earnings
confidence high
sentiment positive
materiality 0.75
AppFolio Q2 revenue $236M (+19% YoY); CFO Tim Eaton appointed
APPFOLIO INC
2025-Q2 EPS reported
$1.85
revenue$453,277,000
- Revenue grew 19% YoY to $236M; total units under management up 6% to 8.9M.
- GAAP operating income $41M (17.2% of revenue); non-GAAP operating income $62M (26.2% of revenue).
- FY2025 revenue guidance $935-945M; non-GAAP op margin 24.5-26.5%.
- 96% of customers used at least one AI-powered solution, driving premium tier adoption.
- Tim Eaton named permanent CFO effective July 30, 2025; previously interim CFO since October 2024.
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