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AppFolio (APPF)
NASDAQ:APPF
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.3Last Year’s EPS
1.12Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: -9.63%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Positive
The earnings call presented a predominantly positive outlook with robust revenue growth, strategic partnerships, and expansion of AI capabilities, although there were some concerns about decreased operating margins and increased cost of revenue.Company Guidance
During AppFolio's first quarter 2025 financial results conference call, the company reported a 16% year-over-year revenue increase to $218 million. They also highlighted a GAAP operating margin of 24% and net cash provided by operating activities at 18%. The company managed approximately 8.8 million units from 21,105 customers, marking a 6% increase in both units and customers compared to the previous year. Revenue from core solutions rose by 15% to $49.5 million, while value-added services increased by 16% to $165 million. AppFolio's guidance for 2025 projects annual revenue between $920 million and $940 million, with a non-GAAP operating margin expected to be between 24.5% and 26.5%. The call also announced a new $300 million stock repurchase program and a $75 million minority equity interest in Second Nature to enhance resident experience, reflecting the company's strategy to drive innovation and customer value.Strong Revenue Growth
Revenue grew 16% year over year to $218 million in the first quarter, driven by increased customer value in ARPU, growth in new customer units, and increased adoption of services.
Strategic Partnerships and Innovations
Announced a strategic partnership with Second Nature and the addition of Zillow to the AppFolio Stack Partner ecosystem, enhancing the resident experience and streamlining processes for property managers.
Expansion of AI Capabilities
89% of new customers are using AI-powered AppFolio Rev X capabilities, resulting in a 73% higher lead-to-showing conversion rate and 9.7 hours saved weekly on reporting tasks.
Strong Customer and Unit Growth
Managed approximately 8.8 million units from 21,105 customers, a 6% increase in both units and customers year over year.
Successful Stock Repurchase Program
Completed a $100 million stock repurchase program and approved a new $300 million repurchase program.
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APPF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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APPF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 24, 2025 | $234.65 | $192.02 | -18.17% |
| Jan 30, 2025 | $253.58 | $233.91 | -7.76% |
| Oct 24, 2024 | $192.07 | $212.34 | +10.55% |
| Jul 25, 2024 | $259.07 | $230.95 | -10.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does AppFolio (APPF) report earnings?
AppFolio (APPF) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is AppFolio (APPF) earnings time?
AppFolio (APPF) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APPF EPS forecast?
APPF EPS forecast for the fiscal quarter 2025 (Q2) is 1.3.
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