NASDAQ$APPF

Appfolio Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

AppFolio's financial performance for Q3 2020 showed a strong increase in net income and revenue, driven by the sale of MyCase and continued growth in the real estate vertical.

AppFolio reported a significant increase in net income to $137.68 million and revenue of $84.09 million for the third quarter of 2020. The company completed the sale of MyCase for $193.0 million and continues to focus on its cloud-based solutions for the real estate vertical.

  • AppFolio's revenue increased to $84.09 million, compared to $67.94 million in Q3 2019.
  • Net income reached $137.68 million, a substantial increase from $4.98 million in the same quarter last year, primarily due to the sale of MyCase.
  • The company completed the sale of MyCase for $193.0 million on September 30, 2020.
  • AppFolio is focused on providing cloud-based business software solutions, services, and data analytics to the real estate vertical.

Headline financials

Total Revenue

$84.1M

Previous: $67.9M+23.8%
EPS (adj)

$3.86

Previous: $0.14+2657.1%
Capital Expenditures

-$16.6M

Previous: -$4.09M-305.2%
Free Cash Flow

$121M

Previous: $893K+13463.8%
Net Income

$138M

Previous: $4.98M+2665.7%
Operating Income

$3.36M

Previous: $4.13M-18.7%
Gross Profit

$51.3M

Previous: $42M+22.2%
Cash & Equivalents

$144M

Previous: $20.1M+615.8%
Total Assets

$386M

Previous: $234M+65.2%
Stock-Based Comp

$3.1M

Previous: $2.19M+41.2%

Revenue & EPS history

Appfolio · Revenue · Quarterly

$84.1M

Q3 2020+23.8%vs Q3 2019
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Appfolio · $163M total across 2 segments · Q3 2023

  • Value Added Services
    $123M
  • Core solutions
    $39.8M

Forward guidance

AppFolio did not provide updated full year revenue guidance for fiscal year 2020. Diluted weighted average shares are expected to be approximately 36 million for the full year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2020

Historical avgQ3 2020

+0.2%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+6.7%

Avg return

30 days after

53%

23 / 43 earnings

Positive

+26.7%

Q4 2023

Best reaction

-18.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.4%+8.5%+8.1%
Q4 2025-9.1%-11.1%-14.2%
Q3 2025+11.2%+9.2%-3.2%
Q1 2025-18.2%-12.0%-10.6%
Q4 2024-7.8%-9.1%-15.4%
Q3 2024+8.6%+10.7%+24.0%
Q2 2024-10.0%-14.4%-10.6%
Q1 2024+12.4%+5.0%+6.7%
Q4 2023+26.7%+27.7%+33.9%
Q3 2023+6.6%+6.4%+9.6%
Q2 2023+0.8%+3.5%+3.3%
Q1 2023+11.8%+10.1%+14.4%
Q4 2022-6.2%-0.6%+15.4%
Q3 2022+20.2%+22.0%+13.8%
Q2 2022+1.8%+3.7%+5.0%
Q1 2022-17.7%-9.9%-6.1%
Q4 2021+3.0%+1.3%+0.3%
Q3 2021-2.1%-5.8%-5.8%
Q2 2021-6.8%-4.5%-11.1%
Q1 2021-4.6%-2.0%+6.4%
Q4 2020-17.8%-15.4%-13.8%
Q3 2020-7.1%-11.8%+2.3%
Q2 2020+12.0%+14.2%+20.9%
Q1 2020+3.4%+16.3%+60.1%
Q4 2019-2.4%-4.6%-21.3%
Q3 2019+4.6%+8.8%+26.9%
Q2 2019-7.9%-6.8%-6.1%
Q1 2019-2.6%-0.9%+0.2%
Q4 2018-5.3%-1.7%+14.4%
Q3 2018-6.5%-0.3%+5.3%
Q2 2018+11.3%+15.0%+26.3%
Q1 2018+3.1%+13.2%+21.8%
Q4 2017-10.1%-9.3%-10.9%
Q3 2017-8.1%-8.5%-11.2%
Q2 2017+8.0%+2.9%+24.4%
Q1 2017+3.5%+7.7%+19.0%
Q4 2016+4.4%+0.6%+9.9%
Q3 2016+3.4%+16.4%+15.6%
Q2 2016+7.1%+8.3%+12.4%
Q1 2016+0.7%
Q4 2015-14.5%
Q3 2015-4.1%
Q2 2015+1.9%
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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