Government sector headwinds take their toll, but UiPath's agentic automation ambitions remain on track

UiPath has warned of headwinds resulting from the current geo-political climate in the US as the Trump 2.0 administration beds in. These are likely to continue to have an impact for the foreseeable future. CEO Daniel Dines told analysts:

While we remain confident in our public sector business, the transition in the government that began in January impacted the timing of deal closures…We continue to work closely with our Federal customers and their feedback is consistent. Our agentic platform drives tangible efficiencies and is a part of their go-forward roadmap. At the same time, we acknowledge that in the short term, the Government is working through administration priorities, which we will work to support.

He added:

Federal has been one of our best-performing verticals and we have confidence with our Federal customers. But Government is going through a transition. We are staying close to our customers. We saw ...