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UiPath, Inc. (PATH) Q4 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Q4: 2026-03-11 Earnings Summary

EPS of $0.30 beats by $0.05

 | Revenue of $481.11M (13.56% Y/Y) beats by $16.29M

UiPath, Inc. (PATH) Q4 2026 Earnings Call March 11, 2026 6:45 PM EDT

Company Participants

Allise Furlani – Senior Director of Investor Relations
Daniel Dines – Co-Founder, CEO, & Executive Chairman of the Board
Ashim Gupta – CFO & COO

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Conference Call Participants

Bryan Bergin – TD Cowen, Research Division
Sanjit Singh – Morgan Stanley, Research Division
Michael Turrin – Wells Fargo Securities, LLC, Research Division
Chirag Ved – Evercore ISI Institutional Equities, Research Division
Terrell Tillman – Truist Securities, Inc., Research Division
Radi Sultan – UBS Investment Bank, Research Division
Scott Berg – Needham & Company, LLC, Research Division
William Kingsley Crane – Canaccord Genuity Corp., Research Division
Arsenije Matovic – Wolfe Research, LLC
Phil Winslow
Koji Ikeda – BofA Securities, Research Division
James Kisner – Water Tower Research LLC

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Presentation

Operator

Greetings, and welcome to UiPath’s Fourth Quarter and Full Year 2026 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.

I will now turn the conference over to Allise Furlani Head of Investor Relations. Thank you. You may begin.

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Allise Furlani
Senior Director of Investor Relations

Good afternoon, and thank you for joining us today to review UIPath’s fourth quarter and full year fiscal 2026 financial results which we announced in our earnings press release issued after the market closed today.

On the call with me are Daniel Dines, Founder and Chief Executive Officer; and Ashim Gupta, Chief Operating and Financial Officer, to deliver our prepared comments and answer questions. Our earnings press release and financial supplemental materials are posted on the UiPath Investor Relations website. These materials include GAAP to non-GAAP reconciliations. We will be discussing non-GAAP metrics on today’s call. This afternoon’s call includes forward-looking statements regarding our financial guidance for the first quarter and full year fiscal 2027 and our ability to drive and accelerate future growth and operational efficiency and grow our platform, product offerings and market opportunity.

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‘Can’t keep throwing money into a leaky bucket’: Calls for fix to Gloucester Docks’ major navigation disruption

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Calls follow major silt issues last year

Dredging at Gloucester Docks.

Dredging at Gloucester Docks(Image: Local Democracy Reporting Service)

There are calls for a long term solution to the major disruption to navigation and waterfront businesses caused by silt at Gloucester Docks.

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Around 50,000 cubic metres of silt entered the Docks during 2025 – around ten times the normal annual amount.

Silt ingress is mainly due to the water pumped from the River Severn into The Docks which is then pumped down the Gloucester and Sharpness Canal to provide Bristol with half of its drinking water supply.

The severe silt ingress experienced during 2025 prompted a public briefing on the issue attended by dozens of people at Llanthony Secunda Priory on March 5.

The event brought together Canal and River Trust’s leadership, Gloucester MP Alex McIntyre, Gloucester City Council, business groups and waterway stakeholders to discuss the issue and hear about possible ways foward.

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The panel heard how the problem has arisen over the years after the introduction of new environmental regulations and changes in dredging practices.

Canal and River Trust bosses also spoke of significant new dredging investment for a recovery dredging programme for Gloucester Docks.

And the trust confirmed that £2.8 million has already been spent on recovery dredging during the current financial year.

And a further £2 million has been allocated for dredging works during the next financial year.

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The panel also heard how Gloucester will account for around one third of the trust’s national dredging budget during the recovery period.

Trust bosses acknowledged that future baseline dredging budgets for the Gloucester and Sharpness Canal will need to increase beyond historic levels.

Access to traditional shipbuilding and restoration specialists T. Nielsen and Company’s dry dock and local moorings will be included within the recovery dredging works, alongside the main navigation channel.

The trust also confirmed that operational discussions have begun with Bristol Water to examine how pumping and abstraction operations can be coordinated to reduce the amount of silt entering the docks.

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Ben Cottam, Regional Director for Wales and the South West at Canal and River Trust, said the organisation had learned from the events of 2025.

“We recognise the challenges that last year presented and the impact it had locally.” he said.

Regional Director for Wales and the South West at Canal & River Trust Ben Cottam (centre) speaking at the event next to Gloucester MP Alex McIntyre (left) and organiser of the briefing Jay Clements.

Regional Director for Wales and the South West at Canal & River Trust Ben Cottam (centre) speaking at the event next to Gloucester MP Alex McIntyre (left) and organiser of the briefing Jay Clements.(Image: Local Democracy Reporting Service)

“We are investing significant resources in the recovery dredging programme and are working with partners, including Bristol Water, to look at how operational changes can reduce silt entering the system in the future.”

Gloucester MP Alex McIntyre warned that relying solely on repeated dredging would not be sustainable.

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“We can’t keep throwing money into a leaky bucket,” he said.

“We need to learn the lessons from what happened and make changes so that we’re not simply spending millions every year clearing the same problem.”

He also indicated his support for efforts to secure a better financial return from the canal’s long-standing water abstraction agreement supplying Bristol.

“The price we’re getting from Bristol Water isn’t acceptable. I will be throwing my support behind efforts to ensure we get a fair price so that we can properly maintain the docks and canal.”

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City Council leader Jeremy Hilton (LD, Kingsholm and Wotton) also stressed the importance of maintaining the Docks as an active working waterway.

“We need to make sure that we have a navigable, commercial dock and canal so that boats can continue to come into Gloucester,” he said.

“We don’t want the Docks to become a place where the only things using the water are the seagulls.”

Jay Clements, managing director of English Holiday Cruises Ltd, who organised the event, said: “Gloucester Docks is approaching its 200th anniversary in 2027 and it remains one of the most important heritage and economic assets in the city.

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“It was encouraging to hear confirmation of additional dredging investment and recognition that long-term budgets will need to increase.

Gloucester Docks.

Gloucester Docks(Image: Local Democracy Reporting Service)

“The next step is ensuring that this work is delivered on a clear and transparent timeline so that businesses, boaters and investors can have confidence in the future of the docks.”

The trust indicated that future dredging plans are dependent on completion of the Habitat Regulations Assessment (HRA) required to permit the use of more efficient dredging techniques.

Stakeholders have asked the Trust to publish a clear timetable for the remaining recovery dredging works once the HRA process is complete.

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With preparations already underway for the 200th anniversary of Gloucester Docks in 2027, local businesses, boaters and city stakeholders say restoring reliable navigation remains a priority for them.

To find all the planning applications, traffic diversions, road layout changes, alcohol licence applications and more in your community, visit the Public Notices Portal.

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Heating oil orders cancelled and prices hiked

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Heating oil orders cancelled and prices hiked

South of England households report cancelled orders, price hikes and heating oil supply issues.

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Global Market | Anurag Singh on what could decide the market’s next move

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Global Market | Anurag Singh on what could decide the market’s next move
Global markets are navigating a volatile phase as rising oil prices and escalating tensions in West Asia threaten supply chains and corporate earnings. Investors are closely watching developments around energy flows and geopolitical strategy, particularly the security of the critical oil transit route through the Gulf.

In a discussion with ET Now, market expert Anurag Singh outlined what he believes could ultimately determine the trajectory of the conflict and its impact on financial markets.

Focus on Strategic Objectives
Singh suggested that the core objective for the United States and Israel is to weaken Iran’s military and nuclear capabilities while ensuring global energy supply routes remain open.“The endgame is this — the US and Israel have to completely obliterate the capabilities of Iran. The nuclear arsenal has to be completely destroyed… and in the immediate term the Strait of Hormuz has to be open.”

The Strait of Hormuz remains one of the most critical energy chokepoints in the world, carrying roughly 20% of global oil supply.Earnings Concerns Already Priced In
According to Singh, equity markets have already started factoring in the risk of weaker corporate earnings, particularly in consumer-linked sectors.
“Consumer discretionary companies have already taken about a 20% correction in anticipation of earnings dropping.”
However, he pointed out that emergency oil reserve releases could buy policymakers some time to stabilize supply.

“Releasing hundreds of millions of barrels of reserves has bought around 20 days. Within these two to three weeks, a solution could emerge.”

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The Shipping and Insurance Challenge
Even if military protection is provided to oil tankers, the logistical and insurance hurdles remain a major concern for global trade.

“It is one thing to say ships will be protected, but somebody has to drive the first ship through the Strait. Who will be that brave one?” Singh believes the ultimate measure of success will be the long-term security of the shipping corridor. “Victory will be decided if the Strait of Hormuz can be taken away from Iran’s control for all times.”

Markets Facing Multiple Headwinds
Beyond geopolitics, Singh highlighted that equity markets are already dealing with several structural concerns.

“The median stock in the S&P is down about 17%, and in the Nasdaq around 27%, even though the indices show only a small correction.”

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He pointed to three key worries for investors: artificial intelligence disruption in software companies, risks in private credit markets, and inflation pressures.

“There are three sets of worries that the market has to get out of before moving to new highs.”

A Crucial Two Weeks Ahead
Despite the turbulence, Singh said long-term market projections remain constructive if the situation stabilises.

“Projections for the year still point to about 12% earnings growth and the S&P potentially reaching 7,500 if things stay in place.”

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For investors, the immediate outlook hinges on how quickly geopolitical tensions ease and whether oil supply routes stabilise.

“These two weeks are super critical. Something has to come out of it, otherwise it could become a long-drawn conflict.”

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Former Deutsche Bank employees seek $800 million in damages in Monte dei Paschi case

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Former Deutsche Bank employees seek $800 million in damages in Monte dei Paschi case


Former Deutsche Bank employees seek $800 million in damages in Monte dei Paschi case

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Elis SA (ELSSF) Q4 2025 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Elis SA (ELSSF) Q4 2025 Earnings Call March 11, 2026 3:30 AM EDT

Company Participants

Xavier Martiré – Chairman of the Management Board & CEO
Louis Guyot – CFO & Member of the Management Board

Conference Call Participants

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Annelies Vermeulen – Morgan Stanley, Research Division
Ben Wild – Deutsche Bank AG, Research Division
Sabrina Blanc – Bernstein Institutional Services LLC, Research Division
Karl Green – RBC Capital Markets, Research Division
Olivier Calvet – UBS Investment Bank, Research Division
Oliver Davies – Rothschild & Co Redburn, Research Division
Mourad Lahmidi – BNP Paribas, Research Division

Presentation

Operator

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Good day, and thank you for standing by. Welcome to the Elis’s Full Year 2025 Results Webcast and Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.

I would now like to hand the conference over to your first speaker today, Mr. Martire. Please go ahead.

Xavier Martiré
Chairman of the Management Board & CEO

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Thank you. Good morning, and welcome to Elis 2025 Annual Results Presentation. I’m Xavier Martire, CEO of Elis, and I am in London today with our CFO, Louis Guyot. We are pleased to present a year of strong operational execution and continued financial progress.

Over the next hour, we will walk you through our business highlights, our financial performance and the progress we have made on our CSR road map. After I review the operational highlights of the year, I will hand over to Louis, who will detail our 2025 financial results. I will then return to provide an update on our CSR achievements before discussing our outlook for 2026, in what remains a complex and uncertain international environment. We will then open the floor to your questions. And after our call, Nicolas Buron will be available to answer any of your questions offline. Before we begin, please take the time to read the disclaimer.

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Rivian Stock Just Got an Upgrade. Here’s Why.

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Rivian Stock Just Got an Upgrade. Here’s Why.

Rivian Stock Just Got an Upgrade. Here’s Why.

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At Close of Business podcast March 12 2026

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At Close of Business podcast March 12 2026

Jack McGinn and Nadia Budihardjo discuss hurdles faced by projects in the Canning Basin.

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Meta Launches Major AI Crackdown on Facebook, Instagram Scams After Removing 159 Million Fraud Ads

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X, Formerly Twitter, Offers Valuable Insights Into Self-Reported Chronic Pain Using Machine Learning: Study

Meta Platforms is stepping up its fight against online fraud, unveiling AI-powered tools and ramping up collaboration with international law enforcement to combat scams across its platforms.

After failing to curb fraud across Facebook, Instagram, and WhatsApp in 2023, it’s about time for the social media giant to take things “more seriously” this time.

Major Scam Takedown in 2025

Facebook
Effective Facebook engagement boosts organic reach by using smart social media strategies focused on authentic interactions; no paid ads needed.

In 2025, Meta removed more than 159 million scam-related ads and disabled 10.9 million accounts linked to organized fraud networks across Facebook and Instagram.

The company also worked closely with authorities, including the Federal Bureau of Investigation, the United States Department of Justice, and the Royal Thai Police, to dismantle major scam operations. These efforts led to the disabling of over 150,000 accounts and 21 arrests worldwide.

In the same year, there was a report that Meta profited billions from scam ads on its platforms. Smaller advertisers often felt the gravity of the financial fraud, while larger advertisers experienced more lenient treatment. Some reportedly receive more than 500 violations, and yet, no actions have been taken.

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A previous Reuters report said that the four removed ad campaigns in 2025 alone accounted for $67 million in revenue.

AI-Powered Safety Features

Meta is introducing multiple AI-driven protections across its apps. According to Mashable, Facebook users will now be given real-time warnings for suspicious friend requests. For WhatsApp users, important alerts for potentially fraudulent device-linking attempts are expected to roll out.

If you’re using Messenger, an enhanced AI scam detection will be used to analyze chat behavior and warn users before manipulation occurs.

Notably, no new Instagram safety tools were announced, despite recent password-reset-related security concerns.

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Stricter Advertising Rules

To curb scam activity, Meta plans to tighten verification requirements for advertisers, especially in high-risk categories. The goal is for verified advertisers to represent 90% of ad revenue by 2026, up from 70% today.

Is Meta’s Motive Safety or Reputation?

The crackdown comes as CEO Mark Zuckerberg faces scrutiny in court over whether Meta’s platforms are designed to keep younger users hooked.

Zuckerberg is not yet done defending the platform against child safety risk claims, and yet another battle is brewing. According to the current lawsuit, Meta is prioritizing engagement over child protection. This only allowed predators to exploit young users as the platforms take money through user engagement.

Originally published on Tech Times

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Thailand’s Inflation Prospects in Light of Middle East Tensions

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Thailand's Inflation Prospects in Light of Middle East Tensions

The Middle East conflict has disrupted oil markets, risking inflation in energy-dependent Thailand. Rising fuel, freight costs will hit businesses and households. Policymakers must balance subsidies, enhance energy security, and promote efficiency to mitigate impact.

Rising Energy Risks Impacting Thailand’s Economy

The Middle East conflict in early 2026 has unsettled global oil markets and disrupted shipping routes, posing risks for energy-dependent Thailand. After experiencing prolonged low inflation, the country now faces a potential inflation rebound driven by rising oil and freight costs. The Bank of Thailand keeps inflation below target and policy rates low to support growth, but external shocks threaten this fragile balance.

Thailand’s Vulnerability and Immediate Consequences

Thailand imports about 90% of its crude oil, making energy price hikes quickly affect transport, manufacturing, food costs, and household budgets. The Producer Price Index will likely rise first, followed by consumer inflation in months. Businesses, especially SMEs, will face shrinking margins, while lower-income households may bear the brunt of increased fuel and food expenses. The Oil Fuel Fund provides some cushion but may falter if prices stay high.

Strategic Responses for Stability

Businesses should hedge risks, optimize efficiency, and negotiate supply terms to manage costs, while households prepare for higher living expenses. Policymakers need to balance subsidies and incentives to ease immediate pressures without undermining energy-saving goals. Diversifying energy sources and improving infrastructure will strengthen long-term resilience, helping Thailand absorb future shocks more effectively.

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John Lewis pays first staff bonus since 2022

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John Lewis pays first staff bonus since 2022

The department store and Waitrose supermarket owner will give workers a bonus equivalent to an extra week’s pay.

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