Appfolio Stock Price, News & Analysis

AppFolio (NASDAQ:APPF) has announced its upcoming real estate conference, FUTURE 2025, scheduled for October 13-15, 2025, in San Diego, CA. The conference will feature notable speakers including actor Edward Norton and Peloton's Robin Arzón, alongside AppFolio's executive team.

The event will offer nearly 60 sessions led by 125 industry speakers, covering crucial topics such as generative AI, business intelligence, and customer experience. The conference includes the second annual FUTUREist Awards and is supported by multiple sponsors across Diamond, Platinum, Gold, and Silver tiers.

Attendees will gain insights into implementing agentic AI capabilities, explore property technology advancements through AppFolio Stack™ partners, and participate in hands-on training sessions.

AppFolio (NASDAQ:APPF) has appointed Tim Eaton as Chief Financial Officer, effective July 30, 2025. Eaton, who has been serving as Interim CFO since October 2024, brings extensive experience from his previous roles at the company since 2020, including Chief of Staff to the CEO.

Prior to AppFolio, Eaton held positions at Visa, Google, and Goldman Sachs. He holds an MBA from Wharton School, a BS from Brigham Young University, and is a CFA charterholder. CEO Shane Trigg expressed confidence in Eaton's leadership capabilities to drive the company's growth in the real estate technology sector.

AppFolio (NASDAQ: APPF), a real estate technology leader, reported strong Q2 2025 financial results with revenue growing 19% year-over-year to $236 million. The company's total units under management increased 6% to 8.9 million, while GAAP operating income reached $41 million (17.2% of revenue).

Non-GAAP operating income rose to $62 million (26.2% of revenue), and operating cash flow was $53 million. The company highlighted that 96% of customers are using their AI-powered solutions. For fiscal year 2025, AppFolio projects revenue between $935-945 million and expects non-GAAP operating margin of 24.5-26.5%.

AppFolio (NASDAQ: APPF) has scheduled its second quarter 2025 financial results announcement for Thursday, July 31, 2025, after U.S. market close. The company will host a conference call at 5:00 p.m. Eastern Time on the same day to discuss financial results and business outlook.

Investors can access the live webcast through the provided link, and a replay will be available on AppFolio's Investor Relations website. The company also reminded investors to monitor their Investor Relations website for material nonpublic information disclosures under Regulation FD.

AppFolio (NASDAQ:APPF), a real estate technology leader, has secured a significant partnership with Northpoint Asset Management, a property management company overseeing $5 billion in real estate assets and 8,000 units. Northpoint has selected AppFolio Property Manager Max, an enterprise-grade solution, to enhance its operational efficiency.

The partnership highlights Northpoint's adoption of AppFolio's AI-native product suite, AppFolio Realm, which includes the recently launched Realm-X Performers for workflow automation. The implementation aims to streamline operations, unify data, and deliver real-time insights to property owners while improving resident experiences.

AppFolio (NASDAQ:APPF) has unveiled Realm-X Performers, a groundbreaking advancement in its AI-native product suite at NAA Apartmentalize 2025. These AI agents are designed to automate complex property management workflows through agentic operations. The two key introductions are Realm-X Leasing Performer, which automates leasing processes including inquiry responses and showing schedules, and Realm-X Maintenance Performer, which handles maintenance requests through image-based diagnostics. Early results show significant efficiency gains, with users saving an average of 10 hours weekly on tasks and achieving 73% higher lead-to-showing conversion rates. The company also highlighted its FolioSpace resident interface and partnership with Second Nature as part of its AppFolio Stack ecosystem.

AppFolio's 2025 Renter Preferences Report, based on a survey of 2,000+ U.S. renters, reveals key insights about modern renter preferences. The study shows that residents who are satisfied with their property manager are 73% more likely to renew leases. Despite digital trends, 39% of renters still use traditional payment methods, with 59% reporting no online payment options. The report highlights that 86% of renters value online rent payment options, while 72% prioritize rent reporting and rewards programs. Moving challenges affect 75% of renters, yet only 30% have access to digital move-in tools. The study also reveals significant generational differences, with Gen Z projected to become the largest renter demographic by 2030. This generation shows stronger preferences for digital services, with 71% valuing digital move-in services and 77% prioritizing flexible rent options.

AppFolio (NASDAQ: APPF) reported Q1 2025 financial results, showing a 16% year-over-year revenue growth to $218 million. The company's total units under management increased 6% year-over-year to 8.8 million.

Key financial metrics include:

• GAAP operating income of $34 million (15.5% of revenue), compared to $34 million (18.2%) in Q1 2024
• Non-GAAP operating income of $53 million (24.3% of revenue), versus $48 million (25.7%) in Q1 2024
• Operating cash flow of $38 million (17.7% of revenue), down from $43 million (22.9%) in Q1 2024

The company announced FY2025 guidance with revenue expected between $920-940 million and non-GAAP operating margin of 24.5-26.5%. Additionally, the Board authorized a new $300 million share repurchase program, replacing the previous $100 million program.

AppFolio (NASDAQ:APPF) and Second Nature have announced a strategic partnership to enhance resident experience in real estate management. Through this collaboration, AppFolio customers will gain access to Second Nature's services within the AppFolio Stack™ partner ecosystem, including credit building, air filter delivery, pest control, rewards, and Group Rate Internet.

According to the upcoming AppFolio 2025 Renter Preferences Report, 71% of renters consider resident benefits important when evaluating rentals, yet only 42% currently have access to such benefits. This partnership follows AppFolio's recent collaboration with Zillow and complements their FolioSpace™ platform, which manages resident-property manager interactions. The integration also works alongside AppFolio Realm-X, which automates routine resident communications and administrative tasks.