•
Jun 30, 2024

Appfolio Q2 2024 Earnings Report

Reported a 34% increase in revenue and expanded profitability.

Key Takeaways

AppFolio announced strong Q2 2024 financial results, with revenue growing 34% year-over-year to $197.4 million. GAAP operating income was $36.0 million, a significant improvement from the previous year's operating loss. The company's non-GAAP operating income also saw substantial growth, reaching $51.4 million.

Revenue increased by 34% year-over-year, reaching $197.4 million.

Total units under management grew by 9% year-over-year, totaling 8.4 million.

GAAP operating income significantly improved to $36.0 million, representing 18.3% of revenue.

Non-GAAP operating income rose to $51.4 million, accounting for 26.0% of revenue.

Total Revenue
$197M
Previous year: $147M
+34.2%
EPS
$1.12
Previous year: $0.23
+387.0%
Gross Profit
$123M
Previous year: $89.2M
+38.0%
Cash and Equivalents
$59.6M
Previous year: $24.7M
+141.5%
Free Cash Flow
$49.4M
Previous year: $6.18M
+699.3%
Total Assets
$479M
Previous year: $351M
+36.4%

Appfolio

Appfolio

Forward Guidance

AppFolio anticipates full year revenue to be in the range of $772 million to $778 million. They also expect the full year non-GAAP operating margin to be between 23.5% and 24.5%, and the full year non-GAAP free cash flow margin to be between 22% and 24%.

Positive Outlook

  • Full year revenue is expected to be in the range of $772 million to $778 million.
  • Full year non-GAAP operating margin as a percentage of revenue is expected to be in the range of 23.5% to 24.5%.
  • Full year non-GAAP free cash flow margin as a percentage of revenue is expected to be in the range of 22% to 24%.
  • Diluted weighted average shares outstanding are expected to be approximately 37 million for the full year.