secwatch.observer — SEC 8-K summary
======================================

Issuer:     UiPath, Inc. (PATH)
CIK:        0001734722
Form:       8-K
Filed at:   2025-03-12T23:59:59+00:00
Accession:  0001734722-25-000004
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01, 2.05, 8.01
LLM model:  deepseek-v4-flash:cloud@v2

UiPath Q4 rev $424M +5%, ARR $1.666B +14%; FY26 guidance cautious; acquires Peak AI
--------------------------------------------------------------------------------

- Q4 revenue $424M (+5% YoY), ARR $1.666B (+14% YoY), net new ARR $60M, dollar-based NRR 110%.
- GAAP operating income $34M, non-GAAP $134M; full year GAAP op loss $(163)M, non-GAAP op income $241M.
- Q1 FY26 rev guidance $330-335M, ARR $1.686-1.691B; FY26 rev $1.525-1.530B, non-GAAP op income ~$270M.
- Restructuring costs increased $5M to $30M max, extended through Q2 FY26; CEO 10b5-1 plan to sell up to 5M shares.
- Acquired Peak AI (AI agentic app co) for industry-specific vertical agents; price undisclosed.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1734722/000173472225000004/0001734722-25-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1734722/000173472225000004/path-20250306.htm
  HTML page:      https://secwatch.observer/filing/0001734722-25-000004

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer