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CrowdStrike vs. UiPath: What Revenue Patterns Tell Investors About These High-Growth Tech Companies

Source The Motley Fool

Key Points

CrowdStrike currently looks stronger on revenue, consistently generating higher absolute totals than UiPath across every quarter evaluated in this comparison.
Over the last eight quarters, CrowdStrike has maintained a stable trajectory characterized by quarter-over-quarter growth, while UiPath has displayed a more fluctuating quarter-over-quarter pattern featuring noticeable seasonal spikes and subsequent declines.
Investors analyzing the two companies should watch whether the revenue gap continues to widen over time or starts to stabilize in forthcoming reporting cycles.
10 stocks we like better than CrowdStrike ›

CrowdStrike: Exhibiting Steady Upward Revenue Growth

CrowdStrike (NASDAQ:CRWD) primarily generates revenue by selling recurring subscriptions for its cloud-based cybersecurity software to global enterprise customers.

It established a laboratory focusing on artificial intelligence safety research in early September 2026, while also expanding an agreement with Schwarz Digits to offer localized sovereign cloud software for European organizations.

UiPath: Uneven Revenue Across Recent Quarters

UiPath (NYSE:PATH) primarily earns revenue by providing specialized automation software that empowers corporate organizations to execute and streamline complex digital workflows.

It named a new chief financial officer to oversee its corporate operations in early September 2026, and concurrently managed a temporary software outage that partially disrupted routine task creation capabilities for users across multiple international regions.

Why Revenue Matters for Investors

Revenue is a basic starting point for investors evaluating a company's sales performance over time. It serves as a fundamental baseline measure of overall consumer demand and business growth.

Quarterly Revenue Trends for CrowdStrike and UiPath

Calendar quarter	CrowdStrike Revenue	UiPath Revenue
Q3 2024	$1.0 billion (quarter ended Oct. 31, 2024)	$354.7 million (quarter ended Oct. 31, 2024)
Q4 2024	$1.1 billion (quarter ended Jan. 31, 2025)	$423.6 million (quarter ended Jan. 31, 2025)
Q1 2025	$1.1 billion (quarter ended April 30, 2025)	$356.6 million (quarter ended April 30, 2025)
Q2 2025	$1.2 billion (quarter ended July 31, 2025)	$361.7 million (quarter ended July 31, 2025)
Q3 2025	$1.2 billion (quarter ended Oct. 31, 2025)	$411.1 million (quarter ended Oct. 31, 2025)
Q4 2025	$1.3 billion (quarter ended Jan. 31, 2026)	$481.1 million (quarter ended Jan. 31, 2026)
Q1 2026	$1.4 billion (quarter ended April 30, 2026)	$418.4 million (quarter ended April 30, 2026)
Q2 2026	$1.5 billion (quarter ended July 31, 2026)	$410.3 million (quarter ended July 31, 2026)

Data source: Financial Modeling Prep. Data as of Sept. 25, 2026.

Foolish Take

Examining the revenue trends for CrowdStrike and UiPath reveal key insights for investors weighing whether to buy shares. Both companies are benefiting from the artificial intelligence boom, but in different ways.

CrowdStrike is seeing a consistent quarter-over-quarter sales increase over the past year. That's an indicator of the strong customer demand it's experiencing, since year-over-year growth is more typical for businesses.

The increase makes sense, given AI has proven capable of hacking into an organization with unprecedented speed and ability. Cybersecurity resilient to these AI attacks are highly sought after, providing a tailwind to CrowdStrike's business.

UiPath's revenue trend is the more typical year-over-year growth pattern. Even so, recent quarters reveal business may be slowing down. Its sales of $410.3 million in its fiscal second quarter, ended July 31, represented an excellent double-digit increase of 13% year over year.

However, UiPath forecasted Q3 revenue to come in between $440 million to $445 million, which is around 8% year-over-year growth, a significant drop from Q2. For a software company operating in the hot AI sector, that kind of decline is worrisome for investors.

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Robert Izquierdo has positions in CrowdStrike and UiPath. The Motley Fool has positions in and recommends CrowdStrike and UiPath. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.

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