The earnings call indicates strong financial performance with robust revenue growth, successful AI adoption, and positive customer and employee feedback. However, challenges include flat cost of revenue and increased headcount, which may affect efficiency. The positive aspects significantly outweigh the lowlights, showcasing a thriving business environment.

Company Guidance -

Q3 2025

During AppFolio's Second Quarter 2025 Earnings Conference Call, the company reported revenue of $236 million, representing a 19% year-over-year growth. The non-GAAP operating margin was 26.2%. Core solutions revenue reached $52.5 million, and value-added services revenue was $180 million, each increasing by 19% compared to the previous year. The company managed approximately 8.9 million units from 21,403 customers, marking a 6% increase in both metrics from a year earlier. AppFolio also increased its 2025 annual revenue guidance to $935 million to $945 million, with a projected non-GAAP operating margin between 24.5% and 26.5%. The company exited the quarter with 1,685 employees, up 11% from the prior year, and ended with $128 million in cash and investment securities. Additionally, they repurchased 689,000 shares year-to-date under a new $300 million stock repurchase program.

Strong Revenue Growth

Revenue reached $236 million, marking a 19% year-over-year increase.

AI Adoption and Innovation

96% of customers have utilized AI-powered solutions, with new AI tools like Realm-X improving workflows and productivity.

Expansion of AppFolio Stack Marketplace

AppFolio Stack now has 80 partners, with 77% of Plus and Max customers adopting it, demonstrating increased integration and flexibility.

Employee Engagement and Leadership

High employee engagement scores in the 95th percentile of the tech industry, and Tim Eaton's appointment as CFO.

Positive Customer Feedback

Customer testimonials highlight the ease and impact of AppFolio's solutions, such as the seamless integration of AppFolio Stack partners.

Stock Repurchase Program

A new stock repurchase program of $300 million was approved, with 689,000 shares repurchased 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 Inc. (APPF) report earnings?

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

What is AppFolio Inc. (APPF) earnings time?

AppFolio Inc. (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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