What is AppFolio's deferred revenue?

AppFolio (APPF) reported deferred revenue of $103.6M in Q1 2026.

What is the long-term trend for AppFolio's deferred revenue?

Over 2 years (2020 to 2022), AppFolio's deferred revenue has grown at a -36.9% compound annual growth rate (CAGR), from $2.26M to $900K.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

AppFolio APPF Deferred Revenue

Deferred Revenue at other companies

ServiceTitan, Inc.TTAN

$19.04M+16.3%

Procore TechnologiesPCOR

$1.6B+89.9%

APi GroupAPG

$773M+21.9%

Fidelity National Information ServicesFIS

$1.08B+12.4%

Manhattan AssociatesMANH

$355.91M+20.0%

SS&C TechnologiesSSNC

$509.9M+2.2%

Other financials

Income statement

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Revenue$262.2M+20.4%

Gross profit$167.2M+21.0%

Operating income$50.7M+50.2%

Net income$42.4M+35.2%

EPS (diluted)$1.18+37.2%

Balance sheet

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Cash & equivalents$147.7M+158%

Total debt$37.0M-9.1%

Total equity$470.2M+1.8%

Total assets$580.6M+2.8%

Cash flow

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Operating cash flow$34.3M-10.8%

CapEx$231.0K+0.4%

Free cash flow$34.1M-10.9%

Valuation

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Market cap$5.36B-29.0%

Profitability

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Gross margin63.7%-0.2pp

Operating margin17.1%+0.7pp

Net margin15.3%-8.6pp

FCF margin23.6%+1.4pp

Returns & leverage

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Return on equity32.6%-16.5pp

Debt / equity0.1×0.0×

Current ratio3.5×-1.1×

Where this comes from

Reported directly by AppFolio in its filing.

Tagged under the XBRL concept us-gaap:RevenueRemainingPerformanceObligation.

The official record: AppFolio’s 10-Q, filed April 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is AppFolio's deferred revenue?: AppFolio (APPF) reported deferred revenue of $103.6M in Q1 2026.
What is the long-term trend for AppFolio's deferred revenue?: Over 2 years (2020 to 2022), AppFolio's deferred revenue has grown at a -36.9% compound annual growth rate (CAGR), from $2.26M to $900K.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.