UiPath: First Profitable Q3, Agentic AI Moves to the Center of the Platform Strategy

UiPath reported revenue of USD 411 million for the third quarter of fiscal year 2026 (as of October 31, 2025), an increase of 16% compared to the previous year. This represents a clear beat against expectations of around USD 392 million. The operating profit stood at USD 13 million according to GAAP – the first profitable Q3 in the company's history – and on a Non-GAAP basis, it was USD 88 million, corresponding to a margin of 21%. Annual recurring revenues (ARR) increased to USD 1.782 billion, up 11%, supported by USD 59 million in net new...