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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bryan Bergin | TD Cowen | 13 questions · 0% challenging |
| Sanjit Singh | Morgan Stanley | 10 questions · 10% challenging |
| Raimo Lenschow | Barclays | 9 questions · 11% challenging |
| Scott Berg | Needham | 9 questions · 11% challenging |
| Jake Roberge | William Blair | 8 questions · 0% challenging |
| Alex Zukin | Wolfe Research | 5 questions · 20% challenging |
| Terry Tillman | Truist Securities | 5 questions · 0% challenging |
| Chirag Ved | Evercore ISI | 5 questions · 0% challenging |
| Michael Turrin | Wells Fargo | 5 questions · 0% challenging |
| Mike Richards | RBC Capital Markets | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| TD Cowen | 1 analyst | 13 questions · 0% challenging |
| Morgan Stanley | 2 analysts | 12 questions · 8% challenging |
| William Blair | 3 analysts | 11 questions · 0% challenging |
| Barclays | 2 analysts | 10 questions · 10% challenging |
| Needham | 2 analysts | 10 questions · 10% challenging |
| Truist Securities | 2 analysts | 8 questions · 0% challenging |
| Wells Fargo | 2 analysts | 8 questions · 0% challenging |
| RBC Capital Markets | 2 analysts | 8 questions · 0% challenging |
UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin. Growth was led by AI and agentic adoption, AI featured in 16 of the top 20 deals, alongside expanding process-orchestration and vertical solutions, while dollar-based net retention reaccelerated 2 points to 109%. ARR reached $1.901 billion, up 12%, on $49 million of net new ARR, though attrition remained concentrated among the smallest customers. Management raised full-year fiscal 2027 revenue guidance to $1.776 billion to $1.781 billion and lifted its non-GAAP operating income outlook to approximately $430 million.
Cloud & AI | Demand | Revenue Growth | Competitive Dynamics | Guidance Reliability | Product Launch | Macroeconomic | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 3 | 1 | 2 | 5 | 2 | 3 | 1 | 1 |
| 2025Q4 | 6 | 7 | 2 | 2 | 3 | 4 | 3 | 2 |
| 2026Q1 | 3 | 7 | 2 | 3 | 2 | |||
| 2026Q2 | 8 | 7 | 7 | 2 | 4 | 1 | 1 | 1 |
| 2026Q3 | 12 | 5 | 4 | 5 | 2 | 2 | 2 | |
| 2026Q4 | 5 | 3 | 5 | 4 | 4 | 1 | ||
| 2027Q1 | 8 | 3 | 4 | 2 | 3 | 2 | 3 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 3 | 6 | 3 | 8 | 12 | 5 | 8 |
| Demand | 1 | 7 | 7 | 7 | 5 | 3 | 3 |
| Revenue Growth | 2 | 2 | 2 | 7 | 4 | 5 | 4 |
| Competitive Dynamics | 5 | 2 | 3 | 2 | 5 | 4 | 2 |
| Guidance Reliability | 2 | 3 | 4 | 2 | 4 | ||
| Product Launch | 3 | 4 | 1 | 2 | 1 | 3 | |
| Macroeconomic | 1 | 3 | 2 | 1 | 2 | ||
| Pricing | 1 | 2 | 1 | 2 | 3 |
What PATH said about other companies on its FY2027 Q1 call, and what other companies said about PATH on their calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“and with Databricks, we connected their data intelligence platform directly with UiPath process orchestration to help enterprises move from data insights to automated action within governed workflows”
UiPath connected Databricks' data intelligence platform to its process orchestration; Databricks is private (untracked).
“embedding UiPath Test Cloud into their ASCEND delivery platform, bringing agentic testing capabilities to Deloitte's global client base”
UiPath expanded its collaboration with Deloitte, embedding Test Cloud into Deloitte's Ascend delivery platform; Deloitte is private (untracked).
“With Google Cloud, we brought our IXP solution to their marketplace”
UiPath listed its IXP document solution on the Google Cloud marketplace; neutral signal on Google Cloud's marketplace ecosystem.
“With Salesforce, we launched a new agent exchange offering that extend Maestro process orchestration across Salesforce and back-office systems”
UiPath launched a Salesforce AgentExchange offering extending its orchestration across Salesforce; neutral signal on Salesforce's agent ecosystem.
“With Microsoft, we integrated UiPath with their security suite to help automate threat detection and response”
UiPath describes a technical integration with Microsoft's security suite; neutral signal, evidences continued ecosystem tie-in to Microsoft security.
“We are seeing similar momentum with Accenture. A life sciences customer we highlighted last quarter worked with Accenture to deploy a global agentic sales entry solution and has now scaled this across 70 countries”
UiPath cites Accenture as a go-to-market partner scaling a joint agentic sales-entry deployment to 70 countries, a positive signal for Accenture's AI-implementation services demand.
Calendar quarter Q2 2026Earnings call May 28, 2026
FY2027 Q1 in brief
UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin.
Newest quarter FY2027 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for UiPath Inc. (PATH), FY2027 Q1: 9/10. Scores: UiPath Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: PATH daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +17.3% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $355M | +8.8% | $-0.02 | +66.7% | 82.0% | -12.2% | -3.0% | $23M |
| FY2025 Q4 | $424M | +4.5% | $0.09 | +50.0% | 84.8% | 7.9% | 12.2% | $139M |
| FY2026 Q1 | $357M | +6.4% | $-0.04 | +20.0% | 82.1% | -4.6% | -6.3% | $106M |
| FY2026 Q2 | $362M | +14.4% | $0.00 | +100.0% | 82.2% | -5.6% | 0.4% | $42M |
| FY2026 Q3 | $411M | +15.9% | $0.37 | +1950.0% | 83.3% | 3.2% | 48.4% | $25M |
| FY2026 Q4 | $481M | +13.6% | $0.19 | +111.1% | 84.6% | 16.7% | 21.7% | $179M |
| FY2027 Q1Selected | $418M | +17.3% | $0.04 | +200.0% | 81.6% | 6.7% | 5.4% | $129M |
| FY2027 Q2 | $410M | +13.4% | $0.07 | — | 80.4% | 7.7% | 8.8% | $29M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
No 8-K events recorded for this window.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| PATHUiPath Inc. | 9 | +17.3% | UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin | |
| AIC3.ai, Inc. | 3 | -52.5% | C3.ai closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely unacceptable sales execution | |
| AKAMAkamai Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CPAYCorpay | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CRWDCrowdStrike | 10 | +25.6% | CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion | |
| CRWVCoreWeave, Inc. Class A Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FFIVF5, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FTNTFortinet | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GDDYGoDaddy | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GENGen Digital | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| IOTSamsara Inc. | 10 | +30.5% | Samsara delivered accelerating growth at scale in Q1 FY2027, with revenue up 31% year-over-year to $479 million and ARR reaching nearly $2 billion, up 30% | |
| MDBMongoDB, Inc. | 9 | +25.3% | MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance | |
| MSFTMicrosoft Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NETCloudflare, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NTAPNetApp | 9 | +12.5% | NetApp closed fiscal 2026 with record fourth-quarter results, as revenue rose 12% year over year to $1.95 billion and exceeded the high end of guidance | |
| ORCLOracle Corporation | 9 | +20.6% | Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10% | |
| PANWPalo Alto Networks | 9 | +31.1% | Palo Alto Networks delivered a record fiscal Q3 2026, with total revenue of $3 billion growing 31% year-over-year and NGS ARR reaching $8.13 billion, up 60% (28% organic excluding CyberArk and Chronosphere) | |
| PLTRPalantir Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| SNPSSynopsys | 7 | +41.9% | Synopsys delivered Q2 revenue of $2.276B including approximately $652M from Ansys, with organic ex-Ansys growth of approximately 3-4% driven by AI-related chip design activity and hardware-assisted verification demand | |
| TWLOTwilio Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| VRSNVerisign | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| XYZBlock, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ZSZscaler | 9 | +25.4% | Zscaler delivered 25% revenue growth to $850 million with non-GAAP operating margin reaching an all-time high of 23%, achieving Rule of 55 performance year-to-date |
UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin
C3.ai closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely unacceptable sales execution
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Newest-quarter details for 13 peers (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| PATH | 6 | 7 | 9 | 9 | 9 | 9 |
| AI | 6 | 9 | 1 | 3 | 1 | 3 |
| AKAM | 5 | 8 | 9 | 6 | 6 | Newest quarter — available with Pro |
| CPAY | 6 | 8 | 8 | 8 | 8 | Newest quarter — available with Pro |
| CRWD | 9 | 9 | 10 | 9 | 9 | 10 |
| CRWV | 9 | 9 | 7 | 8 | 8 | Newest quarter — available with Pro |
| FFIV | 8 | 9 | 8 | 8 | 8 | Newest quarter — available with Pro |
| FTNT | 8 | 7 | 9 | 7 | 10 | Newest quarter — available with Pro |
| GDDY | 7 | 9 | 9 | 8 | 7 | Newest quarter — available with Pro |
| GEN | 7 | 6 | 6 | 6 | 6 | Newest quarter — available with Pro |
| IOT | 9 | 9 | 10 | 10 | 10 | 10 |
| MDB | 9 | 9 | 9 | 9 | 9 | 9 |
| MSFT |
Newest quarter — available with Pro
CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion
Newest quarter — available with Pro
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Newest quarter — available with Pro
Newest quarter — available with Pro
Samsara delivered accelerating growth at scale in Q1 FY2027, with revenue up 31% year-over-year to $479 million and ARR reaching nearly $2 billion, up 30%
MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance
Newest quarter — available with Pro
Newest quarter — available with Pro
NetApp closed fiscal 2026 with record fourth-quarter results, as revenue rose 12% year over year to $1.95 billion and exceeded the high end of guidance
Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10%
Palo Alto Networks delivered a record fiscal Q3 2026, with total revenue of $3 billion growing 31% year-over-year and NGS ARR reaching $8.13 billion, up 60% (28% organic excluding CyberArk and Chronosphere)
Newest quarter — available with Pro
Synopsys delivered Q2 revenue of $2.276B including approximately $652M from Ansys, with organic ex-Ansys growth of approximately 3-4% driven by AI-related chip design activity and hardware-assisted verification demand
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Zscaler delivered 25% revenue growth to $850 million with non-GAAP operating margin reaching an all-time high of 23%, achieving Rule of 55 performance year-to-date
| 8 |
| 9 |
| 9 |
| 10 |
| 9 |
| Newest quarter — available with Pro |
| NET | 8 | 9 | 9 | 8 | 10 | Newest quarter — available with Pro |
|---|
| NTAP | 4 | 6 | 6 | 7 | 8 | 9 |
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| ORCL | 9 | 8 | 6 | 9 | 9 | 9 |
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| PANW | 9 | 9 | 9 | 8 | 6 | 9 |
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| PLTR | 9 | 9 | 10 | 10 | 10 | Newest quarter — available with Pro |
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| SNPS | 4 | 8 | 4 | 6 | 7 | 7 |
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| TWLO | 9 | 8 | 9 | 8 | 10 | Newest quarter — available with Pro |
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| VRSN | 7 | 7 | 7 | 7 | 7 | Newest quarter — available with Pro |
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| XYZ | 3 | 5 | 7 | 9 | 8 | Newest quarter — available with Pro |
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| ZS | 9 | 9 | 9 | 9 | 9 | 9 |
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