APPF Earnings Prediction
The chart below shows how APPF performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APPF sees a +2.60% change in stock price 10 days leading up to the earnings, and a +8.07% change 10 days following the report. On the earnings day itself, the stock moves by +0.81%. This data can give you a slight idea of what to expect for the next quarter's release.
APPF Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
203.66M
18.53%
-1.01%
Gross Margin
59.97%
-0.55%
-4.93%
Operating Margin
11.27%
-31.41%
-45.53%
Net Margin
100.20%
468.67%
524.69%
EPS
5.53
608.97%
514.44%
No Data Available
APPF Earnings Analysis
Appfolio Inc Corporation (APPF.O) Earnings Conference Call
Positive
Quarterly Revenue Surge: 4th quarter revenue grew 19% year over year to $204,000,000, resulting in a 28% annual increase to $794,000,000.
Operating Margin Improvement: Non GAAP operating margin during the 4th quarter was 20%, and for the full year, it more than doubled from 12% to 25%.
Core Solutions Revenue Growth: Core solutions revenue in the 4th quarter was $47,600,000, a 15% year over year increase driven by growth in new customers and total units under management.
Value Added Services Growth: Value added services revenue grew 20% year over year to $153,000,000 in the 4th quarter, with full year growth of 33%.
Free Cash Flow Expansion: Free cash flow margin expanded to 23% in 2024, a significant increase from 12% in 2023.
Negative
Operating Margin Decline: Non GAAP operating margin decreased to 20.2% in Q4 from 24.3% in the previous year, indicating a decline in operational efficiency.
Cost of Revenue Increase: Cost of revenue as a percentage of revenue increased to 37% in Q4 from 35% a year ago, primarily due to higher credit card adoption and reduced fees.
Rising Marketing Expense Ratio: Sales and marketing expenses as a percentage of revenue rose to 15% in Q4 from 12% in the previous year, reflecting increased investment without proportional revenue growth.
Free Cash Flow Decline: Free cash flow margin decreased to 17.3% in Q4 from 19.9% in the prior year, signaling a decline in cash generation efficiency.
Revenue Growth Projection: The guidance for 2025 revenue growth is projected at only 17%, a slowdown compared to the 28% growth achieved in 2024, indicating potential challenges ahead.
APPF FAQs
How does APPF typically perform around its earnings report dates?
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APPF Earning Call Sentiment
Earnings call transcript: AppFolio Q4 2024 misses EPS, stock drops
APPF.O
-2.05%Positive
The earnings call indicates strong financial growth with a 28% annual revenue increase and improved operating margins. The successful acquisition of LiveEasy and raised guidance for 2025 revenue and margins suggest positive future prospects. However, concerns about high interest rates and unclear responses on certain issues temper the outlook slightly. The lack of a share repurchase program is a neutral factor. Overall, the positive financial performance and optimistic guidance outweigh the risks, leading to a positive sentiment rating.
