Earnings summaries and quarterly performance for APPIAN.
Executive leadership at APPIAN.
Board of directors at APPIAN.
Research analysts who have asked questions during APPIAN earnings calls.
Raimo Lenschow
Barclays
4 questions for APPN
Steven Enders
Citigroup Inc.
3 questions for APPN
Derrick Wood
TD Cowen
2 questions for APPN
Devin Au
KeyBanc Capital Markets Inc.
2 questions for APPN
Jacob Roberge
William Blair
2 questions for APPN
Nicholas Altmann
Scotiabank
2 questions for APPN
Sanjit Singh
Morgan Stanley
2 questions for APPN
Andrew Sherman
Cowen
1 question for APPN
Jake Roberge
William Blair & Company, L.L.C
1 question for APPN
Keith Lite
Morgan Stanley
1 question for APPN
Keith Weiss
Morgan Stanley
1 question for APPN
Steve Enders
Citigroup
1 question for APPN
Recent press releases and 8-K filings for APPN.
- 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.
- 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.
- Serge Tanjga, Appian's CFO, highlighted the company's strong financial profile, compelling AI value proposition, and improved go-to-market strategy as key attractions.
- Appian's AI strategy focuses on integrating AI into processes with guardrails and data access, with successful use cases in document processing and the recently launched Agent Studio.
- The company monetizes AI features through a 35% uplift for customers upgrading to an advanced tier and anticipates future consumption-based pricing for "AI actions".
- Appian has significantly improved profitability, moving from a negative 12% EBITDA margin in 2023 to a guidance of approximately 10% for this year (2025), driven by a strategic shift to high-value use cases and workforce reductions.
- The company is now generating meaningful cash flow and has returned capital to shareholders through a $50 million buyback last year and two $10 million buybacks this year to offset dilution, with M&A not being a core strategy.
- Appian announced the general availability of Agent Studio, which embeds powerful AI agents directly into enterprise processes to automate complex work, with 100% of beta program participants finding it 'intuitive or very intuitive'.
- The company also launched Appian Composer, an AI-guided tool for rapid application modernization, already used by over 130 organizations to build more than 1,300 applications.
- Enhancements to Appian's Data Fabric include handling up to 50 million rows with 5x faster write throughput and improved information security compliance.
- Appian reported strong Q3 2025 financial results, with total revenue growing 21% year-over-year to $187.0 million and cloud subscriptions revenue increasing 21% to $113.6 million. The company achieved an Adjusted EBITDA of $32.2 million and net income of $24.4 million, or $0.32 per diluted share.
- The company demonstrated improved efficiency, with its go-to-market productivity ratio rising to 3.5 and its weighted rule of 40 score increasing to 39. Appian's up-market strategy is driving momentum, evidenced by over 50% more new seven-figure software deals compared to Q3 2024.
- Appian's AI strategy is gaining traction, with over a quarter of its customer base now paying for Appian AI. The company is also launching a major new feature called Agent Studio, designed to enable powerful AI agents with code-free configuration.
- For Q4 2025, Appian expects cloud subscription revenue between $115 million and $117 million and total revenue between $187 million and $191 million. The company raised its full-year 2025 guidance, projecting total revenue between $711 million and $715 million and Adjusted EBITDA between $67 million and $70 million.
- Appian reported third quarter 2025 cloud subscriptions revenue of $113.6 million, an increase of 21% year-over-year, and total revenue of $187.0 million, also up 21% year-over-year.
- For the third quarter of 2025, the company achieved GAAP net income of $7.8 million and non-GAAP net income per basic and diluted share of $0.32. Adjusted EBITDA was $32.2 million.
- Appian provided fourth quarter 2025 guidance, expecting total revenue between $187.0 million and $191.0 million, and non-GAAP net income per share between $0.04 and $0.08.
- For full year 2025, the company anticipates total revenue to be between $711.0 million and $715.0 million, with adjusted EBITDA projected between $67.0 million and $70.0 million.
- NexGold Mining Corp. has closed a US$24 million financing for a 2.9% net smelter returns royalty with Appian Capital Advisory Limited, relating to its 100%-owned Goldboro Gold Project.
- Proceeds were used in part to retire a US$12 million credit facility and buy back a 0.6% royalty, leaving NexGold with no material third-party debt after the transaction.
- The royalty applies to all minerals produced up to 1,250,000 ounces of gold equivalent, with a buyback option to reduce the royalty to 1.0% for US$29M within three years or US$30.5M within four years of closing.
- Appian has a right to negotiate participation in up to 50% of any project financing for three years and a first right of offer on additional streams or royalties during this period.
- Appian's product is considered a mission-critical platform by customers, contributing to strong retention rates, and its AI value proposition is resonating in the market, with 50% of new logos in recent quarters coming from the advanced tier that includes AI features.
- The company has seen continued improvements in sales execution, particularly with its move up-market, leading to improved sales productivity and the acquisition of bigger deals and new logos.
- Appian has achieved significant progress in profitability, guiding to an 8% EBITDA margin for the current year (FY2025), representing an 800 basis points improvement over the last two years.
- The federal government business is growing faster than Appian's overall business, driven by the government's desire to automate and consolidate legacy technologies, which is seen as a long-term tailwind.
- Appian (NASDAQ: APPN) announced that its AI-powered platform enabled MagMutual, a medical malpractice insurer, to transform its operations, addressing challenges from legacy systems and manual workflows.
- MagMutual's new self-service quoting portal, built with Appian, generated over $1 million in new revenue and is estimated to deliver 20% annual revenue growth.
- The implementation significantly improved efficiency, reducing complex policy migrations for acquisitions from three years to one year and accelerating quoting from weeks to minutes.
Quarterly earnings call transcripts for APPIAN.
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