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Jun 30, 2023

Appfolio Q2 2023 Earnings Report

Revenue increased by 25% due to a customer-centric strategy and increased operational efficiency.

Key Takeaways

AppFolio's Q2 2023 financial results showed a 25% revenue increase to $147.1 million compared to the same quarter last year. The company's GAAP loss from operations improved significantly, and non-GAAP income from operations also saw a substantial increase.

Total revenue reached $147.1 million, a 25% increase year-over-year.

Total units on the AppFolio Property Manager platform increased to approximately 7.7 million.

GAAP loss from operations improved to ($0.7 million) from ($29.9 million) in the same quarter of 2022.

Non-GAAP income from operations increased to $9.4 million from $1.2 million in the same quarter of 2022.

Total Revenue
$147M
Previous year: $117M
+25.2%
EPS
$0.23
Previous year: $0.03
+666.7%
Gross Profit
$89.2M
Previous year: $70M
+27.4%
Cash and Equivalents
$24.7M
Previous year: $42.6M
-42.1%
Free Cash Flow
$6.18M
Previous year: -$1.45M
-525.6%
Total Assets
$351M
Previous year: $375M
-6.4%

Appfolio

Appfolio

Forward Guidance

AppFolio's outlook for fiscal year 2023 includes revenue, non-GAAP operating margin, and non-GAAP free cash flow margin.

Positive Outlook

  • Full year revenue is expected to be in the range of $592 million to $598 million.
  • Full year non-GAAP operating margin as a percentage of revenue is expected to be in the range of 5.5% to 6.5%.
  • Full year non-GAAP free cash flow margin as a percentage of revenue is expected to be in the range of 6% to 7%.
  • Weighted average shares outstanding are expected to be approximately 36 million for the full year.