Appier Posts Record Revenue on Agentic AI Growth
Software-as-a-service company Appier announced record revenue for fiscal year 2025, driven by innovation in agentic AI. The company, which focuses on e-commerce and online travel, reported revenue of JPY 43.7 billion, a 28% year-over-year increase. The results reflect strong commercial adoption of AI-powered marketing and customer engagement tools.
- While revenue grew, net income attributable to owners declined 12.6% to ¥2.6 billion for fiscal year 2025; however, operating income was up 50.2% to ¥3.0 billion. - The company issued bullish guidance for fiscal year 2026, forecasting revenue growth of 23.5% and a 35.4% increase in net income. - Appier's gross margin reached a record high of 56.1% in the second quarter of FY2025, an increase of 4.8 percentage points year-over-year, driven by high-margin products and GenAI adoption. - Growth was sourced almost equally from existing clients (51%) and new customers (49%), with the US & EMEA region demonstrating a strong 48% YoY growth rate on an FX-neutral basis in Q2. - The company's Last Twelve Months (LTM) Net Revenue Retention rate stood at 120%, indicating that the average existing customer increased their spending by 20% over the year. - Despite record revenue, the company
