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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产品与营收

产品营收占比

营收构成 ($1.4B)

静态数据（加载实时财务…）

Licenses (40%)

Subscription Services (50%)

Professional Services (10%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Microsoft Corporation

Azure integration, Power Platform coexistence

影响: Strategic technology partner

ServiceNow, Inc.

ServiceNow workflow integration

影响: Complementary automation

Alphabet Inc. (Google)

Google Cloud AI integration

影响: AI model partnerships

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 UiPath, Inc. 的 AI 供应链分析。

企业信息

总部

New York, New York, USA

成立时间

2005

员工人数

4,100+

官网

uipath.com

行业概况 — AI / 클라우드

行业新闻