AppFolio (APPF) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - AppFolio reported revenue of $203.66 million for the quarter ended December 2024, reflecting an 18.5% increase year-over-year [1] - The earnings per share (EPS) for the quarter was $0.92, up from $0.88 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $199.87 million by 1.90%, while the EPS met the consensus estimate [1] Revenue Breakdown - Revenue from Other services was $2.70 million, surpassing the average estimate of $2.09 million by three analysts, representing a 4.3% increase year-over-year [4] - Revenue from Value Added Services reached $153.33 million, exceeding the average estimate of $150.69 million, with a year-over-year change of 19.8% [4] - Revenue from Core Solutions was $47.63 million, slightly above the average estimate of $47.45 million, marking a 15.5% increase compared to the previous year [4] Stock Performance - AppFolio's shares returned 1.3% over the past month, compared to a 1.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]