 Wall St.
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