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Sep 30, 2024

Appfolio Q3 2024 Earnings Report

Appfolio's financial performance for Q3 2024 was reported, marked by revenue growth and strategic acquisitions.

Key Takeaways

AppFolio reported a strong Q3 2024 with a 24% increase in revenue year-over-year, reaching $206 million. Operating income also saw significant growth, and the company acquired LiveEasy to expand its resident services.

Revenue increased by 24% year-over-year, reaching $206 million.

Total units under management grew by 9% year-over-year to 8.5 million.

GAAP operating income was $43 million, representing 20.7% of revenue.

AppFolio acquired LiveEasy to enhance its resident application, FolioSpaceâ„¢.

Total Revenue
$206M
Previous year: $165M
+24.4%
EPS
$1.29
Previous year: $0.59
+118.6%
Gross Profit
$134M
Previous year: $103M
+30.6%
Cash and Equivalents
$331M
Previous year: $59.9M
+452.9%
Free Cash Flow
$60.6M
Previous year: $33.6M
+80.6%
Total Assets
$523M
Previous year: $379M
+38.2%

Appfolio

Appfolio

Forward Guidance

AppFolio provided its outlook for fiscal year 2024.

Positive Outlook

  • Full year revenue is expected to be in the range of $786 million to $790 million.
  • Full year non-GAAP operating margin is expected to be in the range of 24.5% to 25.5%.
  • Full year non-GAAP free cash flow margin 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.
  • Acquisition of LiveEasy will improve the FolioSpace resident app.

Challenges Ahead

  • Fay Sien Goon, the Company’s Chief Financial Officer, will depart AppFolio as of October 25, 2024.
  • The company is searching for a new CFO.
  • Forward-looking statements are subject to risks and uncertainties.
  • Actual future results may be materially different from the results expressed or implied by these forward-looking statements.
  • The company undertakes no obligation to update any forward-looking statements made in this press release.