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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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($1.4B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Licenses (40%)

Subscription Services (50%)

Professional Services (10%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

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

Lieferkettenbeziehungen

Partner

Microsoft Corporation

Azure integration, Power Platform coexistence

Auswirkung: Strategic technology partner

ServiceNow, Inc.

ServiceNow workflow integration

Auswirkung: Complementary automation

Alphabet Inc. (Google)

Google Cloud AI integration

Auswirkung: AI model partnerships

Makro- und Marktkontext

AI / 클라우드Sektornachrichten

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

Nächste Katalysatoren

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

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Unternehmensinformationen

Hauptsitz

New York, New York, USA

Gegründet

2005

Mitarbeiter

4,100+

Website

uipath.com

Sektorübersicht — AI / 클라우드

Sektornachrichten