APPF APPFOLIO INC

CIK 0001433195 20 ready 8-Ks latest April 23, 2026, 7:59 PM ET RSS · JSON

Activity: QUIET 0 filings / 30d vs 1 baseline

Ready 8-Ks 20

Latest filing April 23, 2026, 7:59 PM ET

Top materiality 0.80

Event mix earnings ×9 · leadership ×5 · other ×3

Sentiment 9 pos · 0 neg · 11 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for APPF

Highest-materiality recent filing

AppFolio Q4 revenue $204M (+19% YoY); FY 2024 revenue $794M (+28%); guides FY 2025 $920M-$940M

January 30, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 5.02 item 9.01 ◈ executive_change

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.

Read filing →

April 23, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

AppFolio Q1 revenue $262M (+20% YoY); GAAP operating income up 50%; raises FY2026 guidance

Revenue grew 20% YoY to $262M; GAAP operating income rose 50% to $51M (19.4% margin).
January 29, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

AppFolio Q4 revenue up 22% YoY to $248M; units grow 8% to 9.4M

GAAP operating income $44M (17.6% of rev) vs $23M (11.3%) in Q4 2024.
October 30, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 5.02 item 9.01

AppFolio Q3 revenue up 21% to $249M; GAAP operating income down to $35M; Chief Trust Officer to depart

Revenue $249M (+21% YoY); total units under management 9.1M (+7% YoY).
July 31, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

AppFolio Q2 revenue $236M (+19% YoY); CFO Tim Eaton appointed

Revenue grew 19% YoY to $236M; total units under management up 6% to 8.9M.
April 24, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

AppFolio Q1 revenue up 16% to $218M; announces $300M buyback

Revenue of $218M (+16% YoY); GAAP operating income $34M (15.5% margin) flat vs $34M (18.2%) last year.
January 30, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 5.02 item 9.01 ◈ executive_change

AppFolio Q4 revenue $204M (+19% YoY); FY 2024 revenue $794M (+28%); guides FY 2025 $920M-$940M

Q4 2024 revenue $204M (+19% YoY); GAAP operating income $23M (11.3% margin); non-GAAP operating income $41M (20.2% margin).
October 24, 2024, 7:59 PM ET earnings materiality 0.80 positive item 1.01 item 2.02 item 5.02 item 9.01 ◈ executive_change ×2

AppFolio Q3 revenue $206M (+24% YoY); acquires LiveEasy for $80M; CFO departs

Revenue $206M (+24% YoY); GAAP operating income $43M (20.7% of revenue) vs operating loss in Q3 2023.
July 25, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

AppFolio Q2 revenue up 34% to $197.4M; GAAP operating income $36M vs loss YoY

Revenue of $197.4M, +34% YoY; total units under management of 8.4M (+9% YoY).
April 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

AppFolio Q1 revenue up 38% to $187.4M; swings to GAAP operating income of $34.1M

Revenue $187.4M (+38% YoY); total units under management 8.3M (+11%).

Executive changes

Appointed

Robert Donald Casey III

Class II Director

APPF · APPFOLIO INC

Effective: 2025-04-03
Filed: April 9, 2025, 7:59 PM ET

elected Robert Donald Casey III to the Board as a Class II Director effective immediately

Appointed (interim)

Tim Eaton

interim Principal Accounting Officer

APPF · APPFOLIO INC

Effective: 2025-01-29
Filed: January 30, 2025, 6:59 PM ET

On January 29, 2025, the Board of Directors of the Company appointed Tim Eaton as the Company’s interim Principal Accounting Officer.

Departed

Fay Sien Goon

Chief Financial Officer

APPF · APPFOLIO INC

Effective: 2024-10-25
Successor: Tim Eaton
Filed: October 24, 2024, 7:59 PM ET

On October 23, 2024, Fay Sien Goon, the Chief Financial Officer of the Company (who also serves as the Company’s principal financial officer and principal accounting officer), notified the Company’s Board of Directors (the “Board”) of her plans to depart the Company as of October 25, 2024 (the “Separation Date”).

Appointed (interim)

Tim Eaton

Chief Financial Officer

APPF · APPFOLIO INC

Effective: 2024-10-25
Filed: October 24, 2024, 7:59 PM ET

the Board, on October 23, 2024, appointed Tim Eaton as the Company’ interim Chief Financial Officer (and principal financial officer) effective as of the Separation Date.

Earnings & guidance

2026-Q1 EPS reported $1.18 filing →

Materiality & sentiment trend

Max materiality 0.80 · Median 0.55 · Most common event earnings

9 positive 0 negative 11 neutral

source · APPF on sec.gov