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Large Customers
Counts the company’s largest accounts and the share of revenue they represent, revealing whether growth depends on a few big clients or is broadly distributed across many customers. A rising number of large customers and growing spend per account signal strong enterprise adoption and successful scaling; heavy concentration highlights customer-specific risk if a top client reduces spend or leaves.UiPath’s customer base is getting top‑heavy: the >$100k cohort is growing steadily, but the >$1M cohort is expanding faster in percentage terms, implying the company is mining existing accounts (upsells, AI and cloud add‑ons) rather than relying on broad new‑logo growth. That mix supports the stronger margins, cash generation and buybacks management highlighted, but also exposes revenue growth to expansion execution, a modest SaaS mix headwind and competitive risk in the agentic AI market which could limit topline acceleration.
Date | Customers Over $100k | Customers Over $1M |
|---|---|---|
Mar 31, 2026 | 2.62K | 374.00 |
Dec 31, 2025 | 2.56K | 357.00 |
Sep 30, 2025 | 2.51K | 333.00 |
Jun 30, 2025 | 2.43K | 320.00 |
Mar 31, 2025 | 2.37K | 316.00 |
Dec 31, 2024 | 2.29K | 317.00 |
Sep 30, 2024 | 2.23K | 302.00 |
Jun 30, 2024 | 2.16K | 293.00 |
Mar 31, 2024 | 2.09K | 288.00 |
Dec 31, 2023 | 2.05K | 288.00 |