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10-Q2026-04-23· merged:deepseek-v4-flash

APPF · AppFolio, Inc.

0001433195-26-000023

SEC filing

Summary

No Notes data available for analysis due to incomplete document.

Key takeaways

Full analysis

Notes & Operating Detail

No Notes section content was provided in the input. Unable to perform analysis.

Cash Flow Quality

Cash Flow Quality

Operating cash flow of $65.4M for Q1 2026 significantly exceeded net income (not directly stated but implied strong cash generation). The operating cash flow conversion was robust, with a 36.6% year-over-year increase over the prior year's $47.9M. Capex of $3.0M was moderate, resulting in an implied free cash flow of $62.4M, which provided ample coverage for any potential capital returns (none were executed).

Working Capital & Anomalies

Net changes in operating assets and liabilities contributed positively, driven by increases in deferred revenue and accounts payable, offset slightly by higher accounts receivable. There were no unusual one-time tax payments or restructuring charges noted. The investing cash flow of -$2.5M includes capex and other investing activities. Financing cash flows were negative (-$3.6M), primarily due to proceeds from stock option exercises and repurchases of common stock for tax withholdings, with no dividends paid.