MCLEAN, Va., Aug. 19, 2024 /PRNewswire/ -- Appian (Nasdaq: APPN) today announced the latest version of the Appian Platform, designed to transform how organizations orchestrate enterprise data and automate processes. This release delivers support for more enterprise AI use cases with expanded compliance, offering a strong framework to help organizations prepare for current and forthcoming AI regulations.The latest release introduces the expansion of AI capabilities to enhance data and process automation for ...

Appian (APPN) has been on a downward spiral lately with significant selling pressure. After declining 17.7% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is ov ...

The low-code software company is shifting to AI. Here's what it means for investors.For much of its history, Appian (APPN -2.70%) defined itself as a low-code platform. Its software helped companies create and deploy applications without the need for coding, using just a flow chart instead.However, in recent years that business model has evolved. Appian acquired a process mining company in 2022, effectively going upstream for its customers' needs as process mining helps companies discover ways they can impr ...

Thapana OnphalaiA tech correction has begun, but that doesn’t mean that investors should shy away from buying shares of high-quality companies at a discount. These volatile moments, in particular, often have the impact of severely dislodging companies’ valuations from their underlying performance. This seems to be the case for Appian (NASDAQ:APPN), a software company whose platform focuses on delivering a low-code (i.e., with business users at the wheel instead of IT departments) method of automating ma ...

Appian (APPN) reported $146.45 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 14.7%. EPS of -$0.26 for the same period compares to -$0.39 a year ago.The reported revenue represents a surprise of +3.09% over the Zacks Consensus Estimate of $142.07 million. With the consensus EPS estimate being -$0.31, the EPS surprise was +16.13%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

MCLEAN, Va., Aug. 01, 2024 (GLOBE NEWSWIRE) -- Appian (NASDAQ:APPN) announced today that management will be presenting and hosting meetings with institutional investors at the following upcoming conferences. KeyBanc Technology Leadership Forum. The fireside chat is scheduled for Tuesday, August 6th at 1:00pm Mountain Time.Citi 2024 Global TMT Conference. The fireside chat is scheduled for Friday, September 6th at 9:10am Eastern Time.Goldman Sachs Communacopia + Technology Conference. The fireside chat is sc ...

MCLEAN, Va., Aug. 01, 2024 (GLOBE NEWSWIRE) -- Appian (Nasdaq: APPN) announced today that management will be presenting and hosting meetings with institutional investors at the following upcoming conferences. KeyBanc Technology Leadership Forum. The fireside chat is scheduled for Tuesday, August 6th at 1:00pm Mountain Time.Citi 2024 Global TMT Conference. The fireside chat is scheduled for Friday, September 6th at 9:10am Eastern Time.Goldman Sachs Communacopia + Technology Conference. The fireside chat is s ...

订阅业务 - 公司主要收入来自订阅服务，包括云订阅和期限许可订阅，占总收入的77.9%[150] - 云订阅收入同比增长21.4%，达到17.5亿美元[154] - 云订阅收入保持率为118%，表明现有客户续订和扩展使用情况良好[157] - 订阅收入占比持续提升，反映公司"先拓展后深耕"的策略取得成效[150] - 订阅收入增长20.4%，达到1.130亿美元[183] - 订阅毛利率为88.3%，较上年同期略有下降[187,190] - 订阅收入增长19.7%，达到2.31亿美元[216] - 订阅毛利率为88.9%，较上年同期略有下降[219,220] - 订阅业务毛利率和总体毛利率分别为88.9%和73.9%[219,220] 专业服务业务 - 专业服务收入占总收入的22.1%，随着合作伙伴提供更多服务预计将进一步下降[150] - 专业服务收入略有下降1.3%[183,185] - 专业服务收入下降6.5%，至6,562万美元[216] 费用管理 - 公司持续投资于销售团队和营销活动以拓展客户群，同时也在投资平台和基础设施的升级[151] - 销售和营销费用增加6.4%，达到6,659万美元[192,194] - 研发费用基本持平，为3,945万美元[195,196] - 研发费用下降2.6%，至7,922万美元[228] - 销售及营销费用下降0.7%，至1.25亿美元[224] - 一般及行政费用增长25.0%，至7,364万美元[232] 财务指标 - 公司总收入增长14.7%，达到1.465亿美元[183] - 公司总收入增长12.7%，达到2.96亿美元[216] - 总毛利率提升至73.1%[188,190] - 其他费用净额增加1,324万美元，主要由于汇兑损失增加[236] - 利息费用增加3.9百万美元，同比增加49.3%[241] - 所得税费用减少2.6百万美元，主要由于海外子公司税前利润下降以及一家海外子公司的净经营亏损调整[245] - 公司提供了非GAAP财务指标以补充GAAP财务报表[246,247,248,249,250] - 非GAAP财务指标旨在更好地反映公司的经营业绩[250] - 公司提供了非GAAP财务指标与GAAP财务指标的对账表[251,252,253,254,256,258] 现金流与财务状况 - 2024年上半年现金及现金等价物为1.208亿美元[263] - 2024年6月30日的流动资产净额为7.030亿美元[263] - 公司认为现有现金及现金等价物和短期投资足以支持未来12个月的营运资金和资本支出需求[265] - 2022年11月公司签订了5年期2亿美元的有担保信贷协议,用于支持业务增长和营运资金需求[268] - 2024年上半年经营活动产生的现金净流入为125.1万美元,较2023年同期大幅改善[281] - 2024年上半年投资活动产生的现金净流出为2,162.9万美元,较2023年同期有所减少[277] - 2024年上半年筹资活动产生的现金净流出为669.5万美元,较2023年同期大幅减少[278] 风险因素 - 公司面临利率风险,如利率上升1个百分点将使年利息费用增加约250万美元[288] - 公司面临汇率风险,汇率波动可能对收入和利润产生影响[290] - 公司面临通胀风险,如通胀持续高涨可能对毛利率产生不利影响[289] - 公司的报告货币为美元，但由于国际业务的原因，收入和营业费用存在以美元以外的货币计价的风险[290] - 美元相对其他货币升值会对以美元表示的收入和其他经营业绩产生负面影响[290] - 根据敏感性分析，外汇汇率在6月30日结束的6个月内变动10%会影响公司总收入约4%和营业亏损约3%[290] - 公司过去和未来会继续因为重新计量以非功能性货币计价的某些资产和负债而出现汇兑损益波动[291] - 公司到目前为止还没有进行外汇交易的套期保值，但未来可能会选择这样做[291]

Weak revenue guidance spoiled a big step to profitability.Shares of Appian (APPN -11.73%), a cloud software focused on business process automation, were falling today, even as the company beat estimates in its second-quarter earnings report. It pulled forward guidance to reach break-even on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis.Despite that, investors seemed underwhelmed by weaker-than-expected revenue guidance for the third quarter and full year.As a res ...

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]