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UiPath Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Financial performance and customer growth
Q3 revenue reached $411 million, up 16%, with strong operating income and free cash flow; first third quarter of GAAP profitability and on track for full-year GAAP profitability.
Large customer base continues to expand, with over 2,500 customers above $100,000 and 330+ above $1 million, both growing double digits year over year.
Net new ARR has stabilized and is now net positive, with ARR and net new ARR highlighted as primary metrics for tracking performance.
Net dollar expansion rate for $100,000–$1 million customers is 113%, with continued momentum in moving customers into higher spending categories.
Revenue guidance is in the low double digits for the year, with ARR at 11% and strong correlation between ARR and revenue on a trailing 12-month basis.
Market dynamics and sector performance
Public sector remains dynamic but offers long-term opportunity, with key deals closed in the Social Security Administration and Coast Guard.
Federal shutdown had no material impact due to focus on mission-critical areas and Department of Defense shielding.
Commercial momentum was strong in the Americas, especially in healthcare and financial services, with pockets of international strength in Australia and New Zealand.
Customer demand is variable, with budgets scrutinized for high ROI projects and renewed interest in productivity initiatives.
AI, automation, and product strategy
AI is seen as a major growth opportunity, enabling automation of more complex, reasoning-based process steps and revitalizing demand for deterministic automation.
Process orchestration is increasingly important, with the Maestro product enabling governance and visualization of complex workflows involving humans, robots, and agents.
Agentic automation is in early stages but progressing, with 750+ companies building agents and some moving from pilots to production and orders.
Monetization strategy includes both subscription and consumption models, with Agentic and AI units as key vehicles, and a focus on ROI to drive adoption.
Agentic adoption progress and monetization
Where does UiPath uniquely compete in automation?
Impact of org changes on net new ARR & NDER?
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Frequently asked questions
Pioneers of Automation Software
UiPath Inc., often simply referred to as UiPath, is a leading company in robotic process automation (RPA). The company has been making significant strides in the software industry since its inception in 2005, with a mission to automate repetitive tasks that would otherwise be handled manually in businesses. Headquartered in New York, UiPath has become a global player, helping companies worldwide improve their efficiency and productivity with the help of automation.
Origins and growth
UiPath was founded in Bucharest, Romania by Daniel Dines and Marius Tirca. The company started as a modest outsourcing firm but soon pivoted to focus on developing RPA software. Their technology was quickly recognized for its potential to transform business processes, and UiPath saw rapid growth. Today, UiPath serves thousands of customers around the world, from small businesses to Fortune 500 companies, and is considered a leader in the RPA market.
Innovating through robotic process automation
At the core of UiPath's offering is its RPA software, which allows businesses to create software robots, or 'bots', that can perform repetitive tasks. These tasks can range from processing invoices and data entry to customer service responses. The bots are designed to mimic human actions and can interact with digital systems just like a human user would, but with increased speed and accuracy. This capacity for automation not only improves efficiency but also allows employees to focus on higher-value tasks. Some notable names found on UiPaths customer list include names like Thermo Fisher, Siemens, and Schneider Electric.
Adapting automation for various sectors
UiPath's automation technology has found applications across numerous industries. Whether it's in healthcare, where bots can help with patient data management, or in the finance sector where bots can streamline the processing of loan applications, UiPath's RPA has demonstrated a wide array of use cases. The company also provides solutions catered to specific departments within a business, such as HR and customer service. Regardless of the sector or the size of the business, UiPath offers tools that can enhance productivity and efficiency.
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