•
Dec 31, 2021

Appian Q4 2021 Earnings Report

Appian's Q4 2021 financial performance was announced, showcasing significant growth in cloud subscriptions and overall revenue.

Key Takeaways

Appian's Q4 2021 saw a 39% increase in cloud subscription revenue, reaching $51.2 million. Total revenue grew by 29% to $105.0 million. The cloud subscription revenue retention rate was 116%. However, the company reported a GAAP net loss of $25.8 million, or $(0.36) per share.

Cloud subscription revenue increased 39% year-over-year to $51.2 million.

Total revenue increased 29% year-over-year to $105.0 million.

Total subscriptions revenue increased 35% year-over-year to $75.8 million.

Cloud subscription revenue retention rate was 116%.

Total Revenue
$105M
Previous year: $81.6M
+28.6%
EPS
-$0.16
Previous year: -$0.03
+433.3%
Cloud Sub. Rev. Retention Rate
116%
Previous year: 119%
-2.5%
Gross Profit
$76.8M
Previous year: $59.7M
+28.6%
Cash and Equivalents
$101M
Previous year: $112M
-10.4%
Free Cash Flow
-$23M
Previous year: $5.62M
-509.5%
Total Assets
$505M
Previous year: $513M
-1.6%

Appian

Appian

Appian Revenue by Segment

Forward Guidance

Appian provided guidance for Q1 2022 and full year 2022.

Positive Outlook

  • Cloud subscription revenue for Q1 2022 is expected to be in the range of $52.1 million and $52.6 million, representing year-over-year growth of between 33% and 35%.
  • Total revenue for Q1 2022 is expected to be in the range of $106.0 million and $108.0 million, representing a year-over-year increase of between 19% and 22%.
  • Cloud subscription revenue for full year 2022 is expected to be in the range of $234.0 million and $236.0 million, representing year-over-year growth of between 30% and 32%.
  • Total revenue for full year 2022 is expected to be in the range of $444.0 million and $446.0 million, representing a year-over-year increase of between 20% and 21%.
  • Appian enters 2022 with an accelerating business, a unified low-code platform, a growing ecosystem, and happy customers.

Challenges Ahead

  • Adjusted EBITDA loss for Q1 2022 is expected to be in the range of $(9.0) million and $(7.0) million.
  • Non-GAAP net loss per share for Q1 2022 is expected to be in the range of $(0.15) and $(0.12), assuming weighted average common shares outstanding of 72.2 million.
  • Adjusted EBITDA loss for full year 2022 is expected to be in the range of $(53.0) million and $(51.0) million.
  • Non-GAAP net loss per share for full year 2022 is expected to be in the range of $(0.83) and $(0.80), assuming weighted average common shares outstanding of 72.5 million.
  • GAAP operating loss was $(25.9) million for the fourth quarter of 2021, compared to $(9.7) million for the fourth quarter of 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income