NASDAQ$APPN

Appian Corporation · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Appian's financial performance for Q2 2020 was reported, demonstrating growth in cloud subscriptions and overall revenue, despite increased operating and net losses.

Appian announced its Q2 2020 financial results, with cloud subscription revenue increasing by 30% year-over-year to $29.6 million. Total revenue grew by 2% year-over-year to $66.8 million. The company's cloud subscription revenue retention rate was 113%. GAAP operating loss was $(12.1) million, and GAAP net loss was $(11.8) million, or $(0.17) per share.

  • Cloud subscription revenue increased 30% year-over-year to $29.6 million.
  • Total subscriptions revenue increased 12% year-over-year to $41.4 million.
  • Total revenue increased 2% year-over-year to $66.8 million.
  • Cloud subscription revenue retention rate was 113%.

Headline financials

Total Revenue

$66.8M

Previous: $66.9M-0.2%
EPS (adj)

-$0.12

Previous: -$0.10-20.0%
Capital Expenditures

-$686K

Previous: -$27.7M+97.5%
Free Cash Flow

-$12.5M

Previous: -$37.1M+66.3%
Net Income

-$11.8M

Previous: -$9.39M-25.8%
Operating Income

-$12.1M

Previous: -$9.31M-29.9%
Gross Profit

$45.6M

Previous: $43.9M+4.0%
Cash & Equivalents

$256M

No prior period
Total Assets

$471M

No prior period
Stock-Based Comp

$3.61M

No prior period

Revenue & EPS history

Appian · Revenue · Quarterly

$66.8M

Q2 2020-0.2%vs Q2 2019
Beat estimate in 2 of 16 quarters(13%)
ActualEstimate

Revenue by segment

Appian · $55M total across 2 segments · Q2 2020

  • Cloud Subscriptions
    $29.6M+29.8%
  • Professional Services
    $25.4M-10.6%

Forward guidance

Appian provided guidance for Q3 2020, expecting cloud subscription revenue between $31.4 million and $31.9 million, total revenue between $70.5 million and $71.5 million, adjusted EBITDA loss between $(11.0) million and $(10.0) million, and non-GAAP net loss per share between $(0.18) and $(0.16).

Tailwinds

  • Cloud subscription revenue is expected to grow between 28% and 30% year-over-year.
  • Total revenue is expected to increase between 7% and 8% year-over-year.

Headwinds

  • Adjusted EBITDA loss is expected to be between $(11.0) million and $(10.0) million.
  • Non-GAAP net loss per share is expected to be between $(0.18) and $(0.16).

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 Q2 2020

Historical avgQ2 2020

-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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