NYSE$PATH
UiPath Inc. · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
UiPath's ARR grew 60% year-over-year to $726.5 million, driven by record net new ARR of $73.9 million.
UiPath announced strong second quarter fiscal 2022 financial results, with ARR growing 60 percent year-over-year to $726.5 million. The company added more than 9,100 customers and achieved a dollar-based net retention rate of 144 percent. Revenue increased 40 percent year-over-year to $195.5 million.
- ARR of $726.5 million as of July 31, 2021, increased 60 percent year-over-year.
- Net new ARR of $73.9 million increased 33 percent year-over-year.
- Revenue of $195.5 million increased 40 percent year-over-year.
- Dollar-based net retention rate of 144 percent.
Headline financials
Revenue & EPS history
UiPath · Revenue · Quarterly
$196M
Revenue by segment
UiPath · $196M total across 3 segments · Q2 2022
- Licenses$95.5M—48.9%
- Subscription Services$90.3M—46.2%
- Professional Services$9.66M—4.9%
Forward guidance
For the fiscal third quarter 2022, UiPath expects: ARR in the range of $796 million and $798 million as of October 31, 2021, Revenue in the range of $207 million and $209 million and Non-GAAP operating loss in the range of $(30) million and $(15) million. For the fiscal full year 2022, UiPath expects: ARR in the range of $876 million and $881 million as of January 31, 2022
Tailwinds
- ARR in the range of $796 million and $798 million as of October 31, 2021
- Revenue in the range of $207 million and $209 million
- ARR in the range of $876 million and $881 million as of January 31, 2022
Headwinds
- Non-GAAP operating loss in the range of $(30) million and $(15) million
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2022
-2.2%
Avg return
Earnings day
-2.7%
Avg return
5 days after
-7.6%
Avg return
30 days after
38%
9 / 24 earnings
Positive
+26.0%
Q3 2024
Best reaction
-35.6%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| Q4 2026 | -8.0% | -3.2% | -24.2% | |
| Q3 2026 | +24.4% | +27.7% | +6.9% | |
| Q2 2026 | +5.9% | +7.0% | +18.9% | |
| Q1 2026 | +2.9% | +0.9% | -1.6% | |
| Q4 2025 | -15.7% | -9.1% | -8.1% | |
| Q3 2025 | -3.4% | -4.0% | -13.4% | |
| Q2 2025 | -5.9% | -5.4% | -1.8% | |
| Q1 2025 | -35.6% | -36.4% | -32.4% | |
| Q4 2024 | -7.7% | -6.4% | -15.9% | |
| Q3 2024 | +26.0% | +24.2% | +25.0% | |
| Q2 2024 | +11.7% | +18.5% | +3.3% | |
| Q1 2024 | -12.7% | -6.1% | -5.4% | |
| Q4 2023 | +19.9% | +14.6% | +12.8% | |
| Q3 2023 | +16.5% | -0.2% | +1.9% | |
| Q2 2023 | -14.0% | -9.1% | -15.1% | |
| Q1 2023 | +15.1% | +13.6% | +9.6% | |
| Q4 2020 | -0.5% | -10.1% | -13.8% | |
| Q4 2022 | -31.2% | -27.4% | -43.2% | |
| Q3 2021 | -7.5% | -10.4% | -16.7% | |
| Q3 2022 | +0.1% | -7.4% | -16.6% | |
| Q2 2021 | -12.9% | -11.1% | -17.7% | |
| Q2 2022 | -10.9% | -12.7% | -17.4% | |
| Q4 2021 | -2.6% | -8.2% | -9.9% | |
| Q1 2022 | -7.0% | -3.2% | -7.4% | |
| Q1 2021 | — | — | — |
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