Question · Q4 2025
Lucky Schweiner asked about the deceleration in the full-year cloud growth guide compared to the strong Q1, specifically inquiring if it's primarily FX-related or if factors like conservatism around deal timing or sales capacity ramping are also contributing.
Answer
CFO Serge Tanjga clarified that the majority of the difference between the 20% Q1 cloud growth midpoint and the 16% full-year cloud growth midpoint is due to the FX tailwind in Q1, which normalizes later in the year, rather than underlying constant currency business changes.
Ask follow-up questions
Fintool can predict
APPN's earnings beat/miss a week before the call