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AppFolio (APPF) investor relations material
AppFolio Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary18 Nov, 2025
Vision and strategy
Focused on powering the future of real estate through a unified, AI-native performance platform integrating system of record, action, and growth.
Strategy centers on growing units, revenue, and margin by advancing the AppFolio Performance Platform.
Emphasis on customer-centric innovation, operational discipline, and a culture of great people.
Targeting holistic value creation for property managers, residents, investors, and vendors.
Recognized for industry leadership, innovation, and workplace excellence through multiple awards.
Financial performance and guidance
Revenue guidance for 2025 is $948 million, doubling since 2022 with a 26% CAGR.
Non-GAAP operating margin improved from -1% in 2022 to a projected 24% in 2025.
Operating cash flow per share rose from $0.72 in 2022 to $4.87 YTD 2025.
RPU/ARPU increased from $66 to $103 since 2022, with premium tier adoption rising from 10% to 25%.
Units under management increased from 7.3M in 2022 to 9.1M YTD 2025, with an 8% CAGR.
Product innovation and differentiation
AppFolio Performance Platform integrates AI across workflows, data, and customer interactions.
RealmX suite (AI agents) automates tasks, enhances communications, and streamlines operations.
Stack marketplace enables deep partner integrations, supporting scalability and stickiness.
New features include multimodal AI for maintenance, resident onboarding, and value-added services.
Product-led growth and premium tiers drive customer expansion and higher RPU.
Monetization strategy for Agentic AI solutions?
How to accelerate upmarket unit acquisition?
Future gross margin trajectory drivers?
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Frequently asked questions
AppFolio is a leading provider of cloud business management solutions for the real estate industry. Their property management platform, AppFolio Property Manager, leverages process automation, easy to use interface, and the optimization of common workflows for their customers. Their platform also completes and records critical transactions in the system, giving their clients access to the data they need to run their businesses. AppFolio also offers AppFolio Property Manager Plus, which offers customizable workflows that allow customers to digitize their existing processes, performance insights, intelligent revenue management and integrations through selected partners and dedicated strategic account managers. AppFolio's investment management solution provides a platform for real estate investment management organizations to manage investor relationships through enhancing transparency and streamlining certain business processes.
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