Compared to Estimates, AppFolio (APPF) Q2 Earnings: A Look at Key Metrics

Core Insights - AppFolio reported revenue of $235.58 million for the quarter ended June 2025, reflecting a year-over-year increase of 19.4% [1] - The earnings per share (EPS) for the quarter was $1.38, up from $1.12 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $231.16 million by 1.91%, while the EPS surpassed the consensus estimate of $1.28 by 7.81% [1] Revenue Breakdown - Revenue from Other services was $2.96 million, compared to the average estimate of $3.5 million, marking a year-over-year increase of 70.8% [4] - Revenue from Value Added Services reached $180.15 million, exceeding the average estimate of $176.21 million, with a year-over-year growth of 18.8% [4] - Revenue from Core Solutions was $52.47 million, surpassing the average estimate of $50.84 million, representing a year-over-year increase of 19.2% [4] Stock Performance - AppFolio's shares have returned +11.4% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]