UiPath : 4Q 2025 Earnings Presentation

Published: 2025-03-12 18:26:05 ET PATH

4Q FY 2025 Earnings Supplemental Slides

Financial highlights

4Q 2025

FY 2025

Revenue

$424M

$1.430B

Revenue growth year-over-year

5%

9%

ARR1

$1.666B

ARR1 growth year-over-year

14%

GAAP operating income (loss)

$34M

$(163)M

GAAP operating margin

8%

(11)%

Non-GAAP operating income2

$134M

$241M

Non-GAAP operating margin2

32%

17%

Non-GAAP adjusted free cash flow2

$145M

$328M

Non-GAAP adjusted free cash flow margin2

34%

23%

Notes:

Record Quarterly GAAP & Non-GAAP Operating Margin

Product Strategy - Agentic Automation and Agentic Testing

Enterprise Agents

Trustworthy AI agents that act independently and make dynamic decisions

Best-in-class Automation

Core automation and integrated value across the platform including RPA, API, IDP, Test, PM

Agentic Orchestration

End-to-end workflows for business outcomes across robots, agents, and people

Trusted Cloud

Cloud-first innovation with enterprise-grade governance and reliability

4

1

The largest preview waitlist in

our history

~3,000

Agents created as part of the

Agent Builder preview

Notes:

5

1. Agent Builder is currently in private preview

Introducing agentic orchestration1

Orchestrate AI agents, robots, and people to achieve business outcomes.

UiPath is introducing an experience that enables customers to model, implement, operate, monitor, and optimize their long-running workflows and processes while managing them effectively at scale.

Now in Public Preview

Notes:

6

1. Agentic Orchestration is currently in public preview

Introducing agentic testing1 powered by Test Cloud1: supercharging testing with AI agents

Augment your expertise with the power of advanced AI across the entire testing lifecycle.

Notes:

1. Agentic Testing and Test Cloud will be generally available in 1Q 2026

Agents with AI at their core

Resilient end-to-end test automation

Production-grade architecture and governance

Fully-featured testing offering

Enterprise-ready

AI Trust Layer

Embedded in the UiPath Platform

Specialized agents for pricing optimization and inventory management.

Pricing

Inventory Management

• Leverage AI across all SKUs

• Understand demand and

• Optimize price setting and strategy

embrace volatility

• Protect margin

• Minimize excess inventory

• Increase competitiveness

• Optimize safety stock

• Reduce shipping costs

• Maintain healthy working capital

8

Autopilot for Everyone1 uniquely…

Meets you where you do

Incorporates your

work, in your context

organizational knowledge

Improves automation discovery and creation

Features interactive chat

powered by GenAI

Provides access to best-in-class UiPath specialized AI models

Enables IT to govern data with enterprise security and privacy

Notes:

9

1. Autopilot for Everyone is currently generally available

Global network of partners1

Tech Partners

GTM Partners

10

1. Partner sources can be found on https://www.uipath.com/partners

Disclaimer

UiPath Inc. published this content on March 12, 2025, and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on March 12, 2025 at 22:25:09.940.