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UiPath (PATH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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UiPath (PATH - Free Report) reported $411.11 million in revenue for the quarter ended October 2025, representing a year-over-year increase of 15.9%. EPS of $0.16 for the same period compares to $0.11 a year ago.

The reported revenue represents a surprise of +4.71% over the Zacks Consensus Estimate of $392.62 million. With the consensus EPS estimate being $0.14, the EPS surprise was +14.29%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how UiPath performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • ARR: $1.78 billion versus the four-analyst average estimate of $1.77 billion.
  • Net New ARR: $59 million compared to the $50.57 million average estimate based on three analysts.
  • Dollar based net retention rate: 107% versus 108.4% estimated by two analysts on average.
  • Revenue- Licenses: $150.04 million versus $140.47 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change.
  • Revenue- Professional Services and other: $13.5 million versus $10.89 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +27.9% change.
  • Revenue- Subscription services: $247.57 million versus $241.54 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +19.7% change.

View all Key Company Metrics for UiPath here>>>

Shares of UiPath have returned +0.2% over the past month versus the Zacks S&P 500 composite's -0.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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