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AppFolio (APPF) investor relations material
AppFolio Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue reached $249.4 million, up 21% year-over-year, with non-GAAP operating margin at 23.5%.
Net income for Q3 2025 was $33.6 million, nearly flat year-over-year; diluted EPS was $0.93 GAAP and $1.31 non-GAAP.
Units under management grew 7% year-over-year to 9.1 million, reflecting strong new business and customer growth.
Strategic focus on AI-native architecture, value-added services, and real estate performance management to address industry challenges.
Customer and industry recognition for innovation and workplace culture.
Financial highlights
Core Solutions revenue was $54 million, up 17% year-over-year; Value-added services revenue grew 22% to $192 million.
Non-GAAP operating margin was 23.5%, down from 28.7% last year, impacted by a $13 million bonus accrual; excluding accrual, margin was approximately 29%.
GAAP operating income was $35 million (14.1% margin), down from $43 million (20.7% margin) in Q3 2024.
Net cash from operating activities rose to $86 million (34.5% of revenue), up from $58 million (28.1% of revenue) year-over-year.
Cash, cash equivalents, and investment securities totaled $200.1 million as of September 30, 2025.
Outlook and guidance
2025 annual revenue guidance raised to $945–$950 million, implying 19% growth at the midpoint.
Expected non-GAAP operating margin for 2025 is 23.5%–24.5%.
Diluted weighted average shares outstanding projected at 36 million for the year.
Cost of revenue as a percentage of revenue expected to remain elevated due to product mix and AI investments.
Cost of revenue, R&D, and G&A expected to remain relatively flat as a percentage of revenue; sales and marketing to slightly increase.
What drove the Q3 operating margin decline?
Rationale for Q3 share repurchase
How is Realm-X driving Value Added Services growth?
Impact of AI usage on data center spend?
Will bonus plan overattainment recur in 2026?
Quantify new revenue from system of growth.
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Status Update18 Nov, 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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