Appfolio Stock Price, News & Analysis

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.

AppFolio (NASDAQ: APPF) has scheduled its first quarter 2025 financial results announcement for Thursday, April 24, 2025, after U.S. financial markets 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.

A live webcast will be available, and investors can access the call via phone through a registration link. A replay of the webcast will be accessible for a time on AppFolio's Investor Relations website. The company also reminded investors to monitor their Investor Relations website for material nonpublic information disclosures in compliance with Regulation FD.

AppFolio (NASDAQ: APPF) reported strong Q4 and fiscal year 2024 results, with Q4 revenue growing 19% year-over-year to $204 million and total units under management increasing 6% to 8.7 million. Q4 GAAP operating income was $23 million (11.3% of revenue), compared to $28 million in Q4 2023.

For fiscal year 2024, revenue grew 28% to $794 million, with GAAP operating income reaching $136 million (17.1% of revenue). The company's outlook for 2025 projects revenue between $920-940 million and non-GAAP operating margin between 24.5-26.5%.

The company highlighted its continued investments in AI and resident experience, which are driving customer outcomes and growth. Cash flow performance remained strong with Q4 operating cash flow at $37 million and full-year operating cash flow at $188 million.