UiPath (PATH) Fiscal Q2 2027 Earnings Call: ARR Growth, AI Adoption and Guidance
Source Tradingkey
Key Takeaways
- UiPath reported fiscal Q2 2027 revenue of $410 million, up 13% year over year. Excluding an approximately $8 million foreign-exchange headwind, growth was 16%.
- Annualized renewal run-rate, or ARR, reached $1.938 billion, up 12%. Net new ARR increased to $37 million from $31 million a year earlier.
- Non-GAAP operating income rose to $89 million, representing a 22% margin and more than 400 basis points of year-over-year expansion. GAAP operating income was $32 million, marking a fourth consecutive profitable quarter.
- AI featured in 18 of UiPath’s top 20 deals. Management said deals that include AI and the broader platform tend to be larger and support expansion into more complex processes.
- Dollar-based net retention improved to 109%, or 108% adjusted for FX. Customers generating at least $1 million in ARR increased 21% to 387.
- Management expects fiscal 2027 revenue of $1.789 billion to $1.794 billion, ARR of $2.065 billion to $2.070 billion, and non-GAAP operating income of approximately $445 million.
Core Financial Results
| Metric | Fiscal Q2 2027 result | Year-over-year change or context |
|---|---|---|
| Revenue | $410 million | Up 13%; up 16% after normalizing for an approximately $8 million FX headwind |
| ARR | $1.938 billion | Up 12% |
| Net new ARR | $37 million | Up from $31 million |
| Cloud ARR | Approximately $1.3 billion | Up more than 19%; includes hybrid and SaaS |
| Remaining performance obligations | $1.378 billion | Up 14%; up 16% normalized for FX |
| Current RPO | $901 million | Up 14% |
| Overall gross margin | 82% | Non-GAAP |
| Software gross margin | 90% | Non-GAAP |
| Non-GAAP operating income | $89 million | 22% margin, up more than 400 basis points |
| GAAP operating income | $32 million | Compared with a $20 million loss a year earlier |
| Adjusted free cash flow | $31 million | Down from $45 million, mainly due to the timing of tax payments |
| Cash, cash equivalents and marketable securities | $1.4 billion | No debt |
Disclaimer: The content available on Mitrade Insights is provided for informational and marketing purposes only. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research
Nothing in this material constitutes investment advice, personal recommendation, investment research, an offer, or a solicitation to buy or sell any financial instrument. The content has been prepared without consideration of your individual investment objectives, financial situation, or needs, and should not be treated as such.
Past performance is not a reliable indicator of future performance and/or results. Forward-looking scenarios or forecasts are not a guarantee of future performance. Actual results may differ materially from those anticipated.
Mitrade makes no representation or warranty as to the accuracy or completeness of the information provided and accepts no liability for any loss arising from reliance on such information.
Nothing in this material constitutes investment advice, personal recommendation, investment research, an offer, or a solicitation to buy or sell any financial instrument. The content has been prepared without consideration of your individual investment objectives, financial situation, or needs, and should not be treated as such.
Past performance is not a reliable indicator of future performance and/or results. Forward-looking scenarios or forecasts are not a guarantee of future performance. Actual results may differ materially from those anticipated.
Mitrade makes no representation or warranty as to the accuracy or completeness of the information provided and accepts no liability for any loss arising from reliance on such information.
Recommended Articles
Pi Network Price Forecast: Whale Accumulation and Technical Confluence Put PI on Breakout WatchPi Network trades higher near a key $0.247 resistance zone, with whale accumulation, a 50-day EMA/Fibonacci confluence and bullish RSI–MACD signals all putting PI on breakout watch as long as weekly support at $0.221 holds.
Pi Network trades higher near a key $0.247 resistance zone, with whale accumulation, a 50-day EMA/Fibonacci confluence and bullish RSI–MACD signals all putting PI on breakout watch as long as weekly support at $0.221 holds.
Ripple Prime, the institutional prime brokerage platform of Ripple, has integrated Hyperliquid (HYPE) in an effort to expand into the decentralized finance landscape.
Bitcoin (BTC) slides slightly but holds most of the recent gains, reclaiming the 50-day Exponential Moving Average (EMA) at $64,300 at the time of writing on Tuesday after rising 2.5% the previous day.
WTI Price Forecast: Climbs above $86.00 as 100-day SMA breakout comes into playWest Texas Intermediate (WTI) – the benchmark US Crude Oil price – attracts buyers for the second straight day on Tuesday as escalating US-Iran tensions and the standoff over the Strait of Hormuz continue to fuel supply concerns.
West Texas Intermediate (WTI) – the benchmark US Crude Oil price – attracts buyers for the second straight day on Tuesday as escalating US-Iran tensions and the standoff over the Strait of Hormuz continue to fuel supply concerns.
Ripple (XRP) and Stellar (XLM) are showing signs of recovery on Tuesday after rebounding slightly the previous day, following double-digit corrections last week.
