Shareholder letter / filing capturedNo transcript↑ Rising
AI Surface Over Time
A historical globe of UiPath’s named AI products, capabilities, partnerships, use cases, and executive themes across the latest 3 quarters, with each theme anchored to when it first appeared.
77 normalized themesLatest: Q3 FY2026
Q1 FY2026Q2 FY2026Q3 FY2026Positioned by first-seen quarter
Collaboration with OpenAI to build a ChatGPT connector
Evidence snippet
UiPath Q3 FY2026
Revenue of $362 million increases 14 percent year-over-year
Evidence snippet
UiPath Q3 FY2026
the growing momentum of our agentic capabilities
Evidence snippet
AI Thesis
UiPath positions itself as a leader in ‘agentic automation,’ delivering product and partner-driven AI progress this quarter. Key AI actions include platform capability enhancements (pre-built agentic solutions, agent-building and testing tools), integrations with Microsoft Azure AI Foundry and Microsoft Copilot products via the Model Context Protocol, a ChatGPT connector with OpenAI, a voice-enabled UiPath Conversational Agent built on Google Gemini, a collaboration with NVIDIA to deploy Nemotron models via NIM, and a Snowflake Cortex AI integration for agent-driven data insights. Management emphasizes execution and enterprise-scale adoption of agentic automation while reporting strong Q3 fiscal 2026 results: total revenue $411.11M (+16% YoY), ARR $1.782B, GAAP net income $198.84M, non-GAAP operating income ~$88M, non-GAAP gross margin 85%, and non-GAAP adjusted free cash flow $28M. Guidance for Q4 FY2026 revenue is $462M–$467M. The release is bullish on innovation and execution, with moderate risk language around stock-based compensation variability and macro/cloud dependencies.
Quarterly Movement
Movement Read
Rising: UiPath is currently showing accelerating AI transformation signals quarter over quarter.
Momentum currently reads +423.5%.
Evidence Snippets
Executive signal
Integration with Microsoft Azure AI Foundry
Transcript / release tone extraction
Tone evidence
Collaboration with OpenAI to build a ChatGPT connector
Transcript / release tone extraction
Narrative evidence
pre-built agentic solutions and orchestration capabilities
Narrative signal extraction
Narrative evidence
integration with Microsoft Azure AI Foundry
Narrative signal extraction
AI Products
UiPath Platform
UiPath Maestro
UiPath Conversational Agent
ChatGPT connector
Automation Cloud
Strategic AI Partnerships
Microsoft Azure AI Foundry
OpenAI
Google (Gemini)
NVIDIA
Snowflake
Microsoft 365 Copilot
Microsoft Copilot Studio
AI Capabilities
agentic automation
orchestration
voice interaction
natural language processing
image understanding
predictive analytics
agent testing
AI governance
AI Primitives
foundation models
OpenAI models
Google Gemini
NVIDIA Nemotron
NVIDIA NIM
Azure AI Foundry
Snowflake Cortex AI Agents
model APIs
Major Customers
ISO/IEC 42001 certification for UiPath Platform
Founding contributor to AIUC-1
Everest Group Leader and Star Performer (IPAP)
Gartner Leader in IDP and AI-Augmented Software Testing
UiPath Platform named TIME Best Inventions of 2025
Customer Use Cases
end-to-end process automation with AI agents
orchestrated workflows across Microsoft and UiPath agents