UiPath reported a solid Q3 FY2025 with pronounced progress on ARR growth and product momentum, driven by the ramp of agentic automation and expanding ecosystem partnerships. Revenue reached $355 million, and ARR stood at $1.607 billion, up 17% year over year, while non-GAAP operating income was $50 million. The quarter featured notable enterprise-scale deployments, a robust pipeline for agentic solutions, and SAP Build Process Automation integration that broadens UiPath’s addressable market. Despite a GAAP net loss of $10.7 million, UiPath generated positive adjusted free cash flow of $33 million and maintained a strong liquidity position, supported by a net cash balance and negligible debt.
Management signaled a strategic transition toward enterprise-grade agentic automation, with public previews and customer deployments accelerating. The company highlighted three differentiators—cross-application agent and robot interoperability, governance through agentic orchestration, and a low-code developer-friendly approach—to position UiPath as a universal controller of agents, robots, people, and models. Looking ahead, UiPath guided to a Q4 revenue of $422–$427 million and ARR of roughly $1.669–$1.674 billion, with non-GAAP operating income around $100 million, and signaled that net-new ARR growth should stabilize in fiscal 2026 with accelerated free cash flow growth. This outlook, coupled with a growing customer base and expanding use cases (IDP, Autopilot, testing, and governance), supports a constructive long-term investment thesis contingent on execution momentum and continued demand for automation in large enterprises.