NASDAQ$APPN

Appian Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Appian's Q1 2022 results exceeded expectations with strong cloud subscription revenue growth and a well-attended annual conference.

Appian announced its Q1 2022 financial results, reporting a 29% increase in total revenue, driven by a 37% increase in cloud subscription revenue. The company exceeded its guidance for the quarter and saw a strong community turnout at its annual conference.

  • Cloud subscription revenue increased 37% year-over-year to $53.4 million.
  • Total subscriptions revenue increased 31% year-over-year to $83.7 million.
  • Total revenue was $114.3 million, up 29% compared to the first quarter of 2021.
  • Cloud subscription revenue retention rate was 117% as of March 31, 2022.

Headline financials

Total Revenue

$114M

Previous: $88.9M+28.6%
EPS (adj)

-$0.06

Previous: -$0.06+0.0%
Capital Expenditures

-$3.39M

Previous: -$468K-624.4%
Free Cash Flow

-$26.5M

Previous: -$14.1M-88.9%
Net Income

-$23.2M

Previous: -$13.6M-70.4%
Operating Income

-$23.9M

Previous: -$10.5M-127.5%
Gross Profit

$83.4M

Previous: $65.3M+27.6%
Cash & Equivalents

$107M

Previous: $115M-6.9%
Total Assets

$503M

Previous: $501M+0.4%
Stock-Based Comp

$6.94M

Previous: $7.89M-12.0%

Revenue & EPS history

Appian · Revenue · Quarterly

$114M

Q1 2022+28.6%vs Q1 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Appian · $83.9M total across 2 segments · Q1 2022

  • Cloud Subscriptions
    $53.4M+36.6%
  • Professional Services
    $30.5M+21.7%

Forward guidance

Appian provided guidance for the second quarter and full year 2022.

Tailwinds

  • Second quarter cloud subscription revenue is expected to be in the range of $55.8 million and $56.3 million, representing year-over-year growth of between 31% and 32%.
  • Second quarter total revenue is expected to be in the range of $102.8 million and $104.8 million, representing a year-over-year increase of between 24% and 26%.
  • Full year cloud subscription revenue is expected to be in the range of $236.0 million and $238.0 million, representing year-over-year growth of between 32% and 33%.
  • Full year total revenue is expected to be in the range of $453.0 million and $457.0 million, representing a year-over-year increase of between 23% and 24%.
  • SkillStorm will provide an exclusive pipeline of custom-trained and certified Appian Developers at high scale.

Headwinds

  • Second quarter adjusted EBITDA loss is expected to be in the range of $(25.0) million and $(22.0) million.
  • Second quarter non-GAAP net loss per share is expected to be in the range of $(0.37) and $(0.33), assuming weighted average common shares outstanding of 72.4 million.
  • Full year adjusted EBITDA loss is expected to be in the range of $(53.0) million and $(50.0) million.
  • Full year non-GAAP net loss per share is expected to be in the range of $(0.82) and $(0.77), assuming weighted average common shares outstanding of 72.5 million.
  • GAAP operating loss was $(23.9) million for the first quarter of 2022, compared to $(10.5) million for the first quarter of 2021.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.4%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+2.6%

Avg return

30 days after

49%

17 / 35 earnings

Positive

+30.8%

Q3 2025

Best reaction

-21.6%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-11.5%+6.7%
Q4 2025+1.8%+3.7%+5.2%
Q3 2025+30.8%+50.8%+39.7%
Q1 2025+5.3%+8.2%+5.8%
Q4 2024+16.2%+3.7%-3.9%
Q3 2024+0.7%-1.3%+0.4%
Q2 2024-19.2%-24.8%-12.2%
Q1 2024-12.9%-13.3%-22.7%
Q4 2023+11.5%+8.3%+8.4%
Q3 2023+2.0%-2.2%-3.7%
Q2 2023+2.3%-0.4%+2.3%
Q1 2023+5.5%-0.1%+34.5%
Q4 2022+3.9%-3.6%-5.9%
Q3 2022-19.1%-26.3%-19.9%
Q2 2022-1.4%-6.8%-21.9%
Q1 2022-7.2%+16.4%-4.0%
Q4 2021+1.6%-3.6%+13.1%
Q3 2021-8.4%+3.1%-29.9%
Q2 2021-5.7%-2.4%+3.7%
Q1 2021-13.7%-13.2%-11.1%
Q4 2020-5.9%-16.5%-30.0%
Q3 2020+28.2%+36.8%+114.0%
Q2 2020+1.9%-8.2%+10.4%
Q1 2020+0.4%-2.2%+8.9%
Q4 2019-21.6%-23.9%-42.9%
Q3 2019-1.9%-5.9%-4.8%
Q2 2019+26.0%+34.7%+28.8%
Q1 2019-10.2%-6.9%+1.1%
Q4 2018-7.2%-4.0%-9.4%
Q3 2018-0.5%+3.3%+16.9%
Q2 2018-4.3%-0.3%+9.6%
Q1 2018-7.6%-7.6%+15.4%
Q4 2017-6.2%-9.5%-14.3%
Q3 2017-1.1%-1.4%-9.6%
Q2 2017+0.5%+13.7%+13.4%
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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