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.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

AppFolio (APPF) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to loss of $0.01 per share a year ago.

AppFolio (APPF) Q1 Earnings and Revenues Top Estimates

SANTA BARBARA, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) ("AppFolio" or the "Company"), a technology leader powering the future of the real estate industry, today announced its financial results for the first quarter ended March 31, 2024.

AppFolio, Inc. Announces First Quarter 2024 Financial Results

Alphabet

Opera Ltd - ADR

Snap

Atlassian

VeriSign

Here, we take a sneak peek into how these internet stocks - OPRA, SNAP, GOOGL, VRSN, APPF and TEAM - are poised ahead of their earnings releases.

Watch These 6 Internet Stocks for Q1 Earnings: Beat or Miss?

While a strong demand environment, targeted marketing efforts and a focus on product enhancement are likely to have boosted AppFolio's (APPF) Q1 revenues, efforts to enhance operational efficiency may have aided profit growth.

AppFolio (APPF) to Report Q1 Earnings: What's in the Offing?

Akamai Technologies

Aspen Technology Inc

Confluent

Check Point Software Technologies

Amdocs

Enphase Energy

First Solar

Samsara

Gartner

Palo Alto Networks

SolarEdge Technologies

Trimble

Twilio

Ubiquiti Inc

Should shares of artificial-intelligence bellwether Nvidia slip, researchers suggest First Solar and Check Point Software as offering diversification with exposure to growth.

If Nvidia Stock Slips, These 15 Tech Stocks May Be Good Hedges

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

Has AppFolio (APPF) Outpaced Other Computer and Technology Stocks This Year?

AppFolio will join the S&P MidCap 400 Index in early April. Investors should focus on fundamentals like growth and profitability.

Why AppFolio Stock Jumped on Tuesday

SANTA BARBARA, Calif., March 07, 2024 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ:APPF), the technology leader powering the future of the real estate industry, has seen rapid adoption of the newest tier in its product line-up, AppFolio Property Manager Max, since its launch at the beginning of 2024.

AppFolio Sees Strong Demand for New Plan Designed for Large Property Management Operations

AppFolio, a debt-free real estate technology firm, is impressively priced with clean GAAP profits and a promising outlook for non-GAAP operating profits reaching $200 million in the next twelve months. AppFolio's Q4 performance showcased a substantial improvement in non-GAAP operating income margins to 24.3%, reflecting its ability to achieve mid-10s% GAAP profitability while maintaining premium growth. With a valuation at approximately 42x forward non-GAAP operating profits, coupled with a robust 28% CAGR on the top line, AppFolio stock presents a compelling investment opportunity in the real estate.

AppFolio: GAAP Profitable And Growing At High 20s% CAGR

SANTA BARBARA, Calif., Feb. 15, 2024 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF), the technology leader powering the future of the real estate industry, today released its second annual AppFolio Property Manager Benchmark Report , offering insights into the industry's strategies and priorities for 2024.

AppFolio's Second Annual Property Manager Benchmark Report Reflects Changing Dynamics of 2024 Real Estate Market

Celsius Holdings

On Holding AG

As we enter 2024, the market is fully valued with the SPDR S&P 500 ETF Trust (NYSEARCA: SPY ) at high trailing earnings. Thus, identifying growth opportunities becomes increasingly compelling.

Rising Stars: 3 Under-the-Radar Stocks Set for Mind-Blowing Growth in 2024

AppFolio (APPF) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Why You Shouldn't Bet Against AppFolio (APPF) Stock

AppFolio's growth rate surged above expectations in Q4 and its profit margins expanded considerably. The stock might be getting a little expensive based on management's guidance for 2024.

Why AppFolio Stock Rocketed to a New All-Time High Today

AppFolio, Inc. (APPF) Q4 2023 Earnings Call Transcript

While the top- and bottom-line numbers for AppFolio (APPF) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

AppFolio (APPF) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

AppFolio (APPF) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to loss of $0.05 per share a year ago.

AppFolio (APPF) Q4 Earnings and Revenues Top Estimates

SANTA BARBARA, Calif., Jan. 25, 2024 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) ("AppFolio" or the "Company"), a technology leader powering the future of the real estate industry, today announced its financial results for the fourth quarter and fiscal year ended December 31, 2023.

AppFolio, Inc. Announces Fourth Quarter and Fiscal Year 2023 Financial Results

AppFolio is expected to grow by +25% CAGR in 2024, propelled by robust free cash flows, a debt-free status, and a substantial $190 million cash reserve. AppFolio faces near-term challenges, including a recent 9% team downsizing and a concerning deceleration in total units served adoption, suggesting potential reliance on price increases for revenue growth. Despite challenges, AppFolio's financials remain strong, featuring improving free cash flow margins expected to reach around 18% in 2024.

AppFolio's Financial Resilience: Robust Free Cash Flows And Debt-Free Status

AppFolio (APPF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will AppFolio (APPF) Beat Estimates Again in Its Next Earnings Report?

AppFolio (APPF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AppFolio (APPF) Earnings Expected to Grow: Should You Buy?

SANTA BARBARA, Calif., Jan. 11, 2024 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) today announced that it will report its fourth quarter and year ended 2023 financial results after the close of the U.S. financial markets on Thursday, January 25, 2024.

AppFolio, Inc. Announces Date of Fourth Quarter and Year End 2023 Financial Results Conference Call

AppFolio (APPF) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Strength Seen in AppFolio (APPF): Can Its 3.9% Jump Turn into More Strength?

Basic materials and industrial sectors offer compelling risk-reward calculus in the next 12 months. AppFolio provides access to the real estate market at a differentiated point of the value chain. APPF has strong growth potential, with steady revenue growth and high capital turnover.

AppFolio: Exposure To Real Estate Without Capital-Hungry Growth

Manhattan Associates

Peraso

Empatan PLC

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

Top 4 Tech Stocks You'll Regret Missing This Quarter - AppFolio (NASDAQ:APPF), Manhattan Associates (NASDAQ:MANH)

SANTA BARBARA, Calif., Dec. 07, 2023 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ:APPF), the technology leader powering the future of the real estate industry, today announced that it recently welcomed property management firm Advanced Management Company (AMC) to its growing roster of customers using AppFolio Property Manager Plus.

News for AppFolio Stock (APPF)