TTHEMOON
2021-06-15

$UiPath(PATH)$To all, plausible reasons forthe decline: 

- EPS miss: should be noted that employee compensation was sizable. Sales and mktingexpenses more than doubled, likely to drive revenue growth. 

- partial lockup period expiry: 30% of shares owned by insiders are now free to be traded. 

Reasons to be optimistic: 

- strong top line revenue growth (65% increase yoy) 

- ARR up 68% yoy (important for saas)

- $ based net retention rate 145% (125% is considered healthy for SAAS enterprise) 

- fortress balance sheet of 1.9billion

- ranked highest in Forrester wave robotic rankings (i.e voted by users) for investor of CRWD. this is also the same ranking that was accorded to it, so u know it’s credible

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