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UiPath Inc.(PATH)2026财年第四季度及全年业绩演示报告「NYSE」(英文版)(28页).pdf

上传人: 1****1 编号:1155317 2026-03-12 28页 1.27MB

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1、4Q FY 2026 Earnings Supplemental SlidesSafe Harbor2Statements we make in this presentation may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995,which are usually identified by the use of wo

2、rds such as“anticipate,”“believe,”“contemplate,”“continue,”“could,”“estimate,”“expect,”“intend,”“may,”“outlook,”“plan,”“possible,”“potential,”“predict,”“project,”“seek,”“should,”“target,”“will,”“would,”and variations of such words or similar expressions,including the negatives of these words or simi

3、lar expressions.We intend these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933,as amended,and Section 21E of the Securities Exchange Act of 1934,as amended,and are making this statement for

4、purposes of complying with those safe harbor provisions.These forward-looking statements include,but are not limited to,statements regarding:our financial guidance for the first fiscal quarter and full year 2027;our ability to drive and accelerate future growth and operational efficiency and grow ou

5、r platform,product offerings,and market opportunity;our business strategy;plans and objectives of management for future operations;the estimated addressable market opportunity for our platform and the growth of the enterprise automation market;the success of our platform and new releases including t

6、he incorporation of AI;the success of our collaborations with third parties;our customers behaviors and potential automation spend;and details of UiPaths stock repurchase program.Forward-looking statements involve known and unknown risks,uncertainties,and other factors that may cause our actual resu

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1. **财务表现**:2026财年营收16.11亿美元(同比+14%),ARR达18.53亿美元(同比+11%);GAAP运营利润5700万美元(利润率4%),Non-GAAP运营利润3.7亿美元(利润率23%)。 2. **增长动能**:ARR同比增长11%,美元净留存率107%;大客户(≥10万美元ARR)增长12%,百万美元级ARR客户增长13%。 3. **2027财年指引**:营收预期17.54亿-17.59亿美元,ARR目标20.51亿-20.56亿美元,Non-GAAP运营利润约4.15亿美元。 4. **核心优势**:Forrester评为“自主测试平台领导者”,在医疗、金融等领域提供AI+自动化解决方案,云ARR增速超20%。
**UiPath增长动力?** **AI如何赋能自动化?** **ARR指标可靠吗?**
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