UiPath, Inc.
PATHQ1 2025(PATH Q4 FY2025)Derived10% AI
AI Revenue %
10%
AI Fair Value
$451.4M
AI Revenue (Q)
$90.3M
Total Revenue (Q)
$902.8M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
UiPath reported total annual revenue of $1,429.7M for FY2025 (year ended January 31, 2025) in its 10-K. The 10-K now includes full segment reporting under ASU 2023-07, but the company remains a single operating and reportable segment. The CODM is the CEO (Daniel Dines). Revenue breakdown: Licenses, Subscription services, and Professional services -- no AI-specific line item. Subscription services for the full year were $786.7M (55.0% of total), growing 29.1% YoY from $609.6M. The company has deepened AI integration across the platform but the core product remains automation/RPA. The H.AI investment ($11.9M) and a new acquisition with contingent consideration ($1.8M) appear. Full-year net loss was $73.7M, improved from $89.9M in FY2024. Maintaining 10.0% as AI features become more significant but still represent a fraction of the automation platform's value. ~$142.9M annual AI revenue / $1,429.7M total = ~10.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,429,664 thousand for fiscal year 2025
Consolidated Statements of Operations, 10-K FY2025
Segment Information Our chief operating decision maker, or CODM, is our CEO... The CODM reviews financial information at the consolidated level and manages business activities as one operating and reportable segment.
Notes, Segment Information, 10-K FY2025
Significant segment expenses: Adjusted cost of subscription services $142,654... Adjusted sales and marketing $583,898... Adjusted research and development $242,679
Notes, Segment Information, 10-K FY2025
AI Products Identified (Ring 1)
IDP (Intelligent Document Processing)Communications MiningDocument UnderstandingAutopilotClipboard AIGenerative AI featuresAgentic automation
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 ServiceTest Suite
Confidence Tier
DerivedCalculated from reported segments primarily serving AI