I'm invested in that company since around 1 year and it has had a solid rally since they are surfing on the AI wave.
In summary, revenue growth and ARR are accelerating, they just turned cash flow positive last year, margins are expanding and losses are shrinking. Stock based comp and dilution are also under control.
Potential of automation is great (I worked once on an RPA project as a consultant so I can see the value and potential it can have in the future) and the new ceo's strategy and vision seem promising.
For the people who are following this company, what are your thoughts on competition ? I can't really get an idea of the level of competition they are facing. They seem way ahead of all other pure-RPA / automation platforms (blueprism, automation anywhere etc..). But multiple sources point out an increasing threat from microsoft. But when you get to read reports (i.e. gartner) + do a comparison between functionalities, microsoft power automate seem to be more of a "nice to have" product to complements the office suite rather than an end to end automation platform like UiPath. In that case, is microsoft really a threat there ?
Also, other software / ERP providers (Salesforce, SAP, Oracle) are including AI functionalities to automate their products and help clients rely less on human intervention. Is that a threat coming from there as well ?
