NASDAQ$APPN

Appian Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Appian's Q2 2024 financial results were announced, featuring a 19% year-over-year increase in cloud subscription revenue and progress towards adjusted EBITDA breakeven for the full year.

Appian announced its Q2 2024 financial results, highlighting a 19% year-over-year increase in cloud subscription revenue to $88.4 million. The company is focused on accelerating its path to profitability and expects to achieve adjusted EBITDA breakeven for the full year 2024.

  • Cloud subscription revenue increased 19% year-over-year to $88.4 million.
  • Total revenue was $146.5 million, up 15% compared to the second quarter of 2023.
  • GAAP operating loss was $(39.2) million, an improvement from $(40.7) million in the second quarter of 2023.
  • Appian AI usage nearly doubled due to enhanced functionality launched this quarter.

Headline financials

Total Revenue

$146M

Previous: $127M+14.6%
EPS

-$0.60

Previous: -$0.39-53.8%
Adjusted EBITDA

-$10.5M

No prior period
Operating Cash Flow

-$17.6M

No prior period
Capital Expenditures

-$2.93M

Previous: -$7.81M+62.4%
Free Cash Flow

-$46.5M

Previous: -$50.2M+7.2%
Net Income

-$43.6M

Previous: -$42.4M-2.9%
Operating Income

-$39.2M

Previous: -$40.7M+3.6%
Gross Profit

$107M

Previous: $90.9M+17.8%
Cash & Equivalents

$121M

Previous: $172M-29.6%
Total Assets

$555M

Previous: $612M-9.4%
R&D Expense

$39.4M

No prior period
Stock-Based Comp

$9.9M

Previous: $11.1M-11.2%

Revenue & EPS history

Appian · Revenue · Quarterly

$146M

Q2 2024+14.6%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Appian · $110M total across 2 segments · Q3 2023

  • Cloud Subscriptions
    $77.2M+27.4%
  • Professional Services
    $33.3M+6.0%

Forward guidance

Appian provided guidance for the third quarter and full year 2024. For the third quarter, cloud subscription revenue is expected to be between $89.0 million and $91.0 million, and total revenue is expected to be between $149.0 million and $153.0 million. For the full year, cloud subscription revenue is expected to be between $358.0 million and $360.0 million, and total revenue is expected to be between $610.0 million and $615.0 million.

Tailwinds

  • Cloud subscription revenue is expected to grow 15% to 18% year-over-year in Q3 2024.
  • Total revenue is expected to increase 9% to 12% year-over-year in Q3 2024.
  • Adjusted EBITDA is expected to be between breakeven and $3.0 million in Q3 2024.
  • Cloud subscription revenue is expected to grow 18% year-over-year for the full year 2024.
  • Total revenue is expected to increase 12% to 13% year-over-year for the full year 2024.

Headwinds

  • Non-GAAP net loss per share is expected to be between $(0.10) and $(0.06) in Q3 2024.
  • Non-GAAP net loss per share is expected to be between $(0.61) and $(0.52) for the full year 2024.
  • Net cash used by operating activities was $(17.6) million for the three months ended June 30, 2024.
  • GAAP net loss was $(43.6) million for the second quarter of 2024.
  • Adjusted EBITDA is expected to be between $(3.0) million and $3.0 million for the full year 2024.

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 2024

Historical avgQ2 2024

-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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