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Sep 30, 2021

Appian Q3 2021 Earnings Report

Appian's Q3 2021 financial results were announced, with cloud subscription revenue increasing by 36% year-over-year.

Key Takeaways

Appian reported a 20% increase in total revenue to $92.4 million for Q3 2021. Cloud subscription revenue grew by 36% year-over-year, reaching $46.7 million. The company's cloud subscription revenue retention rate was 117%.

Cloud subscription revenue was $46.7 million, up 36% year-over-year.

Total subscriptions revenue increased 32% year-over-year to $67.2 million.

Total revenue was $92.4 million, up 20% year-over-year.

Cloud subscription revenue retention rate was 117%.

Total Revenue
$92.4M
Previous year: $77.3M
+19.6%
EPS
-$0.22
Previous year: -$0.0517
+325.9%
Cloud Sub. Rev. Retention Rate
117%
Previous year: 115%
+1.7%
Gross Profit
$65.9M
Previous year: $55.8M
+18.2%
Cash and Equivalents
$127M
Previous year: $251M
-49.4%
Free Cash Flow
-$26.6M
Previous year: -$6.85M
+288.1%
Total Assets
$494M
Previous year: $492M
+0.4%

Appian

Appian

Appian Revenue by Segment

Forward Guidance

Appian provided guidance for Q4 2021, expecting cloud subscription revenue between $48.8 million and $49.3 million, total revenue between $95.0 million and $95.5 million, adjusted EBITDA loss between $(15.0) million and $(13.0) million, and non-GAAP net loss per share between $(0.24) and $(0.21).

Positive Outlook

  • Cloud subscription revenue is expected to be in the range of $48.8 million and $49.3 million, representing year-over-year growth of between 32% and 33%.
  • Total revenue is expected to be in the range of $95.0 million and $95.5 million, representing a year-over-year increase of between 16% and 17%.

Challenges Ahead

  • Adjusted EBITDA loss is expected to be in the range of $(15.0) million and $(13.0) million.
  • Non-GAAP net loss per share is expected to be in the range of $(0.24) and $(0.21), assuming weighted average common shares outstanding of 71.2 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income