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Stock impact report

AppFolio (APPF) Q1 2026 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]

AppFolio, Inc. - Class A (APPF) 
Last appfolio, inc. - class a earnings: 3/2 04:10 pm Check Earnings Report
Chief Financial Officer — Timothy Eaton Investor Relations — Lori Barker Need a quote from a Motley Fool analyst? Email pr@fool.com Takeaways Revenue -- $262 million, up 20% year over year and higher than the 16% growth achieved during the same period the prior year. GAAP operating income -- $51 million, a 50% year-over-year increase, representing 19.4% of revenue. Non-GAAP operating income -- $72 million, up 35% from the prior year, at 27.3% of revenue. Subscription services revenue -- $58 million, rising 18% year over year due to gains in new customers, total units managed, and upgrades to Plus and Max premium tiers. Value-added services revenue -- $201 million, growing 22% year over year, with increased adoption in FolioGuard, FolioScreen, online payments, Resident Onboarding Lift, and Realmex Performers. Units on platform -- 9.5 million managed units, an 8% increase from the previous year, consistent with seasonal trends. Customer count -- 22,520 customers at Show less Read more
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