APPF · Appfolio Inc
$204.21
+0.24 (+0.12%)
At close · Aug 14
Market Cap
$7.18B
Shares
35.42M
Appfolio Inc Earnings Call Transcripts
Every quarterly earnings call for Appfolio Inc (APPF) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲30.6%
$125.08M
−$4.16M
'22 Q3
22-10-27
▲29.8%
$124.06M
−$19.70M
'22 Q4
23-01-26
▲29.3%
$136.10M
−$35.11M
'23 Q1
23-04-27
▲25.2%
$147.07M
−$18.90M
'23 Q2
23-07-27
▲32.3%
$165.44M
$26.45M
'23 Q3
23-10-26
▲38.5%
$171.83M
$30.27M
'23 Q4
24-01-25
▲37.7%
$187.43M
$38.66M
'24 Q1
24-04-25
▲34.2%
$197.38M
$29.66M
'24 Q2
24-07-25
▲24.4%
$205.73M
$33.01M
'24 Q3
24-10-24
▲18.5%
$203.66M
$102.73M
'24 Q4
25-01-30
▲16.2%
$217.70M
$31.38M
'25 Q1
25-04-24
▲19.4%
$235.57M
$35.98M
'25 Q2
25-07-31
▲21.2%
$249.35M
$33.65M
'25 Q3
25-11-18
▲21.9%
$248.19M
$39.91M
'25 Q4
26-01-29
▲20.4%
$262.21M
$42.42M
'26 Q1
26-04-23
LATEST
▲19.3%
$281.12M
$41.54M
'26 Q2
26-07-23
Earnings call
FY26 · Q2
2026-07-23
AppFolio Q2 2026 Earnings Conference Call
Confident tone
Premium Tier Adoption (Plus / Max)
Revenue & Financial Performance
Customer Consolidation / RPM Vision
Revenue
$281.12M
▲ 19.3% YoY Diluted EPS
$1.17
▲ 18.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-23
Appfolio Inc Q1 FY2026 Earnings Call
Confident tone
Units and Customer Growth
Revenue and Financial Performance
Real Estate Performance Management (RPM)
Revenue
$262.21M
▲ 20.4% YoY Diluted EPS
$1.18
▲ 37.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-29
Appfolio Inc Q4 FY2025 Earnings Call
Confident tone
Revenue and Financial Performance
Units and Customer Growth
AI and RealmX Performers
Revenue
$248.19M*
▲ 21.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-18
Appfolio Inc Q3 FY2025 Earnings Call
Confident tone
Customer and unit growth
Revenue and financial results
Operating margin and cost pressures
Revenue
$249.35M
▲ 21.2% YoY Diluted EPS
$0.93
▲ 3.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Appfolio Inc Q2 FY2025 Earnings Call
Confident tone
Customer Wins and Retention
Revenue Growth and Financial Performance
AI / Realm-X Platform
Revenue
$235.57M
▲ 19.4% YoY Diluted EPS
$0.99
▲ 22.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
Appfolio Inc Q1 FY2025 Earnings Call
Confident tone
Revenue and customer growth
AI-powered Realm/Realmex suite
Resident experience and partnerships
Revenue
$217.70M
▲ 16.2% YoY Diluted EPS
$0.86
▼ 18.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
Appfolio Inc Q4 FY2024 Earnings Call
Confident tone
Customer growth and premium plan adoption
FUTURE conference and industry leadership
AI innovation and Realm-X adoption
Revenue
$203.66M*
▲ 18.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
Appfolio Inc Q3 FY2024 Earnings Call
Confident tone
Financial Performance and Profitability
FolioSpace and Resident Experience
Guidance and Seasonal Outlook
Revenue
$205.73M
▲ 24.4% YoY Diluted EPS
$0.90
▲ 25% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Appfolio Inc Q2 FY2024 Earnings Call
Confident tone
Customer adoption and platform metrics
Revenue and profitability growth
Realm-X generative AI product
Revenue
$197.38M
▲ 34.2% YoY Diluted EPS
$0.81
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Appfolio Inc Q1 FY2024 Earnings Call
Confident tone
AI-driven product innovation and onboarding
Margin and profitability expansion
Upmarket expansion via Property Manager Max
Revenue
$187.43M
▲ 37.7% YoY Diluted EPS
$1.05
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-25
Appfolio Inc Q4 FY2023 Earnings Call
Confident tone
Operational efficiency and profitability
Value-added services and payments
Upmarket and property manager tiers
Revenue
$171.83M*
▲ 38.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Appfolio Inc Q3 FY2023 Earnings Call
Revenue
$165.44M
▲ 32.3% YoY Diluted EPS
$0.72
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Appfolio Inc Q2 FY2023 Earnings Call
Revenue
$147.07M
▲ 25.2% YoY Diluted EPS
$-0.53
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Appfolio Inc Q1 FY2023 Earnings Call
Revenue
$136.10M
▲ 29.3% YoY Diluted EPS
$-0.99
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-26
Appfolio Inc Q4 FY2022 Earnings Call
Revenue
$124.06M*
▲ 29.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Appfolio Inc Q3 FY2022 Earnings Call
Revenue
$125.08M
▲ 30.6% YoY Diluted EPS
$-0.12
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Appfolio Inc Q2 FY2022 Earnings Call
Revenue
$117.45M
▲ 31.9% YoY Diluted EPS
$-0.86
▼ 1533.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
Appfolio Inc Q1 FY2022 Earnings Call
Revenue
$105.30M
▲ 33.4% YoY Diluted EPS
$-0.41
▼ 4200% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-28
Appfolio Inc Q4 FY2021 Earnings Call
Revenue
$95.60M*
▲ 32% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-08
Appfolio Inc Q3 FY2021 Earnings Call
Revenue
$95.81M
▲ 13.9% YoY Diluted EPS
$0.00
▼ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-09
Appfolio Inc Q2 FY2021 Earnings Call
Revenue
$89.04M
▲ 9.9% YoY Diluted EPS
$0.06
▼ 88.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-10
Appfolio Inc Q1 FY2021 Earnings Call
Revenue
$78.92M
▲ 8.9% YoY Diluted EPS
$0.01
▼ 83.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-01
Appfolio Inc Q4 FY2020 Earnings Call
Revenue
$72.43M*
▲ 7.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-09
Appfolio Inc Q3 FY2020 Earnings Call
Revenue
$84.09M
▲ 23.8% YoY Diluted EPS
$3.86
▲ 2657.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Appfolio Inc Q2 FY2020 Earnings Call
Revenue
$81.04M
▲ 27.4% YoY Diluted EPS
$0.54
▼ 16.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-04
Appfolio Inc Q1 FY2020 Earnings Call
Revenue
$72.50M
▲ 27% YoY Diluted EPS
$0.06
▼ 45.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-02
Appfolio Inc Q4 FY2019 Earnings Call
Revenue
$67.36M*
▲ 33.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1433195
CUSIP
03783C100
13F (30d)
362 filings
361 filers
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