AppFolio (APPF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - AppFolio reported revenue of $249.35 million for the quarter ended September 2025, reflecting a year-over-year increase of 21.2% [1] - The earnings per share (EPS) for the quarter was $1.31, slightly up from $1.30 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $245.62 million by 1.52%, while the EPS fell short of the consensus estimate of $1.45 by 9.66% [1] Revenue Breakdown - Revenue from Other services was $3.51 million, which is a 77.5% increase compared to the year-ago quarter, but below the estimated $3.83 million [4] - Revenue from Value Added Services reached $192.09 million, surpassing the average estimate of $187.54 million, marking a year-over-year growth of 21.8% [4] - Revenue from Core Solutions was $53.75 million, slightly below the estimated $54.06 million, but still showing a 16.8% increase compared to the previous year [4] Stock Performance - Over the past month, AppFolio's shares have returned -7%, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]