AppFolio

AppFolio, Inc., provides industry-specific cloud-based business software solutions, services, and data analytics for the real estate industry. The firm offers AppFolio Property Manager, a property management solution designed to address the operational and business requirements of property management companies and their business ecosystems and AppFolio Investment Management, a cloud-based software solution for real estate investment managers of various sizes that provides tools and services designed to streamline their real estate investment management businesses. It also provides Value+ services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as artificial intelligence leasing assistant, tenant screening, electronic payment, utility management, maintenance contact center, tenant debt collection, and mailing services. The company was founded by Brian Donahoo, Klaus Schauser and Jonathan Walker in 2006 and is headquartered in Santa Barbara, CA.

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AppFolio reports robust Q4 earnings, focuses on innovation and growth

AppFolio's Q4 2022 performance reflects strong revenue growth and strategic focus on innovation and efficiency. The company's long-term strategy aims at solving customer problems innovatively and driving operational efficiency.
Despite challenges in capturing new revenue streams and balancing innovation with efficiency, AppFolio's emphasis on customer-centric solutions and expanding value-added services presents growth opportunities.
With a strong ecosystem through Stack partner integrations and a growing customer base, AppFolio is well-positioned to capitalize on the positive growth outlook in property management organizations.

AppFolio reports strong Q1 revenue growth, focuses on innovation

AppFolio's Q1 2023 performance reflects robust revenue growth, strategic focus on customer experience, and investments in AI-driven solutions, positioning the company for continued success.
With operational strengths in customer onboarding, workforce diversity, and financial resilience, AppFolio demonstrates a solid foundation for sustainable growth and market competitiveness.
While facing challenges in maintaining growth momentum and managing operational complexities, AppFolio has opportunities to innovate, expand market reach, and drive long-term value creation.

AppFolio reports robust Q2 earnings, eyes growth in AI solutions

AppFolio's Q2 performance reflects strong revenue growth, operational efficiency, and strategic investments in AI solutions and affordable housing management.
While facing challenges in a competitive market, the company's focus on innovation and profitability positions it well for future growth.
With a solid cash position, improved margins, and revised revenue guidance, AppFolio demonstrates resilience and adaptability in a dynamic industry landscape.

AppFolio reports robust Q3 earnings, focuses on real estate growth

AppFolio's Q3 performance reflects strong revenue growth, improved margins, and strategic focus on the real estate industry for profitable expansion.
Despite team size reduction, the company's customer base and financial metrics show resilience and potential for sustained growth.
Challenges lie in balancing operational efficiency, innovation, and market risks, while opportunities exist in technological advancements, revenue growth, and market diversification.

AppFolio reports robust Q4 growth, unveils AI interface, sets optimistic 2024 targets

AppFolio's Q4 performance reflects strong revenue growth and profitability, underpinned by a strategic focus on innovation, customer success, and operational efficiency. The company's 2024 guidance indicates a positive outlook for continued growth and financial strength. Challenges lie in maintaining market share and scaling effectively while opportunities exist in expanding revenue through new products and customer segments.

AppFolio excels in Q1, raises guidance on strong performance

AppFolio's Q1 performance showcased robust revenue growth and operational efficiency gains.
The company's strengths in innovation, customer focus, and margin improvement position it well for future growth.
Challenges lie in maintaining technological advancements, customer satisfaction, and operational efficiency amidst competition.
Opportunities abound in revenue expansion, margin enhancement, and differentiation through AI and customer-centric strategies.

AppFolio reports robust Q2 earnings driven by innovative solutions

AppFolio's Q2 performance reflects strong revenue growth and margin improvement, driven by innovative solutions like Realm-X.
The company's strategic focus on differentiation, customer success, and culture enhancement positions it well for future growth.
While facing challenges in sustaining growth and market competition, AppFolio has opportunities to expand its market reach and drive further innovation.

AppFolio reports robust Q3 earnings, eyes growth through innovation

AppFolio delivered strong financial results in Q3 2024, with revenue growth, margin expansion, and strategic acquisitions driving performance.
The company's focus on innovation, customer success, and market expansion positions it well for sustained growth and value creation.
While facing challenges in market competition and leadership transitions, AppFolio remains poised to capitalize on opportunities in technology and market expansion.

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AppFolio Realm-X saves property managers over 10 hours of work per week and transforms the resident experience AppFolio Realm-X saves property managers over 10 hours of work per week and transforms the resident experience

AppFolio Unleashes Realm-X AI Capabilities, Previews FolioSpace, and Unveils Cutting-Edge Property Management Solutions at FUTURE 2024

AppFolio (APPF) possesses solid growth attributes, which could help it handily outperform the market.

Here is Why Growth Investors Should Buy AppFolio (APPF) Now

I have started a ~3% position in AppFolio at $214.2/share. Management just guided 2024 revenue to be in the range of $786 to $790 Million. AppFolio is not optically cheap, neither is it trading at nosebleeding territory. But I think the near-term multiple can mask the attractiveness of the stock.

Why I Am Buying AppFolio

I maintain a buy rating for AppFolio due to its strong growth potential and favorable macroeconomic conditions supporting new home demand. AppFolio reported 24% y/y revenue growth in the latest quarter, driven by core solutions and value-added services, with expanding margins and strong operating leverage. The integration of LiveEasy and upcoming product enhancements, including AI-driven tools, position AppFolio to capture more market share and improve productivity.

AppFolio: Growth Outlook Remains Steady

AppFolio delivered tremendous Q3 results, beating Wall Street's expectations by a wide mile and also boosting its full-year outlook. Its latest outlook calls for 27% y/y growth in FY24 (versus 24-25% growth previously) driven by sales expansion, with a new Chief Revenue Officer enhancing its growth prospects. AppFolio's comprehensive platform, AI innovations, and secular tailwinds in the rental market position it as a high-quality, growth-oriented investment despite its premium valuation.

AppFolio: Capturing Tremendous Economies Of Scale

Incremental revenue is dropping straight to the bottom line.

Why AppFolio Stock Soared Today

While the top- and bottom-line numbers for AppFolio (APPF) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, AppFolio (APPF) Q3 Earnings: A Look at Key Metrics

AppFolio, Inc. (NASDAQ:APPF ) Q3 2024 Results Conference Call October 24, 2024 5:00 PM ET Company Participants Lori Barker - Investor Relations Shane Trigg - President & Chief Executive Officer Fay Sien Goon - Chief Financial Officer Operator Good afternoon. Thank you for standing by, and welcome to AppFolio Inc.'s Third Quarter 2024 Financial Results Conference Call.

AppFolio, Inc. (APPF) Q3 2024 Earnings Call Transcript

AppFolio (APPF) came out with quarterly earnings of $1.30 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.59 per share a year ago.

AppFolio (APPF) Q3 Earnings and Revenues Surpass Estimates

FolioSpace gives AppFolio property management customers new ways to deliver exceptional value and experiences to their residents

AppFolio Unveils FolioSpace™ to Transform the Resident Experience and Help Customers Build Thriving Communities, Acquires LiveEasy to Accelerate its Vision

In the closing of the recent trading day, AppFolio (APPF) stood at $226.53, denoting a +0.11% change from the preceding trading day.

AppFolio (APPF) Advances But Underperforms Market: Key Facts

AppFolio (APPF) concluded the recent trading session at $223.31, signifying a -1.68% move from its prior day's close.

AppFolio (APPF) Suffers a Larger Drop Than the General Market: Key Insights

The latest trading day saw AppFolio (APPF) settling at $235.40, representing a +0.37% change from its previous close.

AppFolio (APPF) Increases Yet Falls Behind Market: What Investors Need to Know

Real estate industry conference features more than 45 sessions led by 60 industry thought leaders to help real estate professionals feel confident in the future and inspired to better their business Real estate industry conference features more than 45 sessions led by 60 industry thought leaders to help real estate professionals feel confident in the future and inspired to better their business

AppFolio to Unveil Powerful New Real Estate Industry Insights and Innovations at 2024 FUTURE Conference

Here is how AppFolio (APPF) and HashiCorp, Inc. (HCP) have performed compared to their sector so far this year.

Are Computer and Technology Stocks Lagging AppFolio (APPF) This Year?

AppFolio (APPF) reachead $236.19 at the closing of the latest trading day, reflecting a +1.03% change compared to its last close.

AppFolio (APPF) Exceeds Market Returns: Some Facts to Consider

AppFolio (APPF) closed at $224.12 in the latest trading session, marking a +1.52% move from the prior day.

AppFolio (APPF) Rises Higher Than Market: Key Facts

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Should You Invest in AppFolio (APPF) Based on Bullish Wall Street Views?

AppFolio (APPF) reachead $228.28 at the closing of the latest trading day, reflecting a +0.75% change compared to its last close.

AppFolio (APPF) Ascends While Market Falls: Some Facts to Note

In the latest trading session, AppFolio (APPF) closed at $231.99, marking a -0.06% move from the previous day.

AppFolio (APPF) Stock Drops Despite Market Gains: Important Facts to Note

Transparent property listings, smart technology and effective communication are critical in attracting and retaining happy, long-term renters Transparent property listings, smart technology and effective communication are critical in attracting and retaining happy, long-term renters

New AppFolio Survey Finds Property Managers Must Innovate to Meet Modern Renter Expectations

Former Boomi and PayPal Sales and Services Leader Joins the AppFolio Executive Team Former Boomi and PayPal Sales and Services Leader Joins the AppFolio Executive Team

AppFolio Names Marcy Campbell as Chief Revenue Officer

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AppFolio shares have dropped ~20% after reporting Q2 results despite a strong beat-and-raise quarter. The company's outlook for the remainder of FY24 still looks conservative with plenty of deceleration baked in, creating an opportunity for upside surprises as the year goes on. AppFolio continues to move upmarket with more sophisticated product offerings for larger multifamily property managers.

AppFolio: Buy This Dip, Especially On The Back Of Strong Growth, FCF

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News for AppFolio Stock (APPF)