Hjaelmarsson
Oct 29, 1:46 PM
$PATH Now earnings just showed by you should invest in PATH: 1) NOW’s AI net-new annual contract value grew 65% year over year, million-dollar-plus AI deals increased 4.5×, and its year-end AI ACV target rose from
$1.5BN to
$1.7BN. That strengthens the commercial premise behind UiPath’s expansion into agents and orchestration. UiPath already has 18 of its 20 largest deals included AI last quarter.
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