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AppFolio (APPF) investor relations material
AppFolio Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 revenue reached $236M, up 19% year-over-year, driven by premium AI-powered solutions, value-added services, and a 6% increase in units under management to 8.9M.
Net income for Q2 2025 was $36M, up from $29.7M in Q2 2024; diluted EPS was $0.99 compared to $0.81 year-over-year.
96% of customers used at least one AI-powered solution, highlighting strong platform engagement and measurable performance benefits.
Strategic partnerships, including a $75M investment in Second Nature, and platform innovation continue to drive differentiation.
Tim Eaton was appointed as permanent CFO effective July 30, 2025.
Financial highlights
Q2 2025 revenue: $236M, up 19% year-over-year; net income: $36M; diluted EPS: $0.99.
Core solutions revenue: $52.5M, up 19%; value-added services revenue: $180M, up 19%.
Non-GAAP operating margin: 26.2% vs. 26% last year; GAAP operating margin: 17.2% vs. 18.3%.
Ended Q2 with $128M in cash and investment securities.
Net cash from operations for the first half of 2025 was $91.1M.
Outlook and guidance
2025 annual revenue guidance raised to $935M–$945M, 18% growth at midpoint.
Non-GAAP operating margin expected between 24.5%–26.5%.
Diluted weighted average shares outstanding projected at 37M for the year.
Headcount growth to continue but at a slower rate than revenue.
Cost of revenue and operating expenses expected to remain flat as a percentage of revenue.
Explain the drivers behind Realm-X adoption.
How does AI usage benefit AppFolio customers?
Why can't AppFolio provide GAAP margin guidance?
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Q3 202523 Oct, 2025
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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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