PATH's 21% Rise in Million-Dollar Customers is the Number to Watch

UiPath's PATH customer momentum can be read through one especially revealing measure: the number of customers generating at least $1 million in annualized renewal run-rate. That group rises from 320 in 2Q 2026 to 387 in 2Q 2027, an increase of 67 customers, or about 21%. That expansion matters because it shows UiPath is not merely adding accounts at the lower end of its large-customer base. It is moving more relationships into a substantially higher-value tier. The broader cohort of customers with at least $100,000 in ARR increases from 2,432 to 2,666 over the same period, adding 234 customers, or roughly 10%. The contrast between the two growth rates is the key signal.