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Dec 31, 2022

Appfolio Q4 2022 Earnings Report

Appfolio's Q4 2022 financial results were announced, revealing a 30% increase in revenue compared to the same quarter in 2021.

Key Takeaways

AppFolio reported a strong Q4 2022 with a 30% increase in revenue, reaching $124.1 million. Despite this growth, the company experienced a GAAP loss from operations of $20.0 million, although non-GAAP loss from operations was significantly lower at $3.4 million. The number of units served on the AppFolio Property Manager platform also increased to 7.3 million.

Total revenue for Q4 2022 reached $124.1 million, a 30% increase year-over-year.

Units served on the AppFolio Property Manager platform increased to approximately 7.3 million.

GAAP loss from operations was $20.0 million, or 16.1% of revenue.

Non-GAAP loss from operations was $3.4 million, or 2.7% of revenue.

Total Revenue
$124M
Previous year: $95.6M
+29.8%
EPS
-$0.05
Previous year: -$0.04
+25.0%
Gross Profit
$73.7M
Previous year: $56.5M
+30.5%
Cash and Equivalents
$70.8M
Previous year: $57.8M
+22.3%
Free Cash Flow
$1.26M
Previous year: $6M
-78.9%
Total Assets
$381M
Previous year: $408M
-6.6%

Appfolio

Appfolio

Forward Guidance

AppFolio's outlook for fiscal year 2023 includes revenue in the range of $565 million to $575 million, approximately breakeven non-GAAP operating margin, and a non-GAAP free cash flow margin in the range of 2% to 3%.

Positive Outlook

  • Full year revenue is expected to be in the range of $565 million to $575 million.
  • Full year non-GAAP operating margin as a percentage of revenue is expected to be approximately breakeven.
  • Full year non-GAAP free cash flow margin as a percentage of revenue is expected to be in the range of 2% to 3%.
  • Weighted average shares outstanding are expected to be approximately 35 million for the full year.