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Gross Profit by Segment
Shows profit after direct costs for each business segment or product, highlighting which parts of the company are most margin‑accretive. For UiPath, segment margins reveal whether cloud and platform offerings are improving unit economics relative to services and help identify where efficiency gains can drive overall profitability.Subscription services are the clear margin engine—steady, accelerating gross profit that underpins UiPath’s improving economics—while licenses are lumpy with pronounced Dec-quarter spikes, reflecting renewal and term timing risk. Professional Services is a persistent and worsening drag, suggesting rising implementation/customization costs (or deliberate investment to win AI-led enterprise deals) that can erode software margins. Management’s ~84% non‑GAAP gross margin target assumes subscription scale will absorb the services drag, so watch professional‑services losses, modest net‑new ARR and FX as the key downside risks.
Date | Professional Services and Other | Licenses | Subscription Services |
|---|---|---|---|
Jun 30, 2026 | -$19.10M | $122.38M | $226.39M |
Mar 31, 2026 | -$15.11M | $147.65M | $208.91M |
Dec 31, 2025 | -$17.64M | $214.35M | $210.46M |
Sep 30, 2025 | -$13.88M | $148.73M | $207.45M |
Jun 30, 2025 | -$13.75M | $110.96M | $200.13M |
Mar 31, 2025 | -$13.09M | $127.02M | $178.84M |
Dec 31, 2024 | -$8.63M | $196.38M | $171.36M |
Sep 30, 2024 | -$7.38M | $134.83M | $163.44M |
Jun 30, 2024 | -$8.07M | $109.86M | $151.14M |
Mar 31, 2024 | -$6.12M | $137.53M | $148.38M |