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UiPath, Inc.

PATHintermediary

UiPath is a leading enterprise robotic process automation platform that enables organizations to automate repetitive business tasks using software robots. Its integration of AI, including generative AI and specialized document understanding, is transforming it from pure RPA into a broader automation and AI orchestration platform.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.4B)

Static data (loading live financials…)

Licenses (40%)
Subscription Services (50%)
Professional Services (10%)

Segment Breakdown & Key Customers

Product Details

UiPath Platform (Automation Suite)55%

End-to-end RPA platform with attended/unattended software robots

Document Understanding & AI Center25%

AI-powered document processing and ML model integration

Test Suite & Process Mining20%

Automated testing and process discovery tools

Macro & Market Context

AI / 클라우드Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Upcoming Catalysts

Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)OpenAI GPT-5 출시 영향NVIDIA GB300 기반 H200 교체 사이클

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AI Analysis

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Company Info

Headquarters

New York, New York, USA

Founded

2005

Employees

4,100+

Website

uipath.com

Sector OverviewAI / 클라우드

Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Key Themes

  • Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • SaaS → AI-as-a-Service 전환 가속

Upcoming Catalysts

  • Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • OpenAI GPT-5 출시 영향