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Dec 31, 2025
Appian Q4 2025 Earnings Report
Appian announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting an 18% year-over-year increase in cloud subscriptions revenue to $117.0 million for the quarter and a 19% increase to $437.4 million for the full year.
Key Takeaways
Appian reported a strong fourth quarter and full year 2025, with cloud subscriptions revenue increasing 18% year-over-year to $117.0 million for the quarter and 19% to $437.4 million for the full year. Total revenue for the quarter was $202.9 million, up 22% year-over-year, and full year total revenue reached $726.9 million, an 18% increase. The company achieved a GAAP operating loss of $(0.7) million for the quarter, an improvement from the previous year's GAAP operating income of $5.0 million, and a GAAP net loss of $(5.1) million.
Fourth quarter cloud subscriptions revenue grew 18% year-over-year to $117.0 million.
Total revenue for the fourth quarter increased 22% year-over-year to $202.9 million.
GAAP net loss for the fourth quarter was $(5.1) million, or $(0.07) per share.
Adjusted EBITDA for the fourth quarter was $19.7 million.
Revenue by Segment
Forward Guidance
Appian provided guidance for the first quarter and full year 2026, projecting continued growth in cloud subscriptions revenue and total revenue, along with positive adjusted EBITDA and non-GAAP net income per share.
Positive Outlook
- First quarter 2026 cloud subscriptions revenue is expected to grow 19% to 21% year-over-year, reaching $119.0 million to $121.0 million.
- Full year 2026 cloud subscriptions revenue is expected to be between $502.0 million and $510.0 million, representing 15% to 17% year-over-year growth.
- First quarter 2026 total revenue is projected to increase 14% to 16% year-over-year, ranging from $189.0 million to $193.0 million.
- Full year 2026 total revenue is expected to be between $801.0 million and $817.0 million, a 10% to 12% year-over-year increase.
- Adjusted EBITDA for the full year 2026 is guided to be between $89.0 million and $99.0 million.
Challenges Ahead
- Non-GAAP net income per share for Q1 2026 is projected to be between $0.16 and $0.20, assuming 75.1 million weighted average common shares outstanding.
- Non-GAAP net income per share for FY 2026 is projected to be between $0.82 and $0.96, assuming 74.8 million weighted average common shares outstanding.
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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