Key Takeaways Appian beats Q4 estimates with 15-cent EPS and 22% revenue growth to $202.9M.APPN's subscription revenues rose 19%, while services revenues jumped 36% Y/Y.Appian guides for up to 21% Q1 cloud growth and up to $817M in 2026 revenues.Appian (APPN) reported fourth-quarter 2025 non-GAAP earnings of 15 cents per share, surpassing the Zacks Consensus Estimate by 59.57% and decreasing 16.7% year over year.Revenues of $202.9 million increased 22% year over year and beat the consensus mark by 7.28%.  A ...

Appian (APPN) reported $202.87 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 21.7%. EPS of $0.15 for the same period compares to $0 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $189.1 million, representing a surprise of +7.28%. The company delivered an EPS surprise of +59.57%, with the consensus EPS estimate being $0.09.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

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Financial Performance - The number of customers paying over $1 million in annual recurring revenue increased from 115 at the end of 2024 to 140 at the end of 2025[34] - As of December 31, 2025, the company had cash and cash equivalents of $135.8 million and held $51.4 million in fixed income securities[285][286] - Outstanding principal debt as of December 31, 2025, was $240.8 million, with a potential increase in interest expense of approximately $2.4 million annually for a 1% rise in interest rates[287] - The company recognizes revenue from cloud subscriptions ratably over the term of the subscription agreement, affecting near-term sales visibility[48] Intellectual Property - The company has 28 granted patents and 21 patents pending, with none expiring before 2034[39] - The company emphasizes the importance of maintaining and enhancing its intellectual property rights to protect its core technology[38] Market Strategy - The company targets organizations with over 2,000 employees and $2 billion in annual revenue, refining its customer definition in 2025[33] - The company faces competition from custom software providers, development platforms, and automation technology vendors[35] Operational Risks - The company relies on AWS for its cloud offering, and any disruption could adversely affect its business[49] - The company is exposed to inflation risks related to personnel costs and third-party services, which may impact future profitability[288] - Future inflation may adversely affect the company's ability to maintain operating costs and gross profit margin[290] Foreign Currency Risks - The company faces foreign currency exchange risks due to international operations, primarily with the British pound, Euro, Australian dollar, and Swiss franc[291] - A 10% change in foreign currency exchange rates could impact total revenue by approximately $25.0 million and net income by approximately $3.7 million for the year ended December 31, 2025[291] - The company has experienced fluctuations in net income due to transaction gains or losses from remeasuring certain asset and liability balances in foreign currencies[292] - The company has not engaged in hedging foreign currency transactions to date but may consider it in the future[292]

Calkins said 2025 reflected execution on a strategy focused on “big deals” with large organizations. He noted the number of customers purchasing more than $1 million of software grew 50% during the year, and management said the value of seven-figure transactions nearly doubled.UiPath: Has the Bar Been Set Too Low for This AI Robotic Leader?Chief Executive Officer Matt Calkins emphasized operational improvements, noting Appian generated an 11% adjusted EBITDA margin for 2025, compared with negative 8% two ye ...

Appian (NasdaqGM:APPN) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBrian Denyeau - Managing Director of Investor RelationsDerrick Wood - Managing DirectorMatt Calkins - CEOSerge Tanjga - CFOSteve Enders - CFAConference Call ParticipantsDevin Au - Equity Research AnalystLucky Schreiner - Equity Research AnalystOscar Saavedra - Equity Research AnalystRaimo Lenschow - Senior Equity Research AnalystOperatorday, and thank you for standing by. Welcome to the Appian fourth quarter 2025 ...

Financial Data and Key Metrics Changes - In Q4 2025, Appian's cloud subscriptions revenue grew 18% to $117.0 million, while total revenue increased 22% to $202.9 million [3][20] - For the full year 2025, cloud subscriptions revenue grew 19% to $437.4 million, and total revenue grew 18% to $726.9 million [3][20] - Adjusted EBITDA for Q4 was $19.7 million, exceeding guidance, and for the full year, it was $76.8 million [3][23] Business Line Data and Key Metrics Changes - Professional services revenue in Q4 was $40.6 million, up 36% compared to Q4 2024 [21] - The number of customers purchasing over $1 million of software grew 50% in 2025, indicating strong demand for large deals [4][22] Market Data and Key Metrics Changes - Appian's Cloud Net ARR Expansion was 114% in Q4, reflecting strong upsells to existing customers [22] - AI usage on Appian's platform grew 14 times year-over-year, indicating significant traction in the market [9][10] Company Strategy and Development Direction - Appian's strategy focuses on leveraging AI within its process framework, emphasizing the synergy between AI and process management [7][14] - The company aims to capitalize on its strong position in the U.S. public sector, highlighted by a significant enterprise agreement with the U.S. Army [5][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory for 2026, expecting cloud subscription revenue to grow by 20% in Q1 and 16% for the full year [25][26] - The company is returning to a moderate pace of investment in 2026, focusing on sales and engineering capacity expansion [27] Other Important Information - Appian announced a $50 million stock buyback program, marking the beginning of a consistent capital return policy for shareholders [28] - Changes in financial reporting include the introduction of Cloud Net ARR Expansion as a new metric, replacing previous metrics like cloud gross renewal rate [18][19] Q&A Session Summary Question: Insights on Q1 guidance acceleration - Management noted that Q1 guidance benefits from strong new business in Q4 and a meaningful FX tailwind [32] Question: Appian's position in AI and process governance - Management highlighted their long-standing role in embedding AI within processes, providing a unique governance layer that enhances AI's effectiveness [37][38] Question: Changes in sales capacity and market opportunities - Management indicated that the return to growth in the sales organization is a long-term trend, driven by improved sales productivity and market opportunities [40][41] Question: AI's impact on customer budgets and purchase decisions - Management reported that AI has positively influenced customer relationships, leading to higher-level conversations and increased win rates [46] Question: Future use cases for the Army enterprise agreement - Management emphasized the importance of the $500 million enterprise agreement with the Army, which enhances credibility and opens doors for further government contracts [52][54] Question: Internal use of AI to accelerate value delivery - Management stated that AI is being extensively used in development and deployment processes to enhance productivity and optimize customer solutions [62][63]

Appian (NasdaqGM:APPN) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker5day, and thank you for standing by. Welcome to the Appian Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will then hear an automated message advising you on this raise. To withdraw your question, please ...

Appian (APPN) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +59.57%. A quarter ago, it was expected that this business process management software provider would post earnings of $0.05 per share when it actually produced earnings of $0.32, delivering a surprise of +540%.Over the l ...

Q1 2025 Earnings Call Presentation Q4 2025 Earnings Call Presentation For a discussion of the material risks and other important factors that could affect our actual results, please refer to our most recent annual report on Form 10-K, quarterly reports on Form 10-Q, and other filings with the SEC. These documents are also available on our investor section of our website. Additionally, non-GAAP financial measures will be shared. Refer to the tables included within this presentation as well as in our earnings ...