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AppFolio Inc. (APPF)
:APPF
US Market

AppFolio (APPF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 12, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
1.23
Last Year’s EPS
1.05
Same Quarter Last Year
Based on 4 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Jan 30, 2025
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% Change Since: -16.53%
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Next Earnings Date:May 12, 2025
Earnings Call Sentiment|Positive
The call highlighted significant revenue growth, improved operating margins, and successful strategic initiatives, particularly in AI and customer growth. However, challenges such as increased operating expenses and the impact of high interest rates on customer portfolio expansion were noted.
Company Guidance
During AppFolio's Fourth Quarter 2024 Financial Results Conference Call, significant guidance was provided for the upcoming fiscal year. The company anticipates 2025 annual revenue to range between $920 million and $940 million, indicating a 17% growth rate at the midpoint. Non-GAAP operating margin is expected to be between 24.5% and 26.5%, with diluted weighted average shares outstanding projected to be approximately 37 million. AppFolio plans to continue expanding its customer base and units under management, while also increasing average revenue per user (ARPU) through greater adoption of its Plus and Max plans and value-added services. Despite the challenging high-interest rate environment, the company remains optimistic about its growth prospects, particularly in its resident segment, and plans to maintain operational efficiency by ensuring headcount growth remains below revenue growth.
Strong Revenue Growth
Fourth quarter revenue grew 19% year-over-year to $204 million, with a 28% annual increase to $794 million.
Operating Margin Improvement
Non-GAAP operating margin more than doubled from 12% to 25% for the full year.
Customer and Unit Growth
Managed approximately 8.7 million units from 20,784 customers, a 6% increase in units and a 5% increase in customers year-over-year.
Introduction of AI Innovations
Launched Realm-X AI-powered capabilities, with over 1 million actions completed and rapid adoption compared to legacy workflows.
Recognition and Awards
Recognized by Forbes on lists for America's Best Companies and Most Trusted Companies in America for 2025.
Successful Acquisition
Acquired LiveEasy to enhance the resident experience, which is progressing well and expected to drive significant value.
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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

APPF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 12, 20252025 (Q1)
1.23 / -
1.05
Jan 30, 20252024 (Q4)
0.94 / 0.92
0.884.55% (+0.04)
Oct 24, 20242024 (Q3)
1.03 / 1.29
0.59118.64% (+0.70)
Jul 25, 20242024 (Q2)
0.96 / 1.12
-0.53311.32% (+1.65)
Apr 25, 20242024 (Q1)
0.89 / 1.05
-0.99206.06% (+2.04)
Jan 25, 20242023 (Q4)
0.63 / 0.88
-0.56257.14% (+1.44)
Oct 26, 20232023 (Q3)
0.14 / 0.59
-0.12591.67% (+0.71)
Jul 27, 20232023 (Q2)
-0.24 / -0.53
-0.8638.37% (+0.33)
Apr 27, 20232023 (Q1)
-0.41 / -0.99
-0.41-141.46% (-0.58)
Jan 26, 20232022 (Q4)
-0.40 / -0.56
-0.04-1300.00% (-0.52)
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
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%
Apr 25, 2024$216.65$242.75+12.05%
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 Inc. (APPF) report earnings?
AppFolio Inc. (APPF) is schdueled to report earning on May 12, 2025, TBA Not Confirmed.
    What is AppFolio Inc. (APPF) earnings time?
    AppFolio Inc. (APPF) earnings time is at May 12, 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 (Q1) is 1.23.
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