UiPath (PATH): FY27 Q2 earnings call, Sep 3, 2026

Thu, Sep 3Earnings callSpeaker-labelled transcriptUiPath

On its Sep 3, 2026 earnings call (FY27 Q2), UiPath said 4 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 4 settled yes · our count agreed on 12 of 12

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Maestro Yes44✓89%transcripts from the transcript model–
Buyback / Repurchased Yes11✓73%transcripts from the transcript model–
Claude / Anthropic Yes11✓54%transcripts from the transcript model–
Autopilot Yes11✓54%transcripts from the transcript model–
Microsoft No00✓65%transcripts from the transcript model–
SAP No00✓64%transcripts from the transcript model–
OpenAI No00✓60%transcripts from the transcript model–
Restructuring No00✓45%transcripts from the transcript model–
Databricks No00✓33%transcripts from the transcript model–
Tariff No00✓29%transcripts from the transcript model–
FedRAMP No00✓20%transcripts from the transcript model–
Banco Azteca No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Daniel Dinescompany“Maestro” · prepared

…global insurance provider is a strong example. In a seven-figure expansion, they are modernizing beneficiary claims, expanding their use of IXP, Maestro agents, and robots.

Ashim Guptacompany“Buyback / Repurchased” · prepared

…equivalents, and marketable securities, and no debt. During the second quarter, we repurchased 2.4 million shares at an average price of $9.63. Now, I would…

Daniel Dinescompany“Claude / Anthropic” · qa

…in supporting the best agentic frameworks in the world, like LangChain, and Claude Agent SDK, and Codex harness, and some others. We are model agnostic.…

Daniel Dinescompany“Autopilot” · prepared

…military services. Building on its deterministic foundation, the department is adding UiPath Autopilot, our IDP solutions, and test automation to automate critical audit and reconciliation…

Agents: this page as TSV at /api/v1/appearances/uipath:2026-09-03:earnings_call · words: /api/v1/brief?appearance=uipath:2026-09-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP