AppFolio Investor Day Presentation Deck slide image

AppFolio Investor Day Presentation Deck

Powering the Future of the Real Estate Industry © 2023 AppFolio Investor Meeting 81 GAAP to Non-GAAP Reconciliation OPERATING MARGIN GAAP income (loss) from operations Stock-based compensation expense as a percentage of revenue Amortization of stock-based compensation capitalized in software development costs as a percentage of revenue Legal costs and insurance recoveries as a percentage of revenue Impairment, net as a percentage of revenue Amortization of purchased intangibles as a percentage of revenue CEO separation costs payment as a percentage of revenue Gain on lease modification as a percentage of revenue Severance payments for workforce reduction as a percentage of revenue Non-GAAP operating margin 2021 (3.3%) 4.3% 0.5% 1.3% (0.5%) - % - % I % % 2.3% 2022 (15.3%) 8.7% 0.5% 0.9% 4.7% I I I % % % % (0.5%) 2023 (1.5%) 8.6% 0.4% - % (0.7%) 0.4% 1.9% (0.7%) 1.7% 10.8% appfolio
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