UiPath, Inc.
PATHQ4 2024(PATH Q3 FY2025)Derived10% AI
AI Revenue %
10%
AI Fair Value
$447.9M
AI Revenue (Q)
$90.3M
Total Revenue (Q)
$902.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
UiPath reported total revenue of $354.7M for Q3 FY2025 (three months ended October 31, 2024). Revenue rebounded strongly, with subscription services at $206.9M (58.3% of total), growing 23.5% YoY. License revenue was $137.2M. The company continued investing in AI capabilities and the filing references the UiPath Platform (dropping 'Business Automation Platform' branding). No AI-specific revenue disclosure. The H.AI investment was marked at $12.3M. With increasing AI feature penetration in subscription deals, particularly IDP, Communications Mining, and Autopilot, estimating 10.0%. ~$35.5M AI revenue / $354.7M total = ~10.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue: Licenses $137,174; Subscription services $206,922; Professional services and other $10,557; Total revenue $354,653 thousand
Condensed Consolidated Statements of Operations, Q3 FY2025
the ability of the UiPath Platform to satisfy and adapt to customer demands and our ability to increase its adoption
Forward-Looking Statements, 10-Q Q3 FY2025
AI Products Identified (Ring 1)
IDP (Intelligent Document Processing)Communications MiningDocument UnderstandingAutopilotClipboard AIGenerative AI features
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 MiningIntegration Service
Confidence Tier
DerivedCalculated from reported segments primarily serving AI