EP24 - UiPath: From RPA to AI Agents That Orchestrate the Enterprise

From Bucharest to Wall Street: how UiPath evolved Robotic Process Automation into agentic automation, becoming the most important enterprise software company ever born in Eastern Europe.

Founded in 2005 by Daniel Dines and Marius Tîrcă as a software development studio in Bucharest, UiPath showed the foresight to pivot in 2015 toward RPA — the technology automating repetitive tasks on digital interfaces using "robots" that mimic human actions. The timing was perfect: enterprises desperately sought ways to automate internal processes without touching legacy systems. UiPath was the fastest way to do it.

Key numbers Q2 FY2026: ARR of $1.723 billion (+11% year-over-year), revenues of $362 million (+14%), Dollar-Based Net Retention Rate of 108%, roughly 10,820 enterprise customers. In this episode we analyze the transition from automating single tasks to AI agents orchestrating complex workflows, the Academy-led strategy that trained over 2 million certified UiPath developers worldwide, and how enterprise sales are evolving to compete with Microsoft Power Automate and ServiceNow. You'll learn the 5 metrics that matter today for valuing UiPath and the playbook for scaling enterprise software from an emerging market.

• Perché l’era agentica cambia prodotto e GTM
• Le 5 metriche che contano oggi su UiPath
• Playbook riusabile: Academy-led GTM e ROI stories