earnings
confidence high
sentiment positive
materiality 0.80
UiPath reports Q4 FY2024 revenue $405M (up 31% YoY); first GAAP profitable quarter; ARR $1.464B
UiPath, Inc.
2024-FY EPS reported
-$0.16
revenue$1,308,072,000
- Q4 revenue $405M (+31% YoY); ARR $1.464B (+22% YoY); net new ARR $86M; dollar-based net retention 119%.
- First GAAP profitable quarter: GAAP operating income $15M vs loss a year ago; non-GAAP op income $111M.
- Full FY2024 revenue $1.308B (+24% YoY); GAAP operating loss $165M; non-GAAP op income $233M; cash flow from ops $299M.
- Q1 FY2025 guidance: revenue $330-335M, ARR $1.508-1.513B, non-GAAP op income ~$55M; FY2025 revenue guidance $1.555-1.560B.
- Business highlights: DoD ESI purchase agreement up to $95M; expanded Google Cloud partnership; new India data center.