Software & data
UiPath
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
UiPath sells automation software, licenses and services. Its agentic platform, document processing and Maestro orchestration can support paid customer expansion, but AI participation in a deal does not isolate the amount billed for AI.
Earnings and disclosures
Latest verified results: Q2 FY2027 (ended July 31, 2026) · Released 2026-09-03
Next results: No next results date listed in the official event listings checked 2026-10-18.
The current official calendar states that no upcoming events are scheduled.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q2 2027, ended July 31, UiPath reported $410 million of revenue, $1.938 billion of ARR, $32 million of GAAP operating income and $1.405 billion of cash and securities. AI-product ARR was nearly $200 million at the prior fiscal year-end; that historical figure is not current quarterly revenue.
ir.uipath.com · 2026-09-03 ↗ · d1io3yog0oux5.cloudfront.net ↗ · ir.uipath.com ↗
Delivery and commitments
Management said AI featured in 18 of the latest 20 largest deals, compared with 16 in the preceding quarter, and described paid customer expansions. September platform releases added features, while current AI-specific ARR was not updated.
d1io3yog0oux5.cloudfront.net ↗ · d1io3yog0oux5.cloudfront.net ↗
Costs, funding and dependencies
Customer implementation, governance, usage and renewal affect monetization. Large-deal counts do not reveal AI contract dollars, and aggregate platform revenue includes non-AI automation. The historical AI ARR measure also covers several different products.
d1io3yog0oux5.cloudfront.net ↗ · d1io3yog0oux5.cloudfront.net ↗
What to watch next
Track recurring paid adoption and AI-product ARR on a consistent basis. No separately dated AI-only revenue or customer-acceptance target was disclosed in the cited quarterly material.
ir.uipath.com · 2026-09-03 ↗ · d1io3yog0oux5.cloudfront.net ↗
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.
