APPN
Appian Corporation36.43
-0.47-1.27%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms AI, clarifies guidance.
Q&A largely reaffirmed prepared remarks on AI traction and federal momentum, but clarified Q1 cloud acceleration from Q4 new business and FX tailwinds, with full-year guide shaped by normalization and lumpy non-cloud revenue. Management detailed AI upsell progression—POCs to advanced tiers, then repeat workloads—and plans to aggressively demo Doc Center across dozens of accounts. Legacy modernization excited prospects, boosting the Army ELA's credibility. Sales capacity expansion signals a long-term trend, done responsibly. No walk-backs; tone confident on execution.
Key Stats
Market Cap
2.70BP/E (TTM)
-Basic EPS (TTM)
-0.10Dividend Yield
0%Recent Filings
10-K
FY2025 results
Appian drove FY2025 revenue to $726.9M, up 17.8% y/y, with subscriptions hitting $576.5M (79% of total) fueled by cloud growth to $437.4M. Q4 deals accelerated seasonally, pushing cloud net ARR expansion to 114% while existing customers delivered 90% of subscription gains. Gross margins held steady at 72.5%, but opEx discipline flipped operating loss to breakeven. Cash from ops surged to $62.9M on strong collections. Backlog swelled 21% to $661.8M. Yet litigation delays with Pegasystems cloud quarterly visibility.
8-K
Q4 revenue up 22%, buyback authorized
8-K
Appian adds Link to Board
Appian appointed David Link, ScienceLogic's Co-Founder and CEO, to its Board effective January 25, 2026, adding him to the Audit Committee. Link brings deep expertise scaling AI-driven IT operations platforms. He'll receive a $250,000 annual retainer, half cash and half vested stock. Board tapped his automation chops.
10-Q
Q3 FY2025 results
Appian posted Q3 revenue of $187M, up 21% y/y, with subscriptions at $147M (up 19.5% y/y) driving the surge while professional services jumped 28.7% y/y; gross margin held steady at 75.8%. Operating income flipped to $13.1M from a $7.2M loss y/y, boosted by sales and marketing discipline. Cash from operations hit $61.7M YTD, lifting cash and equivalents to $125M alongside $66M in short-term investments, against $246M debt (maturing 2027). Repurchased $20M in stock YTD. Government contracts pose execution risks.
8-K
Q3 revenue up 21%
Appian posted Q3 revenue of $187.0 million, up 21% year-over-year, driven by 21% cloud subscriptions growth to $113.6 million and 111% retention. GAAP operating income flipped to $13.1 million from a $7.2 million loss; non-GAAP hit $29.8 million. Cloud revenue guides to 18-19% full-year growth. Profitability surged.
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