The earnings call highlighted strong revenue growth, increased adoption of AI solutions, and strategic partnerships. However, challenges in maintaining operational efficiency and headcount management were noted. Overall, the positive aspects outweigh the negatives.

Company Guidance

During AppFolio's Second Quarter 2025 Earnings Conference Call, the company reported a revenue of $236 million, marking a 19% year-over-year increase. The non-GAAP operating margin was reported at 26.2%, compared to 26% in the previous year. The call highlighted a 6% growth in both the number of managed units, totaling approximately 8.9 million, and the customer base, which expanded to 21,403 customers. Core solutions revenue reached $52.5 million, while value-added services revenue grew to $180 million, reflecting a 19% increase driven by the adoption of new services. AppFolio announced an updated 2025 revenue guidance of $935 million to $945 million, representing an 18% growth at the midpoint, and anticipates a non-GAAP operating margin between 24.5% and 26.5%. The company also mentioned an increase in headcount by 11% to 1,685 employees and ended the quarter with $128 million in cash and investment securities.

Strong Revenue Growth

Revenue was $236 million, growing 19% year-over-year, with a non-GAAP operating margin of 26.2%.

Increased Adoption of AI Solutions

96% of customers utilized one or more AI-powered solutions, with Realm-X Flow users collecting 56% faster.

Expansion of AppFolio Stack Marketplace

The marketplace now includes 80 partners, with 77% of Plus and Max customers adopting Stack.

Employee Engagement and New CFO Appointment

Employee engagement survey scored in the 95th percentile of the tech industry, and Tim Eaton was appointed as Chief Financial Officer.

Strategic Partnerships and Stock Repurchase Program

Entered a strategic partnership with Second Nature and repurchased 689,000 shares year-to-date.

AppFolio (APPF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

APPF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	1.46 / -	1.29	―	―	―
Jul 31, 2025	2025 (Q2)	1.28 / 1.38	1.12	23.21% (+0.26)	―
Apr 24, 2025	2025 (Q1)	1.22 / 1.21	1.05	15.24% (+0.16)	―
Jan 30, 2025	2024 (Q4)	0.94 / 0.92	0.88	4.55% (+0.04)	―
Oct 24, 2024	2024 (Q3)	1.03 / 1.29	0.59	118.64% (+0.70)	―
Jul 25, 2024	2024 (Q2)	0.96 / 1.12	-0.53	311.32% (+1.65)	―
Apr 25, 2024	2024 (Q1)	0.89 / 1.05	-0.99	206.06% (+2.04)	―
Jan 25, 2024	2023 (Q4)	0.63 / 0.88	-0.56	257.14% (+1.44)	―
Oct 26, 2023	2023 (Q3)	0.14 / 0.59	-0.12	591.67% (+0.71)	―
Jul 27, 2023	2023 (Q2)	-0.24 / -0.53	-0.86	38.37% (+0.33)	―

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

APPF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$267.38	$319.15	+19.36%
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%

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.

FAQ

When does AppFolio (APPF) report earnings?

AppFolio (APPF) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is AppFolio (APPF) earnings time?

AppFolio (APPF) earnings time is at Oct 23, 2025, After Close (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 (Q3) is 1.46.

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