NASDAQ$APPN

Appian Corporation · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Appian's Q4 2022 earnings reflected a 20% increase in total revenue and a 29% increase in cloud subscription revenue year-over-year.

Appian announced its Q4 and full year 2022 financial results, with cloud subscription revenue increasing by 29% year-over-year for the quarter and 32% for the full year. Total revenue for the quarter increased by 20% compared to the fourth quarter of 2021.

  • Cloud subscription revenue increased 29% year-over-year to $65.8 million in Q4 2022.
  • Total revenue increased 20% year-over-year to $125.8 million in Q4 2022.
  • Cloud subscription revenue retention rate was 115% as of December 31, 2022.
  • GAAP net loss per share was $(0.47) for the fourth quarter of 2022.

Headline financials

Total Revenue

$126M

Previous: $105M+19.8%
EPS (adj)

-$0.28

Previous: -$0.16-75.0%
Capital Expenditures

$3.23M

Previous: $3.59M-9.8%
Free Cash Flow

-$15.8M

Previous: -$23M+31.2%
Net Income

-$34.4M

Previous: -$25.8M-33.2%
Operating Income

-$40.6M

Previous: -$25.9M-56.6%
Gross Profit

$90.6M

Previous: $76.8M+18.0%
Cash & Equivalents

$148M

Previous: $101M+47.0%
Total Assets

$594M

Previous: $505M+17.8%
Stock-Based Comp

$11.4M

Previous: $6.15M+85.4%

Revenue & EPS history

Appian · Revenue · Quarterly

$126M

Q4 2022+19.8%vs Q4 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Appian · $98.3M total across 2 segments · Q4 2022

  • Cloud Subscriptions
    $65.8M+28.5%
  • Professional Services
    $32.5M+11.4%

Forward guidance

Appian provided guidance for Q1 2023 and full year 2023.

Tailwinds

  • Cloud subscription revenue is expected to be between $67.0 million and $69.0 million for Q1 2023, representing year-over-year growth of 26% to 29%.
  • Total revenue is expected to be between $130.0 million and $132.0 million for Q1 2023, representing a year-over-year increase of 14% to 16%.
  • Cloud subscription revenue is expected to be between $294.0 million and $296.0 million for full year 2023, representing year-over-year growth of 24% to 25%.
  • Total revenue is expected to be between $530.0 million and $535.0 million for full year 2023, representing a year-over-year increase of 13% to 14%.
  • Appian anticipates continued growth in cloud subscription revenue and total revenue for the first quarter and full year 2023.

Headwinds

  • Adjusted EBITDA loss is expected to be between $(21.0) million and $(17.0) million for Q1 2023.
  • Non-GAAP net loss per share is expected to be between $(0.33) and $(0.27) for Q1 2023, assuming weighted average common shares outstanding of 72.8 million.
  • Adjusted EBITDA loss is expected to be between $(75.0) million and $(70.0) million for full year 2023.
  • Non-GAAP net loss per share is expected to be between $(1.14) and $(1.07) for full year 2023, assuming weighted average common shares outstanding of 73.2 million.
  • Appian projects an adjusted EBITDA loss for the first quarter and full year 2023.

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 Q4 2022

Historical avgQ4 2022

-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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