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AppFolio (APPF) investor relations material
AppFolio AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with welcome remarks and introduction of key participants, including the board, CFO, and external auditor.
Stockholders were informed about the virtual format, participation procedures, and voting methods.
Agenda and meeting procedures were made available to attendees.
Board and executive committee updates
Election of Olivia Nottebohm and Saori Casey as Class II directors to serve until the 2029 annual meeting.
Shareholder proposals
Three proposals were presented: election of directors, ratification of the independent auditor, and advisory approval of executive compensation.
- Proxy covers director elections, auditor ratification, say-on-pay, and strong governance practices.APPF
Proxy filing29 Apr 2026 - Election of directors, auditor ratification, and executive pay approval are up for vote.APPF
Proxy filing28 Apr 2026 - Q1 2026 revenue up 20% to $262.2M; AI adoption, margin gains, and share repurchases boost outlook.APPF
Q1 202623 Apr 2026 - 2025 revenue guidance at $948M, with strong ARPU and margin growth from AI-driven innovation.APPF
Investor Update3 Feb 2026 - 2025 revenue up 20% to $951M; 2026 outlook targets $1.1B+ revenue and higher margins.APPF
Q4 20253 Feb 2026 - Q2 revenue up 34% to $197.4M, with strong margins and net income of $29.7M.APPF
Q2 20242 Feb 2026 - Q3 revenue up 24% to $206M, with strong margins, LiveEasy acquisition, and guidance raised.APPF
Q3 202418 Jan 2026 - Record 2024 revenue and margin growth, with 17% revenue growth forecast for 2025.APPF
Q4 20249 Jan 2026 - Revenue up 16% to $218M, $31.4M net income, and $300M buyback program launched.APPF
Q1 202527 Dec 2025
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