Overview
- UiPath reported first-quarter fiscal 2027 results on May 28, with annual recurring revenue of $1.901 billion, revenue of about $418 million, and revenue growth of roughly 17% year over year.
- The company delivered its first GAAP-profitable quarter and recorded $92 million in non-GAAP operating income, equal to a 22% operating margin, signaling tighter cost control and margin focus.
- Management said agentic AI products are moving from pilot to production and noted that 16 of the top 20 deals included AI features while announcing UiPath for coding agents to speed automation development.
- For the second quarter the company guided revenue of $395 million to $400 million, ARR of $1.929 billion to $1.934 billion, and roughly $75 million of non-GAAP operating income.
- Shares ticked modestly higher in after-hours trading while short interest remained elevated and investors will watch ARR trends, margin expansion, AI adoption in deals, and how UiPath prices RPA and agentic capabilities because those factors will determine customer costs and the company’s ability to turn AI adoption into sustained revenue growth.