Appian Corporation published the prepared remarks transcript of its Q4 2025 earnings call, attended by Investor Relations head Brian Denyeau, Chairman and CEO Matt Calkins, and CFO Serge Tanjga. Management highlighted strong growth and profitability, led by cloud subscriptions revenue rising 18% year over year to $117.0 million in Q4 and total revenue increasing 22% to $202.9 million, with adjusted EBITDA of $19.7 million. For full-year 2025, cloud subscriptions revenue grew 19% to $437.4 million and adjusted EBITDA reached $76.8 million. The CEO pointed to larger enterprise wins and public-sector momentum, including a new U.S. Army enterprise agreement framework that “allows it to purchase 500 million dollars in Appian software and services over the next 10 years.” A major theme was Appian’s positioning around AI and workflow. Calkins said “AI needs process (also known as workflow),” arguing that enterprises require a “deterministic framework” to make AI reliable in mission-critical work. He also noted accelerating adoption: “AI use on our platform grew 14x year over year,” adding that customers upgrading to Appian’s AI tier see “an average price increase of 25%.” The CFO announced reporting changes, including a new “cloud net ARR expansion” metric (114% in Q4) and the company’s plan to stop reporting cloud gross renewal rate and net revenue retention. Appian also announced a $50 million share repurchase program; the CFO said the company expects it “will essentially offset the dilution from stock grants issued this year.” Looking ahead, Appian guided to Q1 2026 cloud subscriptions revenue of $119–$121 million and full-year 2026 cloud subscriptions revenue of $502–$510 million, while forecasting continued adjusted EBITDA margin expansion. The full transcript can be accessed through the link below.

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