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Dec 31, 2024

Appfolio Q4 2024 Earnings Report

Appfolio's Q4 2024 performance showed revenue growth and strategic investments in AI and resident experience.

Key Takeaways

AppFolio reported a 19% year-over-year increase in revenue, reaching $204 million for Q4 2024. Total units under management grew by 6% to 8.7 million. GAAP operating income was $23 million, while non-GAAP operating income was $41 million. The company's focus on innovation and customer value contributed to its strong performance.

Revenue increased by 19% year-over-year, reaching $204 million.

Total units under management grew by 6% year-over-year to 8.7 million.

GAAP operating income was $23 million, representing 11.3% of revenue.

Non-GAAP operating income was $41 million, accounting for 20.2% of revenue.

Total Revenue
$204M
Previous year: $172M
+18.5%
EPS
$0.92
Previous year: $0.88
+4.5%
Gross Profit
$122M
Previous year: $111M
+10.5%
Cash and Equivalents
$42.5M
Previous year: $49.5M
-14.1%
Free Cash Flow
$39.5M
Previous year: $34.3M
+15.3%
Total Assets
$627M
Previous year: $409M
+53.3%

Appfolio

Appfolio

Forward Guidance

AppFolio anticipates full year revenue to be in the range of $920 million to $940 million and a non-GAAP operating margin between 24.5% and 26.5% for fiscal year 2025.

Positive Outlook

  • Full year revenue is expected to be in the range of $920 million to $940 million.
  • Full year non-GAAP operating margin as a percentage of revenue is expected to be in the range of 24.5% to 26.5%.
  • Diluted weighted average shares outstanding are expected to be approximately 37 million for the full year.
  • Company continues to deliver value to our customers through differentiated industry-leading innovation
  • Investments in AI and the resident experience are translating into meaningful outcomes for our customers

Challenges Ahead

  • Forward-looking statements are subject to risks and uncertainties.
  • Actual results may differ materially from expectations.
  • Factors described in the company's filings with the SEC could affect future performance.
  • Company undertakes no obligation to update any forward-looking statements
  • Certain items that impact guidance measures are uncertain, out of our control, or cannot be reasonably predicted