Appian Corporation (APPN) Presents at Barclays 23rd Annual Global Technology Conference Transcript

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SA Transcripts157.29K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Appian Corporation (APPN) Barclays 23rd Annual Global Technology Conference December 10, 2025 11:40 AM EST Company Participants Srdjan Tanjga - Chief Financial Officer Presentation Unknown Analyst Okay. Perfect. Thanks for coming to our next session. I'm really happy to have Serge here from Appian. I need to remember that. Maybe let's start actually kind of with that kind of topic a little bit. So Serge, when you got to Appian kind of what was the excitement for you? Srdjan TanjgaChief Financial Officer Yes. Thank you. First of all, thank you for having me. Thank you all for being here. When I got the call about the Appian CFO job, a few things were appealing. Number 1 was just even if you glance at the financial, it looks like a good business, right, high retention rates. If you read high gross margins, if you read a little bit about or talk to a few customers, you see that they're very satisfied and want to do more with us. So that was step #1. And then step #2 was as I got to understand a little bit of the AI story, I thought that Appian had a very compelling value proposition in AI. And I've been -- honestly ever since AI became a part of our vernacular, and we'll learn names like ChatGPT and Claude and so forth. It seems to me like it's going to take a while for enterprises to really adopt it and there's going to be a number of hurdles as it does with every new technology, particularly this one because it comes with some risks that we haven't seen before. Like AI is a nondeterministic. AI can produce outcomes that are bad. And so it wasn't a surprise to me that the initial hype was going to take some amount of time to transfer into actual enterprise adoption.
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