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Revenue Breakdown
Splits revenue by product line, customer type, or geography to show where growth originates and which areas are most important or vulnerable. For UiPath, separating cloud versus on‑premise, platform versus services, and enterprise versus SMB revenue clarifies scalability, margin potential, and exposure to local market dynamics.Subscription revenue is clearly the steady growth driver and is de-risking the business, while license revenue remains lumpy and concentrated in quarter-ends—creating timing mismatches between reported revenue and ARR. Management’s commentary backs this: AI-enabled expansions are fueling large, margin-accretive deals and stronger cash/profitability, but net new ARR was modest and churn is concentrated in the smallest customers. Rising professional services suggest deeper enterprise deployments; the key risk is whether subscription/ARR momentum can outpace small‑customer attrition and FX headwinds.
Date | Licenses | Subscription Services | Professional Services and Other |
|---|---|---|---|
Jun 30, 2026 | $123.84M | $266.07M | $20.35M |
Mar 31, 2026 | $149.31M | $252.90M | $16.17M |
Dec 31, 2025 | $215.90M | $251.23M | $13.97M |
Sep 30, 2025 | $150.04M | $247.57M | $13.50M |
Jun 30, 2025 | $112.16M | $238.36M | $11.20M |
Mar 31, 2025 | $128.29M | $217.30M | $11.04M |
Dec 31, 2024 | $197.61M | $215.22M | $10.82M |
Sep 30, 2024 | $137.17M | $206.92M | $10.56M |
Jun 30, 2024 | $112.25M | $194.67M | $9.33M |
Mar 31, 2024 | $140.13M | $185.13M | $9.85M |