Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number 001-37468 AppFolio, Inc. (Exact name of registrant as specified in its charter) Delaware 26-03598 ...

AppFolio, Inc. (NASDAQ:APPF) Q4 2019 Earnings Conference Call March 3, 2020 4:30 PM ET Company Representatives Jason Randall - President, Chief Executive Officer Ida Kane - Chief Financial Officer Erica Abrams - Head Investor Relations Conference Call Participants Operator Thank you for joining us today. Welcome to the AppFolio, Fourth Quarter and Fiscal Year 2019 Financial Results Conference Call. I would now like to turn the call over to Erica Abrams. Thank you. Erica Abrams Thank you, Christine. Good aft ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________ _________________ _________________ _________________ FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-37468 AppFolio, Inc. (Exact name of registrant as specified in its charter) ...

AppFolio, Inc. (NASDAQ:APPF) Q3 2019 Earnings Conference Call October 28, 2019 4:30 PM ET Company Participants Erica Abrams - Head Investor Relations Jason Randall - President & Chief Executive Officer Ida Kane - Chief Financial Officer Conference Call Participants Operator Thank you for joining us today. Welcome to the AppFolio Third Quarter 2019 Financial Results Conference Call. I would now like to turn the call over to Erica Abrams. Thank you. Erica Abrams Thank you, Christine. Good afternoon, ladies an ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number 001-37468 AppFolio, Inc. (Exact name of registrant as specified in its charter) Delaware 26-0 ...

AppFolio, Inc. (NASDAQ:APPF) Q2 2019 Earnings Conference Call July 29, 2019 4:30 PM ET Company Participants Erica Abrams - Head, Investor Relations Jason Randall - President & Chief Executive Officer Ida Kane - Chief Financial Officer Conference Call Participants Operator Good afternoon. My name is Christine, and I'll be your conference operator today. At this time, I would like to welcome everyone to the AppFolio, Inc. Announces Second Quarter 2019 Financial Results Conference Call. All lines have been pla ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number 001-37468 AppFolio, Inc. (Exact name of registrant as specified in its charter) Delaware 26-035989 ...

AppFolio, Inc. (NASDAQ:APPF) Q1 2019 Earnings Conference Call May 2, 2019 4:30 PM ET Company Participants Erica Abrams – Co-Founder and Managing Director Ida Kane – Chief Financial Officer Jason Randall – Chief Executive Officer Conference Call Participants Operator Good afternoon. My name is Kelly, and I will be your conference operator today. At this time, I'd like to welcome everyone to the AppFolio First Quarter of 2019 Financial Results Conference Call. All lines have been placed on mute to prevent any ...

Table of Contents Emerging growth company o UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019. o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number 001-37468 AppFolio, Inc. (Exact name of registrant as specified in its ...

Financial Data and Key Metrics Changes - For fiscal year 2018, total revenue reached $190.1 million, a 32% increase year-over-year, with GAAP net income of $20 million or $0.56 per diluted share compared to $9.7 million and $0.28 per diluted share in fiscal 2017 [5][14] - In Q4 2018, total revenue was $50.4 million, representing a 33% increase year-over-year, with GAAP net income of $2.6 million or $0.07 per diluted share [8][14] - The company ended the fiscal year with approximately $102 million in cash and cash equivalents, and $48.6 million of long-term debt [11] Business Line Data and Key Metrics Changes - Core Solutions revenue in Q4 was $19.4 million, a 26% increase year-over-year, driven by a 20% increase in property manager units under management and an 11% increase in the number of property manager customers [8] - Value+ services revenue in Q4 was $28.8 million, a 38% increase year-over-year, with growth primarily from increased usage of electronic payments, screening, and insurance services [9] Market Data and Key Metrics Changes - The company had approximately 13,050 real estate property manager customers managing 3.91 million units, up from 11,700 customers and 3.25 million units a year ago [6] - In the legal vertical, customer count increased 10% year-over-year to approximately 10,300, with annual dollar-based net expansion of 116% for property manager customers and 113% for law firm customers [7] Company Strategy and Development Direction - The company aims to invest in growth opportunities, including expanded product offerings and new Value+ services, particularly in utility management and artificial intelligence [15][20] - The acquisition of WegoWise and Dynasty Marketplace is intended to enhance the company's capabilities in utility analytics and AI solutions for the real estate market [12][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver great software and services, emphasizing a commitment to customer experience and technological innovation [16][23] - For 2019, the company expects full-year revenue in the range of $250 million to $255 million, representing a year-over-year growth of 33% at the midpoint [14] Other Important Information - The company authorized a $100 million share repurchase program, allowing for repurchases at prices below intrinsic value [13] - The company received several awards for its corporate culture, including recognition from Fortune for being a great workplace for women and diversity [22] Q&A Session Summary - No specific questions or answers were recorded in the provided content, indicating the end of the Q&A session [24]