UiPath, Inc. (PATH) Analyst/Investor Day Transcript

UiPath, Inc. ( PATH ) Analyst/Investor Day September 22, 2026 2:30 PM EDT Company Participants Allise Furlani - Senior Director of Investor Relations Daniel Dines - Co-Founder, CEO, & Executive Chairman of the Board Raghu Malpani - Chief Product & Technology Officer Mounish Kothapally Martijn Wijffelaars Anvita Dekhane Ingo Philipp Ashim Gupta - Chief Operating Officer Eric Bouchard Srini Nanduri Jairo Quiros Pramod Dibble Paru Puttanna Hitesh Ramani - CFO, Chief Accounting Officer Principal Financial & Accounting Officer Conference Call Participants Sanjit Singh - Morgan Stanley, Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division Bryan Bergin - TD Cowen, Research Division Scott Berg - Needham & Company, LLC, Research Division Sheldon McMeans - Barclays Bank PLC, Research Division Brian Schwartz - Oppenheimer & Co. Inc., Research Division Patrick McIlwee - William Blair & Company L.L.C., Research Division Yitchuin Wong - Citigroup Inc., Research Division Radi Sultan - UBS Investment Bank, Research Division Conversation Allise Furlani Senior Director of Investor Relations Good morning, everyone, and welcome to UiPath Investor Day. We are excited to have so many of you here with us in Las Vegas for what's shaping up to be our best Fusion yet. Just a quick reminder, this presentation will include forward-looking statements and non-GAAP financial measures. Please refer to our SEC filings for disclosures and reconciliations. We have a great lineup for you today. We'll take you from the vision and the opportunity ahead to the innovation in our product road map, how we're going to market with our customers and driving value and ultimately, the financial model. We'll bring everyone back together at the end for Q&A, followed by an investor reception. We have a lot to share. So with that, I will turn it over to Daniel for the company vision and the market opportunity ahead. Daniel Dines Co-Founder, CEO, & Executive Chairman of the Board Thank you Allise. Hello, everyone. It's really great to have all of