NASDAQ$APPN

Appian Corporation · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Appian's Q4 2023 financial results were announced, showcasing revenue growth and improved profitability.

Appian reported a 16% increase in total revenue, reaching $145.3 million, with cloud subscription revenue up by 26% year-over-year. The company significantly reduced its operating loss and achieved its highest quarterly gross margin in its public history.

  • Total revenue increased by 16% year-over-year to $145.3 million.
  • Cloud subscription revenue grew by 26% year-over-year to $83.1 million.
  • GAAP operating loss improved to $(16.8) million, compared to $(40.6) million in Q4 2022.
  • GAAP net loss was $(10.0) million, an improvement from $(34.4) million in Q4 2022.

Headline financials

Total Revenue

$145M

Previous: $126M+15.5%
EPS (adj)

$0.06

Previous: -$0.28+121.4%
Capital Expenditures

-$1.36M

Previous: $3.23M-142.0%
Net Income

-$10M

Previous: -$34.4M+70.9%
Operating Income

-$16.8M

Previous: -$40.6M+58.6%
Gross Profit

$111M

Previous: $90.6M+22.6%
R&D Expense

$34.6M

No prior period
Stock-Based Comp

$10.2M

Previous: $11.4M-10.8%

Revenue & EPS history

Appian · Revenue · Quarterly

$145M

Q4 2023+15.5%vs Q4 2022
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 Q1 2024 and full year 2024, expecting continued growth in cloud subscription revenue and total revenue.

Tailwinds

  • Cloud subscription revenue is expected to be between $84.0 million and $86.0 million for Q1 2024, representing year-over-year growth of 21% to 23%.
  • Total revenue is expected to be between $148.0 million and $150.0 million for Q1 2024, representing a year-over-year increase of 9% to 11%.
  • Cloud subscription revenue is expected to be between $364.0 million and $366.0 million for full year 2024, representing year-over-year growth of 20%.
  • Total revenue is expected to be between $615.0 million and $617.0 million for full year 2024, representing a year-over-year increase of 13%.
  • Adjusted EBITDA loss is expected to improve for both Q1 2024 and full year 2024 compared to previous periods.

Headwinds

  • Adjusted EBITDA loss is expected to be between $(9.0) million and $(5.0) million for Q1 2024.
  • Non-GAAP net loss per share is expected to be between $(0.21) and $(0.16) for Q1 2024.
  • Adjusted EBITDA loss is expected to be between $(25.0) million and $(20.0) million for full year 2024.
  • Non-GAAP net loss per share is expected to be between $(0.73) and $(0.66) for full year 2024.
  • Guidance assumes weighted average common shares outstanding of 73.5 million for Q1 2024 and 73.8 million for 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 Q4 2023

Historical avgQ4 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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