Education
About Us
Working with TipRanks
Follow Us
Appian (APPN)
NASDAQ:APPN
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.18Last Year’s EPS
0.13Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive tone driven by strong top-line growth, notable AI traction and monetization (14x YoY AI usage), expanding large enterprise and public sector wins (including a $500M Army framework), improved full-year profitability and materially stronger cash generation, and a $50M buyback announcement. Offsetting items include some gross-margin compression (especially services), higher operating expenses as the company modestly re-invests, a slight QoQ softness in quarterly cash flow, and lumpiness in on‑prem/services revenue. Management provided constructive guidance for 2026 with continued cloud growth, margin expansion, and a planed measured reinvestment in sales/engineering.Company Guidance
Strong Top-line Growth
Q4 total revenue grew 22% YoY to $202.9M; Q4 subscriptions revenue grew 19% YoY to $162.3M; Q4 cloud subscription revenue grew 18% YoY to $117.0M. Full-year 2025 total revenue grew 18% to $726.9M; full-year cloud subscription revenue grew 19% to $437.4M.
Improved Profitability and Full-Year Cash Generation
Adjusted EBITDA for FY2025 was $76.8M (Q4 adjusted EBITDA $19.7M). Appian reported an 11% adjusted EBITDA margin for full-year 2025 vs negative 8% two years prior. Full-year cash provided by operations was $62.9M (CEO cited ~$63M), a substantial improvement versus $6.9M in 2024 and a turnaround from a loss two years ago.
Significant AI Traction and Monetization
AI usage on the Appian platform grew ~14x YoY. Customers upgrading to Appian's AI license tier face an average price increase of ~25%, and a meaningful number of customers upgraded in 2025. Management cited multiple 7-figure deals driven by demand for AI features (e.g., Doc Center producing an 88% faster response time; European banks expecting >EUR 20M savings over 3 years).
Large Enterprise & U.S. Public Sector Wins
Won major public sector agreements including a U.S. Army enterprise framework that could purchase ~$500M of Appian software and services over 10 years. Ended the year with 140 customers at $1M+ ARR (vs 115 a year ago). Management emphasized strengthened position across U.S. cabinet-level agencies and military branches.
Cloud Bookings Momentum and Customer Mix Shift
Cloud net new ACV was ~76% of total net new software bookings in Q4 vs 65% a year ago; Q4 cloud net new ACV growth was the strongest in almost 3 years. Cloud net ARR expansion was 114% in Q4 (vs 113% a year ago and 112% in the prior quarter), indicating continued upsells to existing cloud customers.
Professional Services Revenue Upside
Professional services revenue grew 36% YoY in Q4 to $40.6M, driven by AI-related implementations and federal work, supporting faster time-to-value for customers and additional revenue capture.
Balance Sheet & Capital Return
Cash and investments totaled $187.2M at year-end (vs $159.9M prior year). Company announced a $50M stock buyback authorization to begin returning capital, with intent to scale repurchases as cash flow grows.
APPN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
APPN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $24.06 | $24.54 | +2.00% |
Nov 06, 2025 | $29.33 | $38.36 | +30.79% |
Aug 07, 2025 | $26.95 | $29.18 | +8.27% |
May 08, 2025 | $30.41 | $32.03 | +5.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Appian (APPN) report earnings?
Appian (APPN) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Appian (APPN) earnings time?
Appian (APPN) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APPN EPS forecast?
APPN EPS forecast for the fiscal quarter 2026 (Q1) is 0.18.
