NASDAQ$APPN

Appian Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Appian's Q1 2023 financial results were announced, with cloud subscription revenue increasing by 31% year-over-year.

Appian's Q1 2023 saw a 31% increase in cloud subscription revenue, reaching $69.7 million. Total revenue was $135.2 million, up 18% year-over-year. The company reported a GAAP net loss of $(36.8) million, or $(0.51) per share, and a non-GAAP net loss of $(19.7) million, or $(0.27) per share.

  • Cloud subscription revenue increased 31% year-over-year to $69.7 million.
  • Total revenue increased 18% year-over-year to $135.2 million.
  • GAAP net loss was $(36.8) million, or $(0.51) per share.
  • Cloud subscription revenue retention rate was 115% as of March 31, 2023.

Headline financials

Total Revenue

$135M

Previous: $114M+18.3%
EPS (adj)

-$0.27

Previous: -$0.06-350.0%
Capital Expenditures

-$4.42M

Previous: -$3.39M-30.4%
Free Cash Flow

-$41.3M

Previous: -$26.5M-55.4%
Net Income

-$36.8M

Previous: -$23.2M-59.1%
Operating Income

-$35.3M

Previous: -$23.9M-47.8%
Gross Profit

$99.1M

Previous: $83.4M+18.9%
Cash & Equivalents

$199M

Previous: $107M+86.0%
Total Assets

$645M

Previous: $503M+28.3%
Stock-Based Comp

$11.1M

Previous: $6.94M+59.2%

Revenue & EPS history

Appian · Revenue · Quarterly

$135M

Q1 2023+18.3%vs Q1 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Appian · $205M total across 3 segments · Q1 2023

  • Subscriptions
    $99M
  • Cloud Subscriptions
    $69.7M+30.5%
  • Professional Services
    $36.3M+18.8%

Forward guidance

Appian provided guidance for Q2 2023 and full year 2023.

Tailwinds

  • Cloud subscription revenue is expected to be between $72.0 million and $74.0 million for Q2 2023, representing year-over-year growth of 26% to 30%.
  • Total revenue is expected to be between $123.0 million and $125.0 million for Q2 2023, representing a year-over-year increase of 12% to 14%.
  • Cloud subscription revenue is expected to be between $296.0 million and $298.0 million for full year 2023, representing year-over-year growth of 25% to 26%.
  • Total revenue is expected to be between $533.0 million and $538.0 million for full year 2023, representing a year-over-year increase of 14% to 15%.
  • Non-GAAP net loss per share is expected to be between $(0.46) and $(0.40) for Q2 2023.

Headwinds

  • Adjusted EBITDA loss is expected to be between $(30.0) million and $(26.0) million for Q2 2023.
  • Non-GAAP net loss per share is expected to be between $(1.16) and $(1.09) for full year 2023.
  • Full year adjusted EBITDA loss is expected to be between $(70.0) million and $(65.0) million.
  • GAAP operating loss was $(35.3) million, compared to $(23.9) million for the first quarter of 2022.
  • GAAP net loss was $(36.8) million, compared to $(23.2) million for the first quarter of 2022.

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 2023

Historical avgQ1 2023

-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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