NASDAQ$APPN

Appian Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Appian's financial performance in Q2 2023 reflected growth in cloud subscriptions and overall revenue, alongside a reduced GAAP net loss year-over-year.

Appian announced its Q2 2023 financial results, featuring a 30% year-over-year increase in cloud subscription revenue, reaching $74.4 million. Total revenue increased by 16% compared to the second quarter of 2022. The company's GAAP net loss was $(42.4) million, an improvement over the $(49.4) million net loss in the same period last year.

  • Cloud subscription revenue increased by 30% year-over-year, reaching $74.4 million.
  • Total subscriptions revenue increased 22% year-over-year to $93.8 million.
  • Total revenue was $127.7 million, up 16% compared to the second quarter of 2022.
  • GAAP net loss improved to $(42.4) million, compared to $(49.4) million in the second quarter of 2022.

Headline financials

Total Revenue

$127M

Previous: $110M+15.8%
EPS (adj)

-$0.39

Previous: -$0.46+15.2%
Capital Expenditures

-$7.81M

Previous: -$4.69M-66.6%
Free Cash Flow

-$50.2M

Previous: -$54M+7.2%
Net Income

-$42.4M

Previous: -$49.4M+14.2%
Operating Income

-$40.7M

Previous: -$42.7M+4.9%
Gross Profit

$90.9M

Previous: $76.8M+18.4%
Cash & Equivalents

$172M

Previous: $76.2M+125.1%
Total Assets

$612M

Previous: $470M+30.4%
Stock-Based Comp

$11.1M

Previous: $9.15M+21.9%

Revenue & EPS history

Appian · Revenue · Quarterly

$127M

Q2 2023+15.8%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Appian · $108M total across 2 segments · Q2 2023

  • Cloud Subscriptions
    $74.4M+30.3%
  • Professional Services
    $33.9M+1.6%

Forward guidance

Appian provided guidance for the third quarter and full year 2023.

Tailwinds

  • Cloud subscription revenue for Q3 2023 is expected to be between $75.5 million and $76.5 million, representing a 25% to 26% year-over-year growth.
  • Total revenue for Q3 2023 is expected to be between $134.0 million and $136.0 million, representing a 14% to 15% year-over-year increase.
  • Cloud subscription revenue for full year 2023 is expected to be between $299.0 million and $301.0 million, representing a 26% to 27% year-over-year growth.
  • Total revenue for full year 2023 is expected to be between $538.0 million and $543.0 million, representing a 15% to 16% year-over-year increase.
  • Adjusted EBITDA loss for full year 2023 is expected to be between $(67.0) million and $(63.0) million.

Headwinds

  • Adjusted EBITDA loss for Q3 2023 is expected to be between $(16.0) million and $(12.0) million.
  • Non-GAAP net loss per share for Q3 2023 is expected to be between $(0.28) and $(0.23), assuming weighted average common shares outstanding of 73.3 million.
  • Full Year 2023 Guidance: Non-GAAP net loss per share is expected to be between $(1.16) and $(1.10).
  • Full Year 2023 Guidance: Adjusted EBITDA loss is expected to be between $(67.0) million and $(63.0) million.
  • Third Quarter 2023 Guidance: Adjusted EBITDA loss is expected to be between $(16.0) million and $(12.0) million.

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 2023

Historical avgQ2 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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