Appfolio Stock Price, News & Analysis

AppFolio (NASDAQ: APPF) reported third quarter 2025 results for the period ended September 30, 2025: revenue $249M (+21% YoY), units under management 9.1M (+7% YoY). GAAP operating income was $35M (14.1% of revenue) versus $43M (20.7%) in Q3 2024. Non-GAAP operating income was $59M (23.5% of revenue), unchanged in dollars but lower in margin from 28.7% a year ago. Net cash provided by operating activities was $86M (34.5% of revenue) versus $58M (28.1%) in Q3 2024.

Full‑year 2025 outlook: revenue $945M–$950M, non‑GAAP operating margin 23.5%–24.5%, and diluted weighted average shares ~36M. The company will host a conference call today, October 30, 2025.

AppFolio (NASDAQ:APPF) announced the winners of its 2025 FUTUREist Awards on October 20, 2025 at FUTURE: The Real Estate Conference by AppFolio.

The program recognizes customers for leadership, equitable housing work, and community impact and includes a $75,000 donation to winners' charities of choice. 2025 winners: Community FUTUREist Fairlawn (runners-up RentRight, DLP Capital); Housing FUTUREist Atlas Real Estate (runners-up GSF Properties, The Stonekey Group) — Atlas reported 1,500+ volunteer hours and helped 200+ residents toward homeownership in 2025; Leadership FUTUREist Enclave Companies (runners-up Evernest, Prosper Communities).

The awards highlight resident-centered community initiatives and invite customers to join the 2026 interest list.

AppFolio (NASDAQ: APPF) will report third quarter 2025 financial results after U.S. market close on Thursday, October 30, 2025.

The company will host a conference call on October 30, 2025 at 5:00 p.m. ET to discuss results and outlook. A live webcast is available at https://edge.media-server.com/mmc/p/ksw66h7s/ and phone access requires registration at https://register-conf.media-server.com/register/BIea6cb65f31dc40be9de34783fcefbaf4. A replay will be posted for a limited time on AppFolio’s Investor Relations site at https://ir.appfolioinc.com/news-events/events.

AppFolio says it uses its Investor Relations website to disclose material nonpublic information and encourages investors to monitor that site along with SEC filings and public webcasts.

AppFolio (NASDAQ:APPF) on October 14, 2025 introduced Real Estate Performance Management and the AppFolio Performance Platform, an AI-native system that ties together a system of record, action, and growth to shift property management from task efficiency to measurable performance.

At FUTURE: The Real Estate Conference AppFolio unveiled Realm-X Performers including Leasing, Maintenance, and Resident Messenger Performers, and reported user outcomes: vacancies filled 5.2 days faster, renewals +20% with NOI +2.8%, 1.2-day faster unit turns, and 12.5 hours/week saved. A webinar on highlights is scheduled for Oct 30, 2025 at 11 a.m. PT / 2 p.m. ET.

AppFolio (NASDAQ:APPF), a leading real estate technology company, has achieved significant recognition by being named to Fortune's 2025 Future 50 and Best Workplaces in Technology™ lists. The Future 50 ranking, developed with Boston Consulting Group, evaluates companies based on growth potential and delivery capacity.

The company has garnered multiple accolades in 2025, including recognition from Forbes as one of America's Best Midsize Employers and Most Trusted Companies. Additionally, AppFolio received a 2025 Artificial Intelligence Excellence Award for its Realm-X platform in Natural Language Processing.

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.