Story perspectives

UiPath Surpasses Q2 Expectations, Raises Revenue Guidance

9/6/2025

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Summary

Story summary

UiPath reported Q2 FY2026 revenue of $362 million, surpassing expectations by 4.1% and growing 14.4% year-on-year.
Non-GAAP operating income reached $62 million, exceeding analyst estimates.
Annualized renewal run-rate (ARR) rose to $1.72 billion, an 11% year-over-year increase.
Management raised Q3 FY2026 revenue guidance to $390–$395 million and FY2026 to $1.571–$1.576 billion.
Subscription services now account for two-thirds of total revenue, reflecting a shift to recurring revenue models.

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Story summary

UiPath reported Q2 FY2026 revenue of $362 million, surpassing expectations by 4.1% and growing 14.4% year-on-year.
Non-GAAP operating income reached $62 million, exceeding analyst estimates.
Annualized renewal run-rate (ARR) rose to $1.72 billion, an 11% year-over-year increase.
Management raised Q3 FY2026 revenue guidance to $390–$395 million and FY2026 to $1.571–$1.576 billion.
Subscription services now account for two-thirds of total revenue, reflecting a shift to recurring revenue models.