Posted on Thursday, Jul 7th 2022
The intelligent process automation market is expected to grow at 13% CAGR from $10.81 billion in 2021 to $31.4 billion by 2030. New York-based robotic automation company UiPath (NYSE: PATH) recently announced its first quarter results that continue to outpace market expectations. UiPath’s Financials
Revenues for the first quarter grew 32% to $245.1 million. Annual Run-Rate Revenue (ARR) grew 50% to $977.1 million. Net loss was $0.03 per share. The market was looking for revenues of $226.03 million and a net loss of $0.05 per share.
For the second quarter, UiPath forecast revenues of $229-$231 million versus the analyst forecast of $228.99 million. For the fiscal year, UiPath forecast revenues of $1.085-$1.090 billion, compared to the market’s forecast of $1.08 billion.
Recently, UiPath announced its partnership with Adobe that will allow it to integrate its automation platform with Adobe’s digital document generation and e-signature capabilities. The integration will allow UiPath to boost employee productivity, enhance digital customer experiences and lower costs with seamless and uninterrupted digital document workflows.
It also announced a partnership with airSlate that will allow both individuals and small businesses to create, innovate, and automate, allowing them to digitally transform their organizations to run faster, easier, and more efficiently. The partnership will also allow UiPath to advance its goal to create a new layer in the enterprise IT stack, the automation layer that will sit above existing systems and infrastructure and complete manual mundane work.
Earlier this quarter, UiPath also introduced Automation Cloud Robots that provide enterprises with an even more comprehensive automation foundation. The new SaaS robots, along with added features, will help simplify how developers create automations, uplevel security and governance, and expand access to automation to deepen the reach of automation in the enterprise. Customers will be able to deploy unattended robots instantly without IT, resources, or infrastructure, leverage the power of UiPath Integration Service to quickly develop trigger-based automations, and see enhanced security. Additionally, for the first time, Mac users will get API and web automation, plus support for UiPath Assistant.
The company also recently joined the MuleSoft Technology Partner Program by releasing a MuleSoft Certified Connector for the UiPath Platform. MuleSoft Certified Connectors are accessible on MuleSoft’s Anypoint Exchange and are developed by MuleSoft’s partners and developer community. The UiPath connector will allow companies to simplify integration to the UiPath Platform and let them build seamless automations while harmonizing different integration approaches that address highly complex needs with scale and flexibility.
UiPath’s stock is currently trading at $19.89 with a market capitalization of $10.8 billion. It hit a 52-week high of $69.60 in July last year and a 52-week low of $13.66 in May.
Disclosure: All investors should make their own assessments based on their own research, informed interpretations, and risk appetite. This article expresses my own opinions based on my own research of product-market fit, channel execution, and other factors. My primary interest is in product strategy. While this may have bearing on stock movements, my writings tend to focus on long-term implications. The information presented is illustrative and educational, but should not be regarded as a complete analysis nor recommendation to buy or sell the securities mentioned herein. I am not a registered investment adviser and I am not receiving compensation for this article. Photo Credit: Rony michaud / Pixabay This segment is a part in the series : Cloud Stocks . Smartsheet Acquiring Bootstrapped Startups to Drive Growth . Bootstrapped Unicorn Atlassian is Acquiring Capital Efficient Startups . Netflix Price Hike Ruffles Competition . How Will Carbon Black Differentiate? . 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RingCentral Maintains UCaaS Leadership Through Partnerships and Innovation . Okta Bounces Back Stronger Despite Security Event . Adobe Strengthens its Creative Cloud Portfolio and Gets Ready for the Metaverse . Analysis of Zoom's Acquisition of Solvvy . Smartsheet Expands its Capabilities for Marketers . Toast Addresses Changing Restaurant Industry Dynamics . UiPath Simplifies Intelligent Automation . Informatica Focuses on Vertical Specific Offerings for Growth . Samsara Expands Farm-Focused Vertical Offerings . ForgeRock Leverages AI for Growth . Marqeta Struggles, Tries to Recover Through an API Strategy . Confluent Expands Ecosystem with Microsoft and AWS . Couchbase Focuses on Improving Efficiencies for Developers . Sprinklr's Deepening Integrations with TikTok and Amazon . Analysis of IBM's Randori Acquisition . Expensify Tests Other Services for Growth . monday.com Builds Capabilities for its App Marketplace . Snowflake Leverages the Streamlit Acquisition . Google Hones its Search Tech . Microsoft's Momentum in Commercial and Cloud Keeps it Steady . Amazon's Twin Engines of AWS and Prime Make it Resilient . Analysis of ServiceNow’s Hitch Works Acquisition . Twilio’s Strategy Post Segment Acquisition . HubSpot's Marketplace Strategy Continues to Thrive . Analysis of GoDaddy's Dan.com Acquisition . Freshworks Looks to Freshchat for Product Portfolio Expansion . Zendesk Agrees to be Bought Out . Tenable Provides Visibility into Internet-based Assets . Qualys Leverages Partner Network to Drive Go-to-Market Agenda . Bill.com Banks on its Organic Flywheel Amid Economic Turbulence . ON24 Targets $44 Billion Addressable Market . Palo Alto Network's Transformation Strategy Delivers Results . Atlassian’s Ecosystem Strategy Keeps it Steady . Okta Struggles with Auth0 Integration . Salesforce Targets Vertical Focused Offerings to Battle Economic Conditions . Workday Grows Strong Despite Recession . Nutanix's Subscription Model Delivers Results . Veeva Believes R&D Segment Will Deliver under Economic Uncertainty . RingCentral Focuses on Hardware Integration . MongoDB Addresses Economic Concerns Through Product Upgrades . Rapid7 Focuses on Simplifying View for Security Teams . Analysis of Smartsheet's Outfit Acquisition . HashiCorp Struggles to Maintain DecaCorn Valuation Amid Stock Conditions . Coupa Helps Maximize Savings Efficiency to Tackle Global Economic Conditions . DocuSign Focuses on Integrations . PagerDuty Focuses on Reducing Manual Intervention within DevOps