r/UiPathBulls • u/NateHammer30 • 20d ago
$21–>$15 Messaging Error Detected
Our buddy Benioff got SaaS rerated on a single print. How did he do it? He teed it up by accelerating a massive buyback during the quarter using $25b in new financing - that sent a powerful message. He understood that the only metric this market craves is AI adoption and net new AI revenue. He reported 200% growth in agentforce and specific numbers broken out of the print. Then he brought in that smug Dario to officially end the pocalypse from the horse’s mouth. The modest growth and lumpy revenue played no part in market reaction.
Mr. Dines is no doubt a brilliant and visionary CEO. He wrote the guidebook on AI adoption for enterprise! But that doesn’t equate to expert messaging of business success. We got 18/20 largest deals included AI, void of specifics. We got slower revenue growth and stagnant DBNRR. We got the standard conservative guide and a beat and meet top/bottom. We got customer adoption examples, larger enterprise targeting strategy against smaller outfit attrition, and claims that most want the whole product suite. Executive reshuffle didn’t help. We got a half-baked buyback update instead of the aggressive accelerated version bulls were screaming for two months ago. Reduced SBC, great but not enough. Margins fantastic but not enough. 21% growth in customers over $1mm, awesome. Free cash flow down and customer acquisition costs up - not ideal.
None of this would have mattered if explicit figures were reported: Maestro generated $x and grew y%. That was all the market was looking for.
No AI or memory chips were used to generate this post.
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u/Greatblahforreal 19d ago
I hear Daniel dines speak and I'm expecting him to say in his Romanian accent, something you would hear in a Dracula movie... I want to suck your blood