canar.ai
Rankings/PATH/Q2 2023 Analysis

UiPath, Inc.

PATH
Q2 2023(PATH Q1 FY2024)Derived6% AI
AI Revenue %
6%
AI Fair Value
$199.0M
AI Revenue (Q)
$20.1M
Total Revenue (Q)
$335.1M
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

UiPath reported total revenue of $289.6M for Q1 FY2024 (three months ended April 30, 2023). The filing references AI capabilities in the forward-looking statements and defined terms but provides no AI-specific revenue figure. Subscription services revenue was $146.4M (50.5% of total), growing 26.7% YoY, partly driven by increasing adoption of AI-powered features like IDP and communications mining. The company began positioning more aggressively around AI-powered automation. Modest increase in AI attribution to 6.0%. Estimated ~$17.4M AI revenue / $289.6M total = ~6.0%.
Analyzed by claude-opus-4-6

Quoted Figures

Revenue: Licenses $134,039; Subscription services $146,352; Professional services and other $9,197; Total revenue $289,588 thousand
Condensed Consolidated Statements of Operations, Q1 FY2024

AI Products Identified (Ring 1)

IDP (Intelligent Document Processing)Communications MiningML-powered OCRDocument Understanding

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

UiPath Studio (RPA development)UiPath OrchestratorUiPath RobotsProcess MiningTask Mining

Confidence Tier

DerivedCalculated from reported segments primarily serving AI