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Mar 31, 2023

Appfolio Q1 2023 Earnings Report

AppFolio's Q1 2023 financial results were announced, demonstrating revenue growth and strategic progress.

Key Takeaways

AppFolio reported a 29% increase in revenue for Q1 2023, reaching $136.1 million, driven by customer-centric innovation and up-market growth. The total units on the AppFolio Property Manager platform increased to 7.5 million. GAAP loss from operations was $26.5 million, while non-GAAP loss from operations was $2.1 million. The company's outlook for fiscal year 2023 includes revenue between $570 million and $580 million.

Revenue increased by 29% year-over-year, reaching $136.1 million.

Total units on the AppFolio Property Manager platform grew to approximately 7.5 million.

GAAP loss from operations was $26.5 million, or 19.5% of revenue.

Non-GAAP loss from operations was $2.1 million, or 1.6% of revenue.

Total Revenue
$136M
Previous year: $105M
+29.3%
EPS
-$0.01
Previous year: -$0.12
-91.7%
Gross Profit
$79.9M
Previous year: $61.9M
+29.0%
Cash and Equivalents
$104M
Previous year: $49.5M
+109.8%
Free Cash Flow
-$386
Previous year: -$7.6M
-100.0%
Total Assets
$371M
Previous year: $400M
-7.3%

Appfolio

Appfolio

Forward Guidance

AppFolio's outlook for fiscal year 2023, based on information available as of April 27, 2023, includes a full-year revenue range of $570 million to $580 million, a non-GAAP operating margin between 1% and 2%, and a non-GAAP free cash flow margin between 2.5% and 3.5%. Weighted average shares outstanding are expected to be approximately 36 million for the full year.

Positive Outlook

  • Full year revenue is expected to be in the range of $570 million to $580 million.
  • Full year non-GAAP operating margin as a percentage of revenue is expected to be in the range of 1% to 2%.
  • Full year non-GAAP free cash flow margin as a percentage of revenue is expected to be in the range of 2.5% to 3.5%.
  • Weighted average shares outstanding are expected to be approximately 36 million for the full year.