The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Steven Richard Koenig - SMBC Nikko Securities America, Inc., Research Division - Analyst
: Congratulations on the quarter. One question really about the kind of the platform and the product road map and then a quick financial follow-up.
So your churn is very low. You have very high dollar-based net retention, best-in-class. I'm curious if we get more granular and talk about retaining
and increasing engagement with individual users, kind of turn on a user level so that automation stay current and they're put to full use, can you
talk a little bit about what elements of your product road map play into that and are most important in realizing this goal? And then I've got one
financial follow-up, if you don't mind.
Question: Steven Richard Koenig - SMBC Nikko Securities America, Inc., Research Division - Analyst
: Terrific. And I'll just pivot then to the other part of incremental ARR from new logos. Ashim, you gave us some good color on that. After the Q1,
anything you're seeing to change your view on incremental ARR from new logos inflecting positively this year? That's all for me.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Congrats on the IPO and the quarter, obviously. Yes, I had a question for Daniel. When you think about that aha moment that customers have,
because I think that's (inaudible) because one of the things that really stood out to me was such high ROIs from customers all in on UiPath. I guess
from your perspective, what is that aha moment when a customer goes all in? And are there things that you're specifically doing, that you -- lessons
learned, that can help accelerate that learning?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
JUNE 08, 2021 / 9:00PM, PATH.N - Q1 2022 UiPath Inc Earnings Call
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That's super helpful. And then just maybe just 1 more on the competitive side. Somebody asked earlier about Microsoft. The one that I always get,
and I'm sort of curious on your perspective, is the platform vendors, the ServiceNows, the Salesforces of the world, as they implement additional
native RPA or low-code/no-code capabilities, how does that impact the market versus more of a -- sort of a player like yourself that can play across
multiple clouds, be it hyperscalers or platform vendors?
|
