AppFolio (APPF) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - AppFolio reported revenue of $248.19 million for the quarter ended December 2025, marking a year-over-year increase of 21.9% and exceeding the Zacks Consensus Estimate of $246.09 million by 0.86% [1] - The company's EPS for the same period was $1.39, compared to $0.92 a year ago, resulting in an EPS surprise of 13.93% against the consensus estimate of $1.22 [1] Revenue Breakdown - Revenue from Other services was $7.87 million, significantly higher than the average estimate of $2.9 million, reflecting a year-over-year change of 191.5% [4] - Revenue from Value Added Services was $184.61 million, slightly below the average estimate of $186.84 million, with a year-over-year increase of 20.4% [4] - Revenue from Core Solutions was $55.72 million, compared to the average estimate of $56.01 million, showing a year-over-year growth of 17% [4] Stock Performance - Over the past month, AppFolio's shares have returned -6.3%, while the Zacks S&P 500 composite has increased by 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]