earnings
confidence high
sentiment positive
materiality 0.80
AppFolio Q4 revenue $204M (+19% YoY); FY 2024 revenue $794M (+28%); guides FY 2025 $920M-$940M
APPFOLIO INC
2024-FY EPS reported
$5.55
revenue$794,202,000
- Q4 2024 revenue $204M (+19% YoY); GAAP operating income $23M (11.3% margin); non-GAAP operating income $41M (20.2% margin).
- Full-year 2024 revenue $794M (+28% YoY); GAAP operating income $136M (17.1% margin) vs $1M in 2023.
- FY 2025 revenue guidance $920M-$940M; non-GAAP operating margin 24.5%-26.5%; diluted shares ~37M.
- Total units under management 8.7M (+6% YoY).
- Tim Eaton appointed interim Principal Accounting Officer (also interim CFO since Oct 2024).