Earnings summaries and quarterly performance for APPIAN.
Executive leadership at APPIAN.
Matthew Calkins
Detailed
Chief Executive Officer and President
CEO
MD
Mark Dorsey
Detailed
Chief Revenue Officer
MB
Michael Beckley
Detailed
Chief Technology Officer
PZ
Pavel Zamudio-Ramirez
Detailed
Chief Customer Officer
RC
Robert C. Kramer
Detailed
General Manager
S“
Srdjan “Serge” Tanjga
Detailed
Chief Financial Officer
Board of directors at APPIAN.
Research analysts who have asked questions during APPIAN earnings calls.
Raimo Lenschow
Barclays
6 questions for APPN
Also covers: BASE, BIGC, BRZE +35 more
DW
Derrick Wood
TD Cowen
4 questions for APPN
Also covers: AVPT, BRZE, CFLT +13 more
DA
Devin Au
KeyBanc Capital Markets Inc.
4 questions for APPN
Also covers: CHGG, COUR, INST +5 more
SE
Steve Enders
Citigroup
3 questions for APPN
Also covers: ASAN, BL, BOX +11 more
SE
Steven Enders
Citigroup Inc.
3 questions for APPN
Also covers: ASAN, BL, BOX +14 more
Jacob Roberge
William Blair
2 questions for APPN
Also covers: BL, DDOG, DOCU +14 more
NA
Nicholas Altmann
Scotiabank
2 questions for APPN
Also covers: AMPL, BRZE, GTLB +8 more
Oscar Saavedra
Morgan Stanley
2 questions for APPN
Also covers: FROG, FRSH, PD +2 more
Sanjit Singh
Morgan Stanley
2 questions for APPN
Also covers: AKAM, BASE, CFLT +15 more
Andrew Sherman
Cowen
1 question for APPN
Also covers: AXON, DDOG, DT +7 more
JR
Jake Roberge
William Blair & Company, L.L.C
1 question for APPN
Also covers: ADBE, ARCT, BL +13 more
KL
Keith Lite
Morgan Stanley
1 question for APPN
Keith Weiss
Morgan Stanley
1 question for APPN
Also covers: ADBE, BILL, CHKP +19 more
LS
Lucky Schreiner
D.A. Davidson & Co.
1 question for APPN
Also covers: ASAN, BOX, DOMO +2 more
LS
Lucky Schweiner
D.A. Davidson
1 question for APPN
Recent press releases and 8-K filings for APPN.
Appian Reports Strong Q4 and Full-Year 2025 Results, Announces Share Buyback, and Provides 2026 Guidance
APPN
Earnings
Guidance Update
Share Buyback
- Appian reported strong financial performance for Q4 2025, with total revenue growing 22% to $202.9 million and Adjusted EBITDA reaching $19.7 million. For the full year 2025, total revenue grew 18% to $726.9 million, and Adjusted EBITDA was $76.8 million, achieving an 11% margin.
- The company announced a $50 million stock buyback program, which is expected to offset dilution from stock grants issued in 2026 and marks the beginning of a consistent capital return policy.
- Growth was significantly driven by large deals, with the number of customers purchasing over $1 million of software increasing by 50%, and a strengthened position in the U.S. public sector, including a $500 million enterprise agreement with the U.S. Army over 10 years.
- Appian's strategy leveraging AI and process orchestration led to AI use on its platform growing 14 times year-over-year, with customers upgrading to an AI license tier at an average 25% price increase.
- For Q1 2026, Appian expects total revenue between $189 million and $193 million and Adjusted EBITDA between $19 million and $22 million. Full-year 2026 guidance projects total revenue between $801 million and $817 million and Adjusted EBITDA between $89 million and $99 million.
Feb 19, 2026, 1:30 PM
Appian Reports Q4 and Full-Year 2025 Results and 2026 Guidance
APPN
Earnings
Guidance Update
Share Buyback
- Appian reported total revenue of $202.9 million for Q4 2025, a 22% increase year-over-year, and $726.9 million for the full year 2025, an 18% increase.
- The company achieved $19.7 million in Adjusted EBITDA for Q4 2025 and $76.8 million for the full year, with an 11% adjusted EBITDA margin for FY 2025, a significant improvement from negative 8% two years prior.
- Appian announced a $50 million stock buyback and provided 2026 guidance, including expected cloud subscription revenue between $502 million and $510 million (16% growth at midpoint) and Adjusted EBITDA between $89 million and $99 million.
- Strategic successes in 2025 included a 50% increase in customers purchasing over $1 million of software and a $500 million enterprise agreement with the U.S. Army over 10 years. AI is a key growth driver, with AI use on the platform growing 14 times year-over-year and customers upgrading to AI license tiers with a 25% average price increase.
Feb 19, 2026, 1:30 PM
Appian Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance, and Announces Share Buyback
APPN
Earnings
Guidance Update
Share Buyback
- Appian reported strong financial performance for Q4 and full-year 2025, with total revenue growing 22% to $202.9 million in Q4 2025 and 18% to $726.9 million for the full year 2025. The company achieved an 11% adjusted EBITDA margin for FY 2025, a significant improvement from negative 8% two years prior.
- The company provided guidance for Q1 2026, expecting total revenue between $189 million and $193 million and Adjusted EBITDA between $19 million and $22 million. For full-year 2026, total revenue is projected to be between $801 million and $817 million, with Adjusted EBITDA between $89 million and $99 million.
- Appian announced a $50 million stock buyback program to be executed during 2026, intended to offset dilution from stock grants and initiate a consistent capital return policy.
- AI was a significant growth driver in 2025, contributing to revenue, profit, and pipeline growth, with AI use on the platform increasing 14 times year-over-year and driving many seven-figure software deals through upgrades to an AI license tier with an average 25% price increase.
Feb 19, 2026, 1:30 PM
Appian Announces Fourth Quarter and Full Year 2025 Financial Results and Share Repurchase Program
APPN
Earnings
Guidance Update
Share Buyback
- For the fourth quarter ended December 31, 2025, Appian reported total revenue of $202.9 million, an increase of 22% year-over-year, with cloud subscriptions revenue growing 18% to $117.0 million.
- For the full year 2025, total revenue was $726.9 million, up 18% compared to 2024, and cloud subscriptions revenue increased 19% to $437.4 million.
- Appian achieved GAAP net income of $1.2 million for the full year 2025, a significant improvement from a GAAP net loss of $(92.3) million in 2024. Non-GAAP net income for the full year 2025 was $45.6 million, compared to a non-GAAP net loss of $(9.4) million in 2024.
- The company provided guidance for the first quarter of 2026, expecting total revenue between $189.0 million and $193.0 million, and for the full year 2026, projecting total revenue between $801.0 million and $817.0 million.
- Appian's Board of Directors authorized a share repurchase program of up to $50.0 million of common stock, effective February 2026 through February 2028.
Feb 19, 2026, 12:31 PM
Appian Reports Strong Q4 2025 Results and Secures U.S. Army Deal
APPN
Earnings
New Projects/Investments
Share Buyback
- Appian reported strong Q4 2025 results with total revenue of $202.9 million (up 22%) and full-year revenue of $726.9 million, alongside $19.7 million in Q4 adjusted EBITDA.
- The company secured a strategic $500 million, 10-year enterprise agreement with the U.S. Army.
- Appian announced a $50 million stock buyback program intended to offset dilution and mark the start of a recurring capital return policy.
- AI features are directly monetizing, with customers upgrading to AI-integrated license tiers paying, on average, about a 25% higher price.
- Appian ended the year with $187.2 million in cash and equivalents plus investments and reported full-year operating cash flow of $62.9 million.
Feb 19, 2026, 12:21 PM
Appian Announces Fourth Quarter and Full Year 2025 Financial Results and 2026 Guidance
APPN
Earnings
Guidance Update
- Appian reported Q4 2025 total revenue of $202.9 million, an increase of 22% year-over-year, with cloud subscriptions revenue growing 18% to $117.0 million.
- For the full year 2025, total revenue reached $726.9 million, up 18% compared to 2024, and cloud subscriptions revenue increased 19% to $437.4 million.
- The company achieved non-GAAP net income of $11.1 million (or $0.15 per share) in Q4 2025 and $45.6 million (or $0.61 per diluted share) for the full year 2025.
- For Q1 2026, Appian expects total revenue to be between $189.0 million and $193.0 million, and non-GAAP net income per share between $0.16 and $0.20.
- The full year 2026 guidance projects total revenue between $801.0 million and $817.0 million, with non-GAAP net income per share expected to be between $0.82 and $0.96.
Feb 19, 2026, 12:05 PM
Appian awarded US Army Enterprise Agreement
APPN
New Projects/Investments
Revenue Acceleration/Inflection
- Appian (Nasdaq: APPN) has been awarded a new Enterprise Agreement (EA) by the US Army.
- This agreement allows the Army to purchase up to $500 million of Appian Platform licenses, maintenance, support services, and cloud services over a 10-year period.
- The EA is expected to substantially reduce the total cost of ownership for the Army and supports its software modernization and AI-powered transformation efforts.
- Additionally, the Appian Defense Cloud (ADC) has received Authorization to Operate (Conditionally) (ATO-C) from the Army, enabling faster adoption of secure commercial technologies in an IL5 environment.
Jan 15, 2026, 2:00 PM
Appian's Trade Secret Case Against Pega Heads to Retrial
APPN
Legal Proceedings
- The Supreme Court of Virginia has rejected Pegasystems Inc.'s attempt to dismiss Appian's trade secret case entirely, remanding the case for retrial.
- Appian will continue to pursue its trade secret claims against Pega, which was previously found to have violated the Virginia Computer Crimes Act.
- The Supreme Court's opinion described how Pega hired a "spy" to obtain Appian information, concealed their identity, and used the information to improve its product and train its sales team.
- Appian cannot predict the outcome or timing of any further appeals or proceedings.
Jan 9, 2026, 12:31 AM
Appian CFO Discusses Profitability, AI Strategy, and Capital Allocation
APPN
Profitability
New Projects/Investments
Share Buyback
- Appian's CFO highlighted a significant improvement in profitability, with the company moving from a negative 12% EBITDA margin in 2023 to a guided 10% for 2025, and expects a modest margin improvement in 2026.
- The company's AI strategy focuses on integrating AI into complex processes, with initial success in document processing and the recent General Availability of Agent Studio. Monetization occurs through a 35% uplift for customers upgrading to the advanced tier for AI features, with future consumption-based pricing.
- Appian has shifted its go-to-market strategy to focus on high-value enterprise use cases and improved sales productivity, including a reduction in its sales organization in summer 2024.
- For the first time, Appian is generating meaningful cash flow and is approaching net debt zero. The company has returned capital to shareholders through a $50 million buyback in 2024 and two $10 million buybacks in 2025 to offset dilution.
Dec 10, 2025, 4:40 PM
Appian CFO Discusses Profitability Turnaround, AI Strategy, and Capital Allocation
APPN
Guidance Update
Share Buyback
New Projects/Investments
- Appian's CFO, Serge Tanjga, highlighted the company's strong fundamentals, including high retention rates, gross margins, and customer satisfaction, alongside a compelling AI value proposition.
- The company has significantly improved its profitability, transitioning from a negative 12% EBITDA margin in 2023 to a guidance of approximately 10% for the current year, largely due to capital discipline and a refined go-to-market strategy focusing on high-value use cases.
- Appian's AI strategy involves integrating AI into processes with guardrails and data access, monetized through a 35% uplift for customers upgrading to the advanced tier for AI production, with future consumption-based pricing.
- Appian is generating meaningful cash flow for the first time and has conducted share buybacks totaling $70 million ($50 million last year and two $10 million this year) to offset dilution, with M&A not being a core growth strategy.
Dec 10, 2025, 4:40 PM
Quarterly earnings call transcripts for APPIAN.
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