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Mar 31, 2025
Appfolio Q1 2025 Earnings Report
AppFolio reported strong revenue and customer growth in the first quarter of 2025, driven by strategic product innovation and partnerships.
Key Takeaways
AppFolio delivered solid Q1 results with revenue of $217.7 million and GAAP EPS of $0.86. Non-GAAP EPS came in at $1.21. The company highlighted customer expansion through enhanced resident-focused services powered by new partnerships.
Revenue by Segment
Forward Guidance
AppFolio expects continued revenue growth in fiscal year 2025, supported by a strong margin outlook and recent strategic moves.
Positive Outlook
- Full year revenue guidance between $920M and $940M
- Expected non-GAAP operating margin of 24.5% to 26.5%
- Ongoing product innovation and customer growth
- New strategic partnerships enhancing service offerings
- Share repurchase program authorized at $300M
Challenges Ahead
- Lower cash flow from operations compared to prior year
- GAAP operating margin declined from Q1 2024
- Revenue growth slower than some peers
- Stock-based compensation remains high
- Macroeconomic uncertainty may affect customer demand
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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