UiPath’s platform transition - a case of execution over re-invention. COO Ashim Gupta explains

Two years of platform transition, revenue pressure, and changing expectations around automation and AI and now an improvement in performance - UiPath's CFO and COO Ashim Gupta attributes this less to a shift in product direction and more to changes in execution, operating cadence, and customer engagement.

UiPath recently achieved its first quarter of net new ARR growth in two years and reached GAAP profitability. Gupta positions those results as the outcome of operational discipline rather than a response to competitive pressure from generative or agentic AI.

Execution discipline – not repositioning

Gupta argues UiPath’s recent performance improvement is driven “80%–90%” by execution changes rather than new product launches. He points to earlier renewal planning, tighter account management, and increased attention to customer deployments after contracts are signed.

According to Gupta, UiPath now plans renewals further in advance and spends more time reviewing top accounts and upcoming quarters. He ...