APPN — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-08-06

• Total revenue increased $32.6 million, or 19.1%, in the three months ended June 30, 2026 compared to the same period in 2025 due to an increase in our subscriptions revenue of $25.0 million coupled with an increase in our professional services revenue of $7.6 million. The increase in subscriptions r…

• Cost of revenue increased $9.6 million, or 19.5%, in the three months ended June 30, 2026 compared to the same period in 2025, primarily due to a $5.0 million increase in professional services and product support personnel costs coupled with a $2.7 million increase in hosting costs and a $1.2 millio…

• Sales and marketing expense increased $8.0 million, or 12.8%, in the three months ended June 30, 2026 compared to the same period in 2025, primarily due to a $5.2 million increase in sales and marketing personnel costs, a $1.1 million increase in marketing expenses, and a $1.0 million increase in tr…

• Research and development expense increased $4.7 million, or 10.9%, in the three months ended June 30, 2026 compared to the same period in 2025. This change is primarily attributable to a $4.1 million increase in research and development personnel costs and a $1.0 million increase in cloud computing …

• General and administrative expense increased $4.9 million, or 17.6%, in the three months ended June 30, 2026 compared to the same period in 2025 primarily due to a $4.6 million increase in professional fees and a $0.7 million increase in general and administrative personnel costs. These increases we…

Text removed vs the prior filing · source: 10-Q · 2026-05-07

• given the length of our sales cycle, and marketing costs which, with the exception of certain types of sales commissions, are expensed as incurred.

• Comparison of the Three Months Ended March 31, 2026 and 2025

• Total revenue increased $35.8 million, or 21.5%, in the three months ended March 31, 2026 compared to the same period in 2025 due to an increase in our subscriptions revenue of $26.0 million coupled with an increase in our professional services revenue of $9.8 million. The increase in subscriptions …

• professional services revenue was due primarily to a $5.7 million increase in revenue from sales to new customers along with a $4.1 million increase in sales to existing customers.

• Cost of revenue increased $10.4 million, or 23.5%, in the three months ended March 31, 2026 compared to the same period in 2025, primarily due to a $3.6 million increase in hosting costs coupled with a $3.6 million increase in professional services and product support personnel costs and a $2.3 mill…

Text added vs the prior filing · source: 10-Q · 2026-08-06

• Our management, with the participation of our Chief Executive Officer and our Chief Financial Officer, evaluated the effectiveness of our disclosure controls and procedures as of June 30, 2026. Based on the evaluation of our disclosure controls and procedures as of June 30, 2026, our Chief Executive…

Text removed vs the prior filing · source: 10-Q · 2026-05-07

• under the Exchange Act is accumulated and communicated to our management, including our principal executive and principal financial officers, as appropriate to allow timely decisions regarding required disclosure.

• Our management, with the participation of our Chief Executive Officer and our Chief Financial Officer, evaluated the effectiveness of our disclosure controls and procedures as of March 31, 2026. Based on the evaluation of our disclosure controls and procedures as of March 31, 2026, our Chief Executi…

Text added vs the prior filing · source: 10-Q · 2026-08-06

• The information set forth below is included herein for purposes of providing disclosure under various items of Form 8-K.

Text removed vs the prior filing · source: 10-Q · 2026-05-07

• The adoption or termination of contracts, instructions, or written plans for the purchase or sale of our securities by our Section 16 officers and directors for the three months ended March 31, 2026, each of which is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the …

• NameTitleActionDate AdoptedExpiration DateAggregate # of Securities to be Purchased/Sold

• (1) Matthew Calkins, Chief Executive Officer and Chairman of the Board of Directors, entered into a prearranged stock trading plan pursuant to Rule 10b5-1 on March 5, 2026. Mr. Calkins’ plan provides for the potential sale of up to 600,000 shares of Appian Class A common stock. The plan commences on…

• Other than disclosed above, none of our directors or officers adopted or terminated a "non-Rule 10b5-1 trading arrangement" as defined in Item 408 of Regulation S-K.