Appian is set to release fourth-quarter 2025 results on Feb. 19 with the Zacks Consensus Estimate pegging earnings at $0.09 per share and revenues at $189.1 million, reflecting a 13.45% year-over-year increase. The company has beaten consensus estimates in the trailing four quarters, delivering an average surprise of 268.33%.

Record cloud subscription revenues rose 21% year-over-year in Q4, driven by the strongest quarterly net new ACV bookings of the year, with 90% of software bookings from cloud offerings. A seven-figure software deal deploying AI marked a 50% increase year-over-year, and over 25% of customers are now paying for AI solutions, supporting expansion of the AI Advanced Tier and early adoption of Agent Studio.

Appian lifted its full-year cloud subscription revenue guidance to $435–437 million, total revenue guidance to $711–715 million, and adjusted EBITDA to $67–70 million, noting a potential maximum $10 million impact from a prolonged government shutdown. International revenues, which account for 40% of total sales, likely benefited from currency translation as the dollar weakened against foreign currencies.