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Sep 30, 2022

Appfolio Q3 2022 Earnings Report

AppFolio's financial performance for Q3 2022 reflected revenue growth and platform expansion.

Key Takeaways

AppFolio reported a 31% increase in revenue, reaching $125.1 million, and total units on the AppFolio Property Manager platform increased to approximately 7.1 million. GAAP loss from operations was $7.8 million, while non-GAAP income from operations was $4.7 million. The company's outlook for the full year includes revenue between $462 million and $466 million.

Revenue increased by 31% to $125.1 million compared to Q3 2021.

Total units served on the AppFolio Property Manager platform grew to approximately 7.1 million.

GAAP loss from operations was $7.8 million, or 6% of revenue.

Non-GAAP income from operations was $4.7 million, or 4% of revenue.

Total Revenue
$125M
Previous year: $95.8M
+30.6%
EPS
$0.11
Previous year: -$0.00407
-2802.7%
Gross Profit
$74.4M
Cash and Equivalents
$67.2M
Previous year: $84.4M
-20.4%
Free Cash Flow
$11.9M
Total Assets
$385M
Previous year: $407M
-5.5%

Appfolio

Appfolio

Forward Guidance

AppFolio's outlook for fiscal year 2022 includes revenue between $462 million and $466 million, and a full year non-GAAP operating margin as a percentage of revenue is expected to be a loss of 1.5-2.5%.

Positive Outlook

  • Full year revenue is expected to be in the range of $462 million to $466 million.

Challenges Ahead

  • Full year non-GAAP operating margin as a percentage of revenue is expected to be a loss of 1.5-2.5%.