5 Insightful Analyst Questions From Appian's Q1 Earnings Call
Is now the time to buy APPN? Find out in our full research report (it's free).
Revenue: $166.4 million vs analyst estimates of $163.2 million (11.1% year-on-year growth, 2% beat)
Adjusted EPS: $0.13 vs analyst estimates of $0.03 (significant beat)
The company slightly lifted its revenue guidance for the full year to $684 million at the midpoint from $682 million
Management raised its full-year Adjusted EPS guidance to $0.22 at the midpoint, a 12.8% increase
EBITDA guidance for the full year is $43 million at the midpoint, above analyst estimates of $39.14 million
Operating Margin: -0.5%, up from -13% in the same quarter last year
Net Revenue Retention Rate: 112%, down from 116% in the previous quarter
Market Capitalization: $2.11 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Sanjit Singh (Morgan Stanley) asked about potential pull-forward in federal bookings given government budget uncertainty; CEO Matt Calkins responded he saw no meaningful pull-forward and remains cautiously optimistic about future quarters.
Sanjit Singh (Morgan Stanley) inquired about the decline in net revenue retention; Interim CFO Mark Lynch explained it was due to prior-period down-sells and leveled-off customer growth, not recent enterprise hesitancy.
Steve Enders (Citi) questioned AI monetization sustainability; Calkins indicated strong customer willingness to pay and described the company's strategy as demonstrating tangible value through early monetization.
Jake Roberge (William Blair) probed for details on AI pricing uplift; Calkins specified a 25% premium for AI tiers and highlighted high-volume, routine work as the primary use case driving adoption.
Nick Altmann (Scotiabank) asked about the durability of recent sales productivity gains; Calkins attributed improvements to strategic changes in sales processes and partner focus, calling these gains likely to be sustained.
In upcoming quarters, our analysts will be watching (1) the pace at which existing customers transition to AI-inclusive tiers, (2) durability of sales productivity improvements as go-to-market changes mature, and (3) the impact of potential volatility in U.S. federal IT spending on overall bookings. Progress on pricing model evolution and further enhancements to AI capabilities will also be important markers of execution.
Appian currently trades at $28.90, down from $30.38 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it's free).
Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs.
While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Entrepreneur
2 minutes ago
- Entrepreneur
SiMa.ai Secures USD 85 Mn to Advance Physical AI Platform
Funding led by Maverick Capital with StepStone Group joining will drive global expansion and innovation for edge-based AI applications You're reading Entrepreneur India, an international franchise of Entrepreneur Media. has secured USD 85 million in a funding round led by Maverick Capital, with StepStone Group joining as a new investor. The round was oversubscribed and included participation from existing backers. With this latest infusion, the company's total funding has reached USD 355 million. The capital will be used to expand global presence and to accelerate the growth of its Physical AI platform. Plans include increasing investment in software innovation, enhancing go-to-market activities, strengthening customer support, and advancing its automotive development plans. "This new funding further validates our leadership in the Physical AI space and the growing demand for solutions that deliver top-tier performance per watt with exceptional ease of use," said Krishna Rangasayee, Founder and CEO of "With the support of both new and existing investors, we are moving quickly to extend our lead and meet demand across robotics, automotive, industrial automation, aerospace and defense, smart vision, and healthcare." Founded in 2018 by Rangasayee, is headquartered in San Jose, California. The company specialises in Physical AI computing, creating platforms that enable intelligent applications to operate efficiently at the edge. Its flagship Modalix platform offers high performance while maintaining strong energy efficiency, designed to make advanced AI capabilities accessible in industries such as robotics, automotive, aerospace, and industrial automation. offers a full-stack Physical AI solution through its ONE platform. This integrates purpose-built silicon with a software-first approach to simplify deployment and maximise performance. The platform includes Modalix, a second-generation multimodal MLSoC now available to customers, and Palette, a software suite that features both a software development kit and Edgematic, a no-code visual development tool. The system supports major machine learning frameworks, including vision models, transformers, and generative AI, within a single architecture. Andrew Homan, Managing Partner at Maverick Capital, said, " is redefining possibilities at the edge by combining advanced silicon with a software-centric approach to Physical AI. Their ability to deliver powerful, low-energy solutions with simple deployment positions them to lead in a rapidly growing market." John Avirett, Partner at StepStone Group, added, "As generative AI changes the data center, we see significant opportunity in AI at the edge. integrated solution, technical expertise, and customer adoption make it a leader in this space." With AI applications increasingly moving to the edge, aims to address the need for high performance, energy efficiency, and ease of use in real-world environments.
Entrepreneur
2 minutes ago
- Entrepreneur
Cyber Resilience Platform Mitigata Secures USD 5.9 Mn Funding Led by Nexus Venture Partners
The startup plans to establish three global security operations centers in Bengaluru, Mumbai, and Delhi to strengthen its AI-driven threat detection, incident response, and managed security services. You're reading Entrepreneur India, an international franchise of Entrepreneur Media. Bengaluru-based cyber resilience platform Mitigata has raised USD 5.9 million in a Series A funding round led by Nexus Venture Partners, with participation from Titan Capital and WEH Ventures. The funds will be deployed to enhance the company's AI-powered security and risk management platform, expand its range of cyber resilience offerings, and scale operations across Indian cities and international markets. The startup plans to establish three global security operations centers in Bengaluru, Mumbai, and Delhi to strengthen its AI-driven threat detection, incident response, and managed security services. Part of the funding will also go toward expanding its teams in security, insurance, and compliance. "Our mission is to build strategic resilience for India's digital economy by driving cybersecurity innovation from within," said Sarthak Dubey, Co-founder and COO. "This supports the vision of a self-reliant digital India, especially in areas critical to national security." Mitigata was founded by Mohit Anand, Sarthak Dubey, Mayank Morya, and Akshit Kaushik. The founders have experience in leading technology and security roles at organisations such as Meesho, Delhivery, Lenskart, Khosla Labs, and CGI. The startup offers a unified platform that integrates cybersecurity, risk management, compliance, and cyber insurance. Its services include attack surface monitoring, threat intelligence, dark web and brand monitoring, phishing simulations, governance risk and compliance automation, and cyber risk quantification through its proprietary RELIQ model. It also provides 24x7 SOC monitoring, vulnerability assessment, penetration testing, incident response, and digital forensics. Mohit Anand, Co-founder and CEO, said, "Most businesses still treat cyber insurance and security as separate cost centers, often relying on fragmented vendors and siloed solutions. At Mitigata, we've reimagined and Indianised the model — delivering integrated, high-impact cyber resilience that combines security and insurance into a single, cost-efficient solution tailored to the unique needs of Indian organisations." Mitigata's cyber insurance services are supported by partnerships with major insurers such as HDFC ERGO, ICICI Lombard, Tata AIG, Bajaj Allianz, and New India Assurance. By aligning insurance coverage with real-time risk data, the firm aims to provide better claims outcomes and faster incident response for its clients. Currently serving over 500 enterprises across 25 industries, Mitigata positions itself as India's first full-stack cyber resilience platform. Its approach combines advanced AI-driven tools with embedded on-ground expertise, offering organisations both strategic oversight and immediate response capabilities. Anand Datta, Partner, Nexus Venture Partners, added, "We believe the future of cybersecurity and Insurance is an integrated, full-stack approach. Mitigata is pioneering a new AI led services approach to cyber resilience that covers the entire lifecycle—from prevention and mitigation to risk transfer via insurance. Their model is precisely what Indian enterprises need to thrive securely."
Yahoo
31 minutes ago
- Yahoo
Motive Launches in the UK to Power Safer, Smarter, More Sustainable Fleet Operations with AI
Industry's most accurate AI platform arrives, backed by London office and regional leadership LONDON, August 04, 2025--(BUSINESS WIRE)--Motive, the AI-powered Integrated Operations Platform for the physical economy, today announced its launch in the United Kingdom. With the opening of a new London office and the appointment of regional vice president, Nyanya Joof, Motive will bring its AI-powered solutions for Driver Safety, Fleet Management, and Workforce Management to businesses in the UK with complex physical operations. The company's expansion builds on its strong North American adoption and supports fleets across industries such as transportation, construction, field services, energy, utilities, and the food and beverage sector. "Motive's mission is to empower the people who run physical operations with tools to make their work safer and more productive," said Shoaib Makani, CEO and Co-founder of Motive. "We're excited to bring that mission to the UK at a time when AI can make a meaningful difference—helping businesses reduce road collisions, lower costs, automate manual work, and accelerate the transition to more sustainable operations. Our platform is already delivering measurable results around the world, and we look forward to unlocking that same value for businesses in the UK." Businesses with fleets in the UK face growing challenges, including a projected shortage of 200,000 Heavy Goods Vehicle (HGV) drivers over the next five years; rising fuel, insurance, and maintenance costs; and heightened road casualties following nearly 130,000 incidents in 2024 alone. At the same time, businesses are under pressure to improve sustainability and transition to electric vehicles (EVs), while managing outdated, siloed systems that limit operational visibility and agility. To help address these difficulties, Joof will lead Motive's regional strategy, hiring, and go-to-market (GTM) execution. With over 15 years of experience scaling GTM teams across Europe, including leadership roles at WeWork, she will oversee how Motive supports UK customers with tools designed to address their most urgent safety, workforce, and cost-related challenges. Motive's AI-powered platform helps businesses in the UK: Protect workers, improve safety, and boost morale: Motive's Driver Safety solution, including its use of precise AI accuracy, detects risky behaviours, such as mobile phone use and stop sign violations, to help prevent accidents before they happen. Businesses can exonerate drivers, reinforce safety standards through real-time coaching, and recognise safe driving, ultimately improving retention and morale. Optimize spend: Motive's Fleet Management solution helps businesses reduce insurance premiums by an average of 21%, lower maintenance spend, and improve fuel efficiency. Its AI-driven visibility into vehicle health, routing, and utilisation supports faster decision-making and more efficient operations—delivering measurable savings. Save time and increase productivity: Motive's Workforce Management solution automates manual tasks such as scheduling, time tracking, payroll, training, and documentation, reducing administrative overhead and freeing teams to focus on higher-value work. The Motive Driver App also simplifies roadside inspections and compliance documentation, removing the need for paper-based systems. Navigate the green transition: Motive helps businesses adapt to rising regulatory and sustainability demands, such as the UK's 2030 Zero Emission Vehicle Mandate by managing the shift to EVs with tools tailored for mixed-fleet environments. Its EV forecasting software, fuel-efficient routing, and digitised workflows enable teams to plan vehicle charging, optimise routes, and reduce downtime. EVs can cost up to 25% more to repair and take 14% longer to service than petrol vehicles, making Motive's predictive maintenance and AI-powered safety capabilities critical for reducing electrification costs and maintaining fleet readiness. These capabilities are further strengthened by Motive's recent acquisition of InceptEV, an advanced battery intelligence software startup. "Motive's AI-powered platform is transforming how we manage fleet safety across parts of our U.S. operations—giving us the opportunity to prevent collisions, protect drivers, and respond faster with near real-time insights," said Zach Spengler, Director of EHS at ABM Aviation. "There's clear potential for businesses in the UK and beyond to benefit from the technology to enhance safety, streamline maintenance, and improve fuel efficiency at scale." Additional Resources: Learn more about Motive's UK expansion in the blog post at Explore open roles with Motive at About Motive Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time, safety, operations, and finance teams can manage their workers, vehicles, equipment, and fleet-related spend in a single system. Motive serves nearly 100,000 customers from small businesses to Fortune 500 enterprises such as Halliburton, KONE, Komatsu, NBC Universal, and Maersk across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, waste services, and the public sector. Visit to learn more. View source version on Contacts Media Contact press@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
