NYSE$PATH
UiPath Inc. · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
UiPath's Q2 2025 financial results were released, showcasing revenue growth and increased ARR.
UiPath reported a 10% year-over-year increase in revenue, reaching $316 million, and a 19% year-over-year increase in ARR, totaling $1.551 billion. The company's cash flow from operations increased to $46 million, with non-GAAP adjusted free cash flow rising to $49 million. Additionally, UiPath announced a $500 million expansion of its stock repurchase program.
- Revenue increased by 10% year-over-year, reaching $316 million.
- ARR increased by 19% year-over-year, totaling $1.551 billion.
- Net new ARR was $43 million.
- The board authorized an additional $500 million for share repurchases.
Headline financials
Revenue & EPS history
UiPath · Revenue · Quarterly
$316M
Revenue by segment
UiPath · $326M total across 3 segments · Q3 2024
- Subscription Services$168M+28.7%51.4%
- Licenses$148M+25.3%45.4%
- Professional Services$10.3M-28.4%3.2%
Forward guidance
For Q3 2025, UiPath expects revenue between $345 million and $350 million, ARR between $1.600 billion and $1.605 billion as of October 31, 2024, and non-GAAP operating income of approximately $27 million. For fiscal year 2025, revenue is expected to be between $1.420 billion and $1.425 billion, ARR between $1.665 billion and $1.670 billion as of January 31, 2025, and non-GAAP operating income of approximately $170 million.
Tailwinds
- Revenue in the range of $345 million to $350 million for Q3 2025.
- ARR in the range of $1.600 billion to $1.605 billion as of October 31, 2024 for Q3 2025.
- Non-GAAP operating income of approximately $27 million for Q3 2025.
- Revenue in the range of $1.420 billion to $1.425 billion for fiscal year 2025.
- ARR in the range of $1.665 billion to $1.670 billion as of January 31, 2025 for fiscal year 2025.
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 2025
-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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