Skip to content
Screener

AppFolio APPF Subscription Services — Revenue

Other product segments

Value Added Services
$219.47M+21.8%
Other
$1.86M-37.2%

Similar metrics at other companies

National Research Corporation logo
NRCSubscription Services — Revenue
$33.3M+7.4%
HealthStream logo
HSTMSubscription Services — Revenue
$79.99M+11.2%
Cisco Systems, Inc. logo
CSCOSubscription, Service — Revenue
$3.36B-2.2%
Clarivate logo
CLVTSubscription revenues — Revenue
$403.3M-0.6%
Coinbase Global, Inc. logo
COINOther subscription and services revenue — Revenue
$109.43M-22.3%
Blackrock logo
BLKTechnology Services And Subscription Revenue — Revenue
$566M+13.4%

Other financials

Income statement

See full
Revenue$281.1M+19.3%
Gross profit$178.5M+17.6%
Operating income$53.0M+30.8%
Net income$41.5M+15.5%
EPS (diluted)$1.17+18.2%

Balance sheet

See full
Cash & equivalents$217.7M+195%
Total debt$35.8M-9.8%
Total equity$526.1M+15.5%
Total assets$648.4M+14.3%

Cash flow

See full
Operating cash flow$87.6M+66.4%
CapEx$231.0K+0.4%
Free cash flow$87.6M+67.3%

Valuation

See full
Market cap$6.87B-38.6%
Enterprise value$6.69B-40.1%
P/E43.6×-11.5×
P/S6.6×-6.4×

Profitability

See full
Gross margin63.5%-0.4pp
Operating margin17.5%+1.3pp
Net margin15.1%-8.4pp
FCF margin25.9%+4.6pp

Returns & leverage

See full
Return on equity32.1%-17.0pp
Debt / equity0.1×0.0×
Current ratio3.8×+0.9×

Where this comes from

Reported directly by AppFolio in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: AppFolio’s 10-Q, filed July 23, 2026.

Filed
Jul 23, 2026, 4:10 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001433195-26-000058
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Subscription Services$59,800$52,473$118,022$101,986
Value Added Services219,467180,145420,830344,851
Other1,8572,9574,4866,440
Total revenue$281,124$235,575$543,338$453,277

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is AppFolio's subscription services — revenue?
AppFolio (APPF) reported subscription services — revenue of $59.8M in Q2 2026.
How has AppFolio's subscription services — revenue changed year-over-year?
AppFolio's subscription services — revenue increased by 14.0% year-over-year, from $52.47M to $59.8M.
What does subscription services — revenue mean?
This metric represents the total revenue generated from recurring software-as-a-service (SaaS) subscriptions provided to customers. It reflects the core predictable income stream derived from licensing access to the company's cloud-based platform and essential management tools. Growth in this area indicates successful customer acquisition and retention within the company's primary software ecosystem.

Ask your AI about AppFolio's subscription services — revenue.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude