财务数据和关键指标变化 - 云订阅收入增长19%至8840万美元 [12][13] - 总收入增长15%至1.465亿美元 [12] - 云订阅收入保留率为118% [37][38] - 非GAAP毛利率为75%,其中订阅业务毛利率为89% [42][43] - 调整后EBITDA亏损1050万美元,大幅改善上年同期的2470万美元亏损 [45] 各条业务线数据和关键指标变化 - 专业服务收入下降1%至3350万美元 [40] - 公司计划未来专业服务收入占比将继续下降 [40] 各个市场数据和关键指标变化 - 国际业务收入占比38%,与上年同期持平 [41] - 外汇变动对收入产生略微负面影响 [46] 公司战略和发展方向及行业竞争 - 公司将重点投资于大型交易和最佳行业垂直领域 [16][17] - 公司在政府、生命科学和金融服务行业占据领先地位 [19][25][27] - 推出新的定价结构以增加对现有客户的销售 [26] - 推出新的流程挖掘产品Process HQ,获得Gartner魔力象限领导者地位 [31][32] - 公司在与Pegasystems的法律纠纷中取得进展 [33][34] 管理层对经营环境和未来前景的评论 - 公司将通过提高效率来实现2024年全年调整后EBITDA盈亏平衡 [15][52] - 公司对未来前景保持乐观,将继续创新并为利益相关方创造价值 [35] 其他重要信息 - 公司推出新的AI驱动的政府采购数据平台ProcureSight [21][22] - 公司的Appian AI功能使用量在本季度翻倍 [28][29] 问答环节重要的提问和回答 问题1 **Sanjit Singh 提问** 公司加快实现盈利的决定背后的考虑 [59][60][61] **Matt Calkins 回答** 公司看到了提高效率的机会,这不是放弃增长而是将资源重新分配到更有效的领域 [60][61][70][71] 问题2 **Raimo Lenschow 提问** 指引调整是否也考虑了宏观经济环境 [66][67] **Mark Matheos 回答** 指引调整纯粹是基于内部的效率优化,并非对宏观环境的反应 [67] 问题3 **Steve Enders 提问** 为何现在是进行这次效率优化的合适时机 [73][74] **Matt Calkins 回答** 公司一直在持续审视成本结构,发现了优化的机会,决定立即采取行动 [74]

Q2 2024 Earnings Call Presentation Matt Calkins, Founder & CEO Mark Matheos, CFO Disclaimer. In this presentation, we may make statements related to our business that are forward-looking statements under federal securities laws and are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements related to our financial results, trends and guidance for the third quarter and full year 2024, the impact of macroeconomic changes, the benefits of our p ...

财务表现 - 第二季度云订阅收入同比增长19%至8840万美元[1] - 总订阅收入同比增长20%至1.13亿美元[3] - 专业服务收入同比下降1%至3350万美元[3] - 总收入同比增长15%至1.465亿美元[3] - 公司总收入为1.46亿美元，同比增长14.6%[22] - 订阅收入为1.13亿美元，同比增长20.4%[22] - 专业服务收入为3,348万美元，同比下降1.3%[22] - 公司总收入为249,848,000美元，同比增长17.4%[29] - 订阅服务成本为25,102,000美元，同比下降1.7%[29] - 专业服务成本为47,441,000美元，同比下降8.5%[29] 盈利情况 - 云订阅收入保留率为118%[3] - 非GAAP经营亏损同比改善至1310万美元[3] - 非GAAP净亏损同比改善至1910万美元[3] - 调整后EBITDA亏损同比改善至1050万美元[3] - 总运营费用为1.46亿美元，同比增长11.2%[22] - 净亏损为4,359万美元，同比增加2.9%[22] - 经调整后每股亏损为0.26美元[27] - 总运营费用为240,498,000美元，同比下降13.4%[29] - 经营亏损为16,756,000美元，同比减少71.5%[29] - 净亏损为36,779,000美元，同比减少52.0%[29] - 每股基本和稀释净亏损为0.51美元，同比减少51.4%[29] - 调整后EBITDA为负11,815,000美元，同比改善70.9%[35] - 股票激励费用为20,506,000美元，同比减少7.7%[35] - 诉讼费用为1,463,000美元，同比减少33.2%[35] 现金流和财务状况 - 现金及现金等价物为1.21亿美元，较上年末减少1.93亿美元[22] - 新增长期债务2.45亿美元[22] - 股票回购5,002万美元[25] 未来展望 - 第三季度预计云订阅收入增长15%-18%[7] - 全年预计云订阅收入增长18%[9] - 研发投入占总收入的27.0%[22]

MCLEAN, Va., Aug. 01, 2024 (GLOBE NEWSWIRE) -- Appian (Nasdaq: APPN) today announced financial results for the second quarter ended June 30, 2024. “Due to enhanced functionality launched this quarter, Appian AI usage nearly doubled,” said Matt Calkins, CEO & Founder. “Looking ahead, we are accelerating our path to profitability. We now expect to achieve adjusted EBITDA breakeven for the full year 2024.” Second Quarter 2024 Financial Highlights: Revenue: Cloud subscription revenue was $88.4 million, up 19% c ...

In its opinion, the Court of Appeals of Virginia fundamentally misread and misapplied precedent from the Supreme Court of Virginia and failed to give due regard to the trial judge's evidentiary determinations and trial misconduct by PegasystemsMCLEAN, Va., July 30, 2024 /PRNewswire/ -- Appian (Nasdaq: APPN) announced today that it will appeal the decision by the Court of Appeals of Virginia and seek to reinstate its judgment of willful and malicious trade secret misappropriation against Pegasystems Inc. ("P ...

Appian (APPN) shares soared 6.9% in the last trading session to close at $37.49. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 17.9% gain over the past four weeks.Appian is benefiting from a robust portfolio with the launch of the latest version of the Appian Platform for AI process automation. The solution aims to improve end-to-end automation and data-driven decisions using self-service analytics and generative Private AI.Thi ...

Insiders sell for a variety of reasons, many of them mundane. However, they only buy for one reason: They believe shares will swing higher in value. With that principle in mind, infrastructure software specialist Appian (NASDAQ:APPN) appears to be a compelling opportunity. Not only did a major investor place a big bet on APPN stock, it appears fundamentally undervalued.According to its public profile, Appian provides a low-code design platform, encompassing artificial intelligence, process automation, data ...

Former Software AG VP joins Appian to drive partnerships and business growth in Central Europe BERLIN, June 27, 2024 /PRNewswire/ -- Appian (Nasdaq: APPN) has appointed Manuel Melles as Regional Vice President (RVP) for Partners in Central Europe. In this position, he will lead and grow the Appian partner ecosystem in Germany, Austria, Switzerland (DACH), and France to deliver business transformation to customers through process automation. 6004221_DGR_Manuel_Melles_Appointment_EN Manuel Melles, Regional Vi ...

MCLEAN, Va., June 24, 2024 /PRNewswire/ -- Appian (Nasdaq: APPN) is proud to announce that Stephanie Eade, Senior Director of Global Partner Marketing, has been named by Channel Insider, a TechnologyAdvice brand, to its inaugural Channel Marketing Leaders 100 list. This prestigious list recognizes 100 of the most strategic IT channel marketers supporting the growth of their organization's North American IT channel partner programs. Appian announces that Stephanie Eade, Senior Director of Global Partner Mark ...

PwC supports more than 4,000 insurance clients globally and understands the problems and inefficiencies that having multiple, disparate systems (particularly legacy platforms) and complex, heavily regulated processes can bring. In addition, PwC brings market-leading capability for Appian implementation and delivery as well as first-hand experience of the benefits of running an operation using Appian. "Our alliance with Appian represents a significant step in our mission to support insurers to be more agile, ...