[HN Gopher] UiPath Inc S-1 SEC Form
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       UiPath Inc S-1 SEC Form
        
       Author : vladd
       Score  : 23 points
       Date   : 2021-03-27 20:26 UTC (2 hours ago)
        
 (HTM) web link (sec.report)
 (TXT) w3m dump (sec.report)
        
       | mrkramer wrote:
       | They remind me of Oracle but RPA can't be as big as databases
       | anytime soon.
        
       | oblio wrote:
       | I know it's registered in the US, but still: go Romania! :-)
        
         | wait_a_minute wrote:
         | Hai Romanii!!!! :D
        
       | bscanlan wrote:
       | On one hand, this type of service merely solves business intent
       | with unfriendly or un-automatable interfaces. Why should this
       | exist and be so successful? On the other, I guess it's like
       | Segment or Tray.io, gluing together various services to improve
       | business outcomes, and taking their slice of the efficiency
       | improvements they make possible. I guess the most commonly
       | integrated services should wake up and see the potential revenue
       | they're losing in having crumby interfaces, and in the meantime
       | UIPath will provide a good path for efficient IT services. Fair
       | play to them in executing so well in this space.
        
       | joschmo wrote:
       | UiPath vs. Automation Anywhere was a hotly contested debate
       | amongst the growth investor set for the last 3-5 years but the
       | massive distance UiPath has put between it and AA in the last
       | 12-15 months is remarkable.
       | 
       | Dubious on the very long-term value of the company as SaaS
       | providers continue to eat away at some of its core use cases in
       | banking / financial services, and both large RPA vendors have had
       | some disastrous deployments outside of their core industries but
       | there's so much value in replacing massive BPO spend in financial
       | and professional services oriented enterprises. This one's a
       | winner in the near to mid-term at the very least.
        
       | ketanmaheshwari wrote:
       | Does anyone know how to effectively read such a long form /
       | document? What are the most important pieces of information for a
       | layperson and where / how to find them?
        
         | svbanker wrote:
         | Business Section and MD&A are the only parts worth reading.
         | 
         | Business section will go over the history of the company, the
         | product, high level strategy etc. MD&A will include all of the
         | financials and provide some commentary
        
         | franklampard wrote:
         | What are you looking for?
        
       | sdan wrote:
       | I find it crazy they were able to go from 1m to 100m in ARR in 18
       | months
        
         | arikr wrote:
         | That doesn't sound right, where are you seeing that
        
         | svbanker wrote:
         | It took them 13 years to get from $0 to $50m of ARR..
        
           | sdan wrote:
           | I believe it was 13 years to get from $0 to 1m in ARR? Am I
           | mistaken?
        
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       (page generated 2021-03-27 23:00 UTC)