Earnings call analysis

UiPath (PATH) Q2 FY2027 Earnings Call: Guidance and Outlook

The company provided guidance for the third quarter and full fiscal year 2027, maintaining a prudent outlook while accounting for foreign exchange headwinds.

About UiPath. UiPath Inc. delivers a comprehensive automation ecosystem, specializing in Robotic Process Automation (RPA) solutions, with a significant presence in the United States, Romania, and Japan. The company's integrated software suite empowers organizations to design, administer, execute, interact with, evaluate, and oversee their automation initiatives.

Call date

Sep 3, 2026

Sentiment score

+35 Balanced

Management tone, -100 to +100

Sentiment change

+10

vs Q1 FY2027 call

Sector

Information Technology, Software

Next report

Dec 3, 2026

View calendar

Quarterly guidance

Revenue: $440 million to $445 million
ARR: $1.992 billion to $1.997 billion
Non-GAAP Operating Income: Approximately $100 million

Annual guidance

Revenue: $1.789 billion to $1.794 billion
ARR: $2.065 billion to $2.070 billion
Non-GAAP Operating Income: Approximately $445 million
Non-GAAP Adjusted Free Cash Flow: Approximately $425 million

Outlook

Market Demand: Customers are increasingly looking for a single platform to orchestrate end-to-end processes and consolidate point solutions.
AI Strategy: The company believes in combining deterministic automation with AI to provide reliability, security, and lower costs.
Sales Execution: Management sees improved sales execution and reduced customer confusion regarding AI adoption.
Federal Business: The federal pipeline is strong, with significant work being done in the Department of War and other agencies.
Pricing: The company is moving toward outcome-based pricing for its agentic offerings.

Sources and method

Dombey's summary of the UiPath Q2 FY2027 earnings call held Sep 3, 2026, written from the call itself. Every figure on this page was checked against what was said on the call, and quoted lines are management's own words; we do not add estimates or prices. The tone score is our read of management's wording, guidance and answers. Check figures against the company's SEC filings before acting. This is research, not investment advice.

Updated Nov 9, 2026. All earnings call analyses

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