PATH Earnings Prediction
The chart below shows how PATH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PATH sees a -2.61% change in stock price 10 days leading up to the earnings, and a -1.44% change 10 days following the report. On the earnings day itself, the stock moves by -0.52%. This data can give you a slight idea of what to expect for the next quarter's release.
PATH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
354.65M
8.82%
12.14%
Gross Margin
82.02%
-3.13%
2.37%
Operating Margin
-11.37%
-33.59%
-60.37%
Net Margin
-3.00%
-69.01%
-88.98%
EPS
-0.02
-66.67%
-86.67%
No Data Available
PATH Earnings Analysis
UiPath, Inc. Corporation (PATH.N) Earnings Conference Call
Positive
Annual Recurring Revenue Increase: A R R totaled $1.607 billion, an increase of 17%, driven by net new ARR of $56 million.
Third-Quarter Financial Performance: Third-quarter revenue was $355 million and we delivered non-GAAP operating income of $50 million.
Customer Acquisition Success: We ended the quarter with approximately 10,790 customers and are pleased with our focus on the quality of new logos we are acquiring.
Retention Rate Performance: Dollar-based gross retention of 97% continues to be best-in-class and our dollar-based net retention rate for the third quarter was 113%.
Gross Margin Performance: We delivered third quarter overall gross margin of 85% and software gross margin was 89%.
Negative
Third-Quarter Revenue Increase: Third-quarter revenue was $355 million, representing a 9% year-over-year increase, which is lower than expected growth rates.
Operating Loss Analysis: GAAP operating loss was $43 million, including $87 million of stock-based compensation expense, indicating significant financial strain.
Operating Income Margin Analysis: Non-GAAP operating income was $50 million, resulting in a third-quarter non-GAAP operating margin of 14%, which is below industry standards.
Rising Operating Expenses: Operating expenses for the third quarter were $251 million, reflecting increased costs that outpaced revenue growth.
Fourth-Quarter Revenue Outlook: The company expects fourth-quarter revenue to range between $422 million to $427 million, which is lower than previous guidance, indicating potential challenges ahead.
PATH FAQs
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PATH Earning Call Sentiment
UiPath Inc. (PATH) Q3 2025 Earnings Call Transcript
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PATH.N
0.41%Positive
The earnings call summary reveals a positive sentiment with strong financial performance, including a 17% increase in ARR and a 9% increase in revenue. The Q&A section highlights stability in demand, growth in large customer contracts, and interest in new offerings. The share repurchase program also adds to the positive sentiment. While there are some concerns about operational efficiency and foreign exchange impact, the overall outlook is optimistic, especially with the ongoing partnerships and product innovations. The sentiment is adjusted positively due to the strategic focus on automation and expansion.
