UiPath, Inc.
PATH
Jodie read · what matters now
Revenue increased 17.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to PATH, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-06-04 against the comparable filing from 2025-06-03.
What improved
- Revenue increased 17.3% versus the comparable filing period.
- Operating income moved from a loss to a profit in the comparable period.
What weakened
- Cash declined 68.4M versus the comparable period.
Filing receipts
“Cost of Revenue and Gross Margin Three Months Ended April 30, 2026 2025 Change Change % (dollars in thousands) Licenses $ 1,664 $ 1,268 $ 396 31 % Subscription services 43,988 38,468 5,520 14 % Professional services and other 31,276 24,121 7,155 30 % Total cost of revenue $ 76,928 $ 63,857 $ 13,071 20 % Gross margin 82 % 82 % Total cost of revenue increased by $13.1 million, or 20%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025, primarily due to a $7.2 million increase in cost of professional services and other revenue and a $5.5 million increase in cost of subscription services revenue.”
“Provision For Income Taxes Three Months Ended April 30, 2026 2025 Change Change % (dollars in thousands) Provision for income taxes $ 18,443 $ 2,827 $ 15,616 NM (1) Percentage of revenue 5 % 1 % (1) Not meaningful Provision for income taxes increased by $15.6 million for the three months ended April 30, 2026 compared to the three months ended April 30, 2025, driven by increased U.S. income tax expense following the release of full valuation allowances on our U.S.”
“Interest Income Three Months Ended April 30, 2026 2025 Change Change % (dollars in thousands) Interest income $ 10,401 $ 12,648 $ (2,247) (18) % Percentage of revenue 2 % 4 % Interest income decreased by $2.2 million , or 18% , for the three months ended April 30, 2026 compared to the three months ended April 30, 2025 as a result of a period-over-period decrease in our aggregate balance of cash and cash equivalents and marketable securities.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind PATH
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
PATH is currently a Follower in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Theme membership history
No durable theme membership has been observed for this name yet.