Business
AppFolio provides cloud property-management software.
AppFolio grew revenue, remained profitable, generated positive free cash flow at a 16.1% operating margin. High growth, margins and free cash flow were accompanied by faster capital spending.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 19.7%OK
- Profitability — Net income declined 30.9% to $140.923M from $204.068MWatch
- Cash flow — Free cash flow grew 28.4% to $238.95M from $186.143MOK
- Margins — Operating margin contracted 100 bps to 16.08%Watch
- Accounting — High growth, margins and free cash flow were accompanied by faster capital spendingNote
- Insiders — 0 purchases and 29 salesWatch
Where the revenue comes from
Fiscal 2025, as APPFOLIO INC reports it. History and quarterly detail are in the app.
- Value Added Services$721.5M
- Subscription Services$211.5M
- Other$17.8M
Leadership changes
From APPFOLIO INC's own filings, the day they're filed.
- Andreas von Blottnitz · Directors · departureeff. 2026-06-29
- Saori Casey · director · appointmenteff. 2026-06-29
- Janet Kerr · Directors · departureeff. 2026-06-29
Latest filings
- 10-Q · Quarterly report2026-07-23
- 8-K · Company announcement2026-07-23
- 8-K · Company announcement2026-07-01
- 8-K · Company announcement2026-06-15
- DEF 14A · Annual proxy (pay & governance)2026-04-28
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about APPFOLIO INC, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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