Appian earnings date
Appian (910) Q3 2026 Earnings Report
DE:910 Q3 2026 EPS Results
- Actual EPS
- EUR 0.46
- Consensus EPS
- EUR 0.30
- Beat/Miss
- Beat by +EUR 0.16
- One Year Ago EPS
- EUR 0.29
DE:910 Q3 2026 Revenue Results
- Actual Revenue
- EUR 211.45M
- Expected Revenue
- EUR 195.51M
- Beat/Miss
- Beat by +EUR 15.94M
- YoY Revenue Growth
- +25.47%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 11/05/2026
- Time
- Before Open
- Conference Call
- Thursday, November 5, 2026
Appian's next earnings date is estimated for February 18, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
The call was strongly positive, led by record Q3 revenue growth, the highest cloud net ARR expansion in over five years, robust AI adoption, major enterprise and government wins, improved full-year guidance, and stronger expected EBITDA margin expansion. The main negatives were lower professional services gross margin, increased operating expenses and planned investments, lower quarterly operating cash flow and cash balances, foreign exchange pressure, slightly lower expected Q4 non-cloud subscription revenue, and the ongoing Pega retrial.
For the fourth quarter of 26, cloud subscription revenue is expected to be between $143 million to $145 million, representing year over year growth of 23% at the midpoint of the range; total revenue is expected to be between 233 million and 237 million, representing year over year growth of 16% at the midpoint; adjusted EBITDA is expected to be between 30 million and 33 million; and non GAAP earnings per share is expected to be between $0.30 and $0.34, assuming 73 million fully diluted weighted average shares outstanding. For the full year 2026, cloud subscription revenue is expected to be between 536 million and 538 million, representing year over year growth of 23% at the midpoint of the range; total revenue is expected to be between 873 million and 877 million, representing year over year growth of 20% at the midpoint; adjusted EBITDA is expected to range between $116 million to $119 million for an approximately 13% margin and 53% year over year growth at the midpoint; and non GAAP earnings per share is expected to be between $1.20 and $1.24, or approximately 100% growth at the midpoint, assuming 74 million fully diluted weighted average shares outstanding. Non cloud subscription revenue is expected to be down slightly in Q4 and up in the high single digits for the full year, professional services revenue is expected to grow in the mid teens in Q4 and in the high teens for the full year, net interest expense is expected to be approximately 3 million in Q4 and 10 million for the full year, FX is expected to represent a 2 to 3 percentage points headwind our reported revenue growth in Q4 of 26, and nearly 3 percentage points of EBITDA margin improvement is forecasted in 2026 compared to 1 percentage point expected at the start of the year.
- Record Third-Quarter Revenue GrowthAppian described Q3 as its strongest quarter in company history. Cloud subscription revenue grew 20% year over year to $136 million, total subscription revenue grew 28% to $188 million, and total revenue grew 25% to $235 million. On a constant currency basis, cloud subscription revenue grew 21%, total subscription revenue grew 29%, and total revenue grew 26%.
- Strong Net ARR Expansion and New Business MomentumCloud net ARR expansion was 120% in Q3, compared with 112% a year ago and 115% in the prior quarter. Appian said this was its strongest net ARR expansion in over 5 years and attributed the quarter's new business performance to continued AI traction.
- Adjusted EBITDA and Net Income OutperformanceAdjusted EBITDA was $43 million, above the company’s $30 million to $33 million guidance range and up from $32 million in Q3 2025. Net income was $37 million, or $0.51 per diluted share, compared with $24 million, or $0.32 per diluted share, in the year-ago period.
- AI Usage and Customer Productivity GainsCustomer Appian AI usage increased more than 50% over the prior quarter. Customers reported using Appian AI to conduct audits 3x faster, perform underwriting reviews 75% faster, and run investment processes with 34% greater efficiency.
- AI Adoption Across Regulated EnterprisesAppian said demand for deploying AI at scale was robust across major regions and industry verticals, particularly among highly regulated organizations. Approximately 80% of ARR comes from financial services, life sciences, and the public sector.
- Large Enterprise and Government Customer ReachAppian said its platform is used by two-thirds of the world’s largest pharmaceutical companies, insurers, and non-Chinese banks, as well as 20 major governments. In the United States, Appian is used by all 15 Cabinet-level federal agencies and all military branches.
- Expansion of AI-Enabled Customer DeploymentsA large European bank upgraded its Appian licenses to embed AI into internal audit workflows, with agents expected to reduce review times from 10 days to 30 minutes. A North American insurer expanded use of Appian’s Doc Center AI for claims appeals and increased its Appian spend by 86%.
- Modernization Demand Supporting Large TransactionsA leading insurance provider and seven-figure ARR customer upgraded its licenses to use Appian AI for a multiyear modernization effort and expected to modernize its enterprise 3x faster than originally planned. Appian said modernization is now a ubiquitous topic in major customer conversations and is helping support larger enterprise growth plan transactions.
- Public Sector Contract WinsA U.S. Cabinet-level agency expanded Appian into a new procurement mission area through a seven-figure license deal that will support the awarding of more than $100 billion in annual budget. A U.S. military branch also awarded Appian a seven-figure prime contract to modernize fleet management after a system integrator’s multiyear implementation failed.
- Recognition from GartnerGartner named Appian a leader in its Magic Quadrant for business orchestration and automation technologies. Appian said Gartner ranked it the number one vendor for deterministic workflow automation and platform consolidation.
- Self-Managed Software DemandAppian reported very strong demand for self-managed software, with customers valuing deployment flexibility and data sovereignty. The company said public-sector demand and European interest in independence from American technology contributed to increased interest in running Appian on customers’ own premises.
- Improving Go-to-Market ExecutionManagement said go-to-market productivity was improving, forecasts were on track, deals were not slipping, and win rates were strong. Appian also said it was engaging customers at higher organizational levels and pursuing larger enterprise growth plan structures with annual price stair-stepping and broad usage rights.
- Raised Fourth-Quarter GuidanceQ4 cloud subscription revenue is expected to be $143 million to $145 million, representing 23% year-over-year growth at the midpoint. Total revenue is expected to be $233 million to $237 million, representing 16% growth at the midpoint. Adjusted EBITDA is expected to be $30 million to $33 million, and non-GAAP EPS is expected to be $0.30 to $0.34.
- Raised Full-Year 2026 OutlookFull-year cloud subscription revenue is expected to be $536 million to $538 million, representing 23% year-over-year growth at the midpoint. Total revenue is expected to be $873 million to $877 million, representing 20% growth at the midpoint. Adjusted EBITDA is expected to be $116 million to $119 million, approximately a 13% margin and 53% year-over-year growth at the midpoint. Non-GAAP EPS is expected to be $1.20 to $1.24, approximately 100% growth at the midpoint.
- Improved Margin Outlook and Continued InvestmentAppian now expects nearly 3 percentage points of EBITDA margin improvement in 2026, compared with the 1 percentage point improvement expected at the start of the year. Management also said it remains committed to continued margin expansion while investing in sales capacity, R&D, and other areas to support durable growth.
- Share RepurchasesAppian repurchased approximately 500,000 shares for $17 million during Q3, bringing total repurchases under the current $100 million authorization to $83 million.
- Flexible and Cost-Aware AI Model RoutingAppian offers customers scores of models and allows them to route work at their discretion among frontier models, less expensive models, digital workers, and human workers. Management said this flexibility is intended to contain AI costs, reduce lock-in, support accuracy and reliability, and encourage adoption.
DE:910 Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 18, 2027 | 2026 (Q4) | 0.30- | 0.14 | ― | ― |
| Nov 05, 2026 | 2026 (Q3) | 0.300.46 | 0.29 | 59.38% (+0.17) | |
| Aug 06, 2026 | 2026 (Q2) | 0.000.12 | 0 | ― | |
| May 07, 2026 | 2026 (Q1) | 0.160.24 | 0.12 | 107.69% (+0.13) | |
| Feb 19, 2026 | 2025 (Q4) | 0.060.14 | 0 | ― | |
| Nov 06, 2025 | 2025 (Q3) | 0.050.29 | 0.14 | 113.33% (+0.15) | |
| Aug 07, 2025 | 2025 (Q2) | -0.120.00 | -0.23 | 100.00% (+0.23) | |
| May 08, 2025 | 2025 (Q1) | 0.030.12 | -0.22 | 154.17% (+0.33) | |
| Feb 19, 2025 | 2024 (Q4) | -0.010.00 | 0.05 | -100.00% (-0.05) | |
| Nov 07, 2024 | 2024 (Q3) | -0.080.14 | -0.18 | 175.00% (+0.32) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
