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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 large-customer base shows durable enterprise penetration: steady growth in >$100k accounts and faster gains in >$1M customers, aligning with management’s claim that AI-enabled expansions are driving much larger deals. That enterprise momentum underpins recent revenue acceleration and the move to GAAP profitability, but modest net‑new ARR versus a large ARR base, churn concentrated in the smallest customers, and looming FX headwinds indicate future upside will likely come from deeper expansions and pricing rather than broad-based new large-account additions.
Date | Customers Over $100k | Customers Over $1M |
|---|---|---|
Jun 30, 2026 | 2.67K | 387.00 |
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 |