NASDAQ$APPN

Appian Corporation · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Appian reported an increase in cloud subscription revenue and acquired a process mining firm.

Appian's Q2 2021 saw a 44% year-over-year increase in cloud subscription revenue, reaching $42.5 million. The company's total revenue was $83.0 million, a 24% increase compared to the previous year. They also announced the acquisition of a process mining firm, unifying process mining and low-code automation within their platform.

  • Cloud subscription revenue increased by 44% year-over-year to $42.5 million.
  • Total revenue increased by 24% year-over-year to $83.0 million.
  • Total subscriptions revenue increased 37% year-over-year to $56.9 million.
  • GAAP net loss per share was $(0.34), based on 71.0 million weighted-average shares outstanding.

Headline financials

Total Revenue

$83M

Previous: $66.8M+24.3%
EPS (adj)

-$0.24

Previous: -$0.12-100.0%
Capital Expenditures

-$1.03M

Previous: -$686K-49.7%
Free Cash Flow

-$24.9M

Previous: -$12.5M-98.8%
Net Income

-$23.8M

Previous: -$11.8M-101.7%
Operating Income

-$24.6M

Previous: -$12.1M-103.2%
Gross Profit

$57.2M

Previous: $45.6M+25.3%
Cash & Equivalents

$131M

Previous: $256M-48.7%
Total Assets

$494M

Previous: $471M+4.8%
Stock-Based Comp

$4.6M

Previous: $3.61M+27.2%

Revenue & EPS history

Appian · Revenue · Quarterly

$83M

Q2 2021+24.3%vs Q2 2020
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

Appian · $68.6M total across 2 segments · Q2 2021

  • Cloud Subscriptions
    $42.5M+43.6%
  • Professional Services
    $26.1M+2.6%

Forward guidance

Appian provided guidance for Q3 2021 and full year 2021.

Tailwinds

  • Cloud subscription revenue is expected to be in the range of $45.0 million and $45.5 million for Q3 2021, representing year-over-year growth of between 31% and 33%.
  • Total revenue is expected to be in the range of $90.5 million and $91.0 million for Q3 2021, representing a year-over-year increase of between 17% and 18%.
  • Cloud subscription revenue is expected to be in the range of $174.0 million and $175.0 million for full year 2021, representing year-over-year growth of 35%.
  • Total revenue is expected to be in the range of $355.0 million and $357.0 million for full year 2021, representing a year-over-year increase of 17%.
  • Adjusted EBITDA loss is expected to be in the range of $(13.0) million and $(11.0) million for Q3 2021.

Headwinds

  • Adjusted EBITDA loss is expected to be in the range of $(13.0) million and $(11.0) million for Q3 2021.
  • Non-GAAP net loss per share is expected to be in the range of $(0.20) and $(0.17) for Q3 2021, assuming weighted average common shares outstanding of 71.3 million.
  • Adjusted EBITDA loss is expected to be in the range of $(40.0) million and $(38.0) million for full year 2021.
  • Non-GAAP net loss per share is expected to be in the range of $(0.68) and $(0.65) for full year 2021, assuming weighted average common shares outstanding of 71.3 million.
  • A reconciliation of non-GAAP guidance measures to the most comparable GAAP measures is not available on a forward-looking basis without unreasonable efforts due to the high variability, complexity, and low visibility with respect to the charges excluded from these non-GAAP measures.

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 2021

Historical avgQ2 2021

-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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