Here's What Key Metrics Tell Us About Appian (APPN) Q4 Earnings

Core Insights - Appian (APPN) reported revenue of $202.87 million for the quarter ended December 2025, marking a year-over-year increase of 21.7% and exceeding the Zacks Consensus Estimate of $189.1 million by 7.28% [1] - The company achieved an EPS of $0.15, a significant improvement from $0 a year ago, with an EPS surprise of 59.57% compared to the consensus estimate of $0.09 [1] Revenue Breakdown - Professional services revenue reached $40.6 million, surpassing the average estimate of $34.62 million by analysts, reflecting a year-over-year increase of 35.8% [4] - Subscription revenue totaled $162.27 million, exceeding the average estimate of $154.48 million, with an 18.6% year-over-year growth [4] - Revenue from term license subscriptions was $36.42 million, above the average estimate of $29.08 million, representing a year-over-year increase of 21.7% [4] - Maintenance and support revenue was $8.82 million, slightly below the estimated $9.1 million, but still showing an 11.2% increase compared to the previous year [4] - Cloud subscriptions generated $117.02 million, exceeding the average estimate of $116.09 million, with an 18.3% year-over-year growth [4] Stock Performance - Appian's shares have declined by 16.3% over the past month, while the Zacks S&P 500 composite has decreased by only 1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]