MCLEAN, Va., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Appian (NASDAQ: APPN), today announced that Serge Tanjga, Chief Financial Officer, will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, CA. The fireside chat is scheduled for Monday, March 2, 2026 at 12:20pm Pacific Time and will be webcast live at the following link: https://cc.webcasts.com/ Replays of the fireside chat will be available for a limited time under the “News and Events” section of the Company’s investor rela ...

Appian (APPN) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual invest ...

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]

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]

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][22] - For the full year 2025, cloud subscriptions revenue grew 19% to $437.4 million, and total revenue grew 18% to $726.9 million [3][22] - Adjusted EBITDA for Q4 was $19.7 million, and for the full year, it was $76.8 million, reflecting a significant improvement in operational efficiency [3][25] Business Line Data and Key Metrics Changes - Professional services revenue in Q4 was $40.6 million, up 36% compared to Q4 2024 [23] - The number of customers purchasing over $1 million of software grew 50% in 2025, indicating strong demand for high-value transactions [4] Market Data and Key Metrics Changes - Appian's Cloud Net ARR Expansion was 114% in Q4, up from 113% a year ago, driven by strong upsells to existing customers [24] - The commercial North America theater showed the fastest new business growth in over three years, with cloud net new ACV bookings comprising approximately 76% of total net new software bookings in Q4 [21] Company Strategy and Development Direction - Appian's strategy focuses on leveraging AI within its process framework, emphasizing that AI needs a deterministic process to add value [8][9] - 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 worth $500 million over 10 years [5][56] 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 [27][28] - The company plans to invest in sales and engineering capacity while maintaining a focus on operational efficiency and margin expansion [30] Other Important Information - Appian announced a $50 million stock buyback program, marking the beginning of a consistent capital return policy for shareholders [31] - Changes in financial reporting include the introduction of a new metric, Cloud Net ARR Expansion, to provide better insights into financial performance [19][20] Q&A Session Summary Question: Insights on Q1 guidance acceleration - Management noted that Q1 guidance benefits from strong new business in Q4 and a favorable FX tailwind [35] Question: Appian's position in AI and process orchestration - Management highlighted that Appian has been a leader in embedding AI within processes for over a decade, providing a unique governance layer for AI [41] Question: Professional services growth and future expectations - Management indicated that demand for professional services is driven by AI implementation needs and federal sector success, expecting continued growth [66] Question: AI's impact on customer budgets and purchase decisions - Management stated that AI has positively influenced customer relationships, leading to higher-level conversations and increased win rates [49] Question: Army enterprise agreement and future use cases - Management emphasized the significance of the $500 million agreement with the Army, which enhances credibility and opens doors for further government contracts [55]

Core Insights - Appian (APPN) reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, compared to break-even earnings per share a year ago, representing an earnings surprise of +59.57% [1] - The company achieved revenues of $202.87 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 7.28% and showing a year-over-year increase from $166.68 million [2] - Appian has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings Outlook - The sustainability of Appian's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $186.08 million, and for the current fiscal year, it is $0.80 on revenues of $794.58 million [7] Industry Context - The Internet - Software industry, to which Appian belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Appian's stock performance [5]