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Compared to Estimates, AppFolio (APPF) Q1 Earnings: A Look at Key Metrics
APPFAppFolio(APPF) ZACKS·2025-04-24 23:35

Core Insights - AppFolio reported revenue of 217.7millionforQ12025,ayearoveryearincreaseof16.2217.7 million for Q1 2025, a year-over-year increase of 16.2% [1] - The company's EPS for the same period was 1.21, up from 1.05ayearago[1]RevenuefellshortoftheZacksConsensusEstimateof1.05 a year ago [1] - Revenue fell short of the Zacks Consensus Estimate of 221.56 million, resulting in a surprise of -1.74% [1] - EPS also missed the consensus estimate of 1.22,withasurpriseof0.821.22, with a surprise of -0.82% [1] Revenue Breakdown - Revenue from Other services was 3.48 million, exceeding the average estimate of 2.57millionbythreeanalysts,representingayearoveryearchangeof+59.82.57 million by three analysts, representing a year-over-year change of +59.8% [4] - Revenue from Value Added Services was 164.71 million, slightly below the estimated 169.47million,reflectingayearoveryearincreaseof+15.7169.47 million, reflecting a year-over-year increase of +15.7% [4] - Revenue from Core Solutions was 49.51 million, marginally above the average estimate of $49.41 million, showing a year-over-year change of +15.4% [4] Stock Performance - AppFolio shares returned +0.1% over the past month, contrasting with the Zacks S&P 500 composite's -5.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]