UiPath Revenue Jumps 14 Percent

UiPath(NYSE:PATH) reported second quarter fiscal 2026 results (period ended July 31, 2025) on September 4, 2025, delivering 14% year-over-year revenue growth to $362 million (non-GAAP) and 11% annual recurring revenue (ARR) growth to $1.723 billion (non-GAAP), both above the high end of guidance. The company’s pivot toward agentic automation and disciplined cost management resulted in non-GAAP operating income of $62 million with a 17% margin, representing over 2,500 basis points of non-GAAP margin expansion year-over-year. This summary unpacks material strategic moves, risks, and execution highlights shaping UiPath's long-term thesis, based strictly on the transcript’s content.Cloud annual recurring revenue (ARR) surpassed $1.080 billion at quarter end, growing more than 25% year-over-year as UiPath continued to migrate legacy deployments to hybrid and SaaS models. The May 2025 launch of the AgenTeq orchestration and agent builder offerings resulted in approximately 450 customers actively developing agentic solutions, reflecting demand for next-generation automation across both new and existing customers.This sustained shift in product mix, logo acquisition, and platform adoption signals a durable and growing recurring revenue base anchored by cloud migration and differentiated AI-automation convergence, providing long-term leverage as the customer cohort matures.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool