Spoken Alpha
APPF
APPFOLIO INC
Overview
AppFolio provides a cloud-based property management platform serving property managers who oversee residential, commercial, student housing, and community association properties.
APPFOLIO INC is a Technology company operating in Software - Application with a $5.19B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-23
- Q4 FY2025Earnings2026-01-29
- Q3 FY2025Earnings2025-10-30
- Q2 FY2025Earnings2025-07-31
- Q1 FY2025Earnings2025-04-241 Q&A exchange
- Q4 FY2024Earnings2025-01-30
- Q3 FY2024Earnings2024-10-24
- Q2 FY2024Earnings2024-07-25
- Q1 FY2024Earnings2024-04-25
- Q4 FY2023Earnings2024-01-25
- Q3 FY2023Earnings2023-10-26
- Q2 FY2023Earnings2023-07-27
- Q1 FY2023Earnings2023-04-27
- Q4 FY2022Earnings2023-01-26
- Q3 FY2022Earnings2022-10-27
- Q2 FY2022Earnings2022-07-28
- Q1 FY2022Earnings2022-05-09
- Q4 FY2021Earnings2022-02-28
- Q3 FY2021Earnings2021-11-08
- Q2 FY2021Earnings2021-08-09
- Q1 FY2021Earnings2021-05-10
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $1.69—Rev— vs ——EODHD
- Q1 FY20262026-04-22EPS$1.61 vs $1.44+11.8%Rev$262.2M vs ——EODHD
- Q4 FY20252026-01-28EPS$1.39 vs $1.24+12.1%Rev$248.2M vs ——EODHD
- Q3 FY20252025-10-29EPS$1.31 vs $1.46-10.3%Rev$249.4M vs ——EODHD
- Q2 FY20252025-07-30EPS$1.39 vs $1.28+8.6%Rev$235.6M vs ——EODHD
- Q1 FY20252025-04-23EPS$1.21 vs $1.22-0.8%Rev$217.7M vs ——EODHD
- Q4 FY20242025-01-29EPS$0.92 vs $0.94-2.1%Rev$203.7M vs ——EODHD
- Q3 FY20242024-10-23EPS$1.29 vs $1.03+25.2%Rev$205.7M vs ——EODHD
- Q2 FY20242024-07-24EPS$1.12 vs $0.96+16.7%Rev$197.4M vs ——EODHD
- Q1 FY20242024-04-24EPS$1.06 vs $0.89+19.1%Rev$187.4M vs ——EODHD
- Q4 FY20232024-01-24EPS$0.88 vs $0.72+22.2%Rev$171.8M vs ——EODHD
- Q3 FY20232023-10-25EPS$0.60 vs $0.41+46.3%Rev$165.4M vs ——EODHD
- Q2 FY20232023-07-26EPS$0.23 vs $0.12+91.7%Rev$147.1M vs ——EODHD
- Q1 FY20232023-04-26EPS$-0.01 vs $-0.05+80.0%Rev$136.1M vs ——EODHD
- Q4 FY20222023-01-25EPS$-0.05 vs $-0.13+61.5%Rev$124.1M vs ——EODHD
- Q3 FY20222022-10-26EPS$0.11 vs $-0.12+100.0%Rev$125.1M vs ——EODHD
- Q2 FY20222022-07-27EPS$0.03 vs $-0.08+100.0%Rev$117.5M vs ——EODHD
- Q1 FY20222022-05-08EPS$-0.12 vs $0.01-100.0%Rev$105.3M vs ——EODHD
- Q4 FY20212022-02-27EPS$-0.04 vs $-0.02-100.0%Rev$95.6M vs ——EODHD
- Q3 FY20212021-11-07EPS$-0.00 vs $0.07-100.0%Rev$95.8M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $1.69 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-22 | $1.61 | $1.44 | +11.8% | $262.2M | — | — | EODHD |
| Q4 FY2025 | 2026-01-28 | $1.39 | $1.24 | +12.1% | $248.2M | — | — | EODHD |
| Q3 FY2025 | 2025-10-29 | $1.31 | $1.46 | -10.3% | $249.4M | — | — | EODHD |
| Q2 FY2025 | 2025-07-30 | $1.39 | $1.28 | +8.6% | $235.6M | — | — | EODHD |
| Q1 FY2025 | 2025-04-23 | $1.21 | $1.22 | -0.8% | $217.7M | — | — | EODHD |
| Q4 FY2024 | 2025-01-29 | $0.92 | $0.94 | -2.1% | $203.7M | — | — | EODHD |
| Q3 FY2024 | 2024-10-23 | $1.29 | $1.03 | +25.2% | $205.7M | — | — | EODHD |
| Q2 FY2024 | 2024-07-24 | $1.12 | $0.96 | +16.7% | $197.4M | — | — | EODHD |
| Q1 FY2024 | 2024-04-24 | $1.06 | $0.89 | +19.1% | $187.4M | — | — | EODHD |
| Q4 FY2023 | 2024-01-24 | $0.88 | $0.72 | +22.2% | $171.8M | — | — | EODHD |
| Q3 FY2023 | 2023-10-25 | $0.60 | $0.41 | +46.3% | $165.4M | — | — | EODHD |
| Q2 FY2023 | 2023-07-26 | $0.23 | $0.12 | +91.7% | $147.1M | — | — | EODHD |
| Q1 FY2023 | 2023-04-26 | $-0.01 | $-0.05 | +80.0% | $136.1M | — | — | EODHD |
| Q4 FY2022 | 2023-01-25 | $-0.05 | $-0.13 | +61.5% | $124.1M | — | — | EODHD |
| Q3 FY2022 | 2022-10-26 | $0.11 | $-0.12 | +100.0% | $125.1M | — | — | EODHD |
| Q2 FY2022 | 2022-07-27 | $0.03 | $-0.08 | +100.0% | $117.5M | — | — | EODHD |
| Q1 FY2022 | 2022-05-08 | $-0.12 | $0.01 | -100.0% | $105.3M | — | — | EODHD |
| Q4 FY2021 | 2022-02-27 | $-0.04 | $-0.02 | -100.0% | $95.6M | — | — | EODHD |
| Q3 FY2021 | 2021-11-07 | $-0.00 | $0.07 | -100.0% | $95.8M | — | — | EODHD |
Source: EODHD. APPF reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks APPF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.88 | $4.39 | +34.0% | -7.8% | -7.9% |
| Q4 FY2026 | $5.45 | $4.47 | +22.0% | +0.9% | -1.8% |
| Q3 FY2026 | $6.24 | $4.66 | +34.0% | -8.3% | -8.4% |
| Q2 FY2026 | $5.97 | $4.61 | +29.4% | -8.7% | -9.7% |
| Q1 FY2025 | $5.87 | $4.70 | +24.8% | +1.8% | +2.2% |
| Q4 FY2025 | $6.15 | $4.66 | +32.0% | +2.0% | +5.0% |
| Q3 FY2025 | $6.25 | $4.69 | +33.3% | -5.4% | -6.6% |
| Q2 FY2025 | $6.23 | $4.67 | +33.3% | -4.6% | -7.2% |
| Q1 FY2024 | $6.05 | $4.58 | +32.0% | -8.7% | -7.9% |
| Q4 FY2024 | $6.23 | $4.64 | +34.2% | -5.1% | -7.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- William Shane TriggCEO10 mono recorded callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- Timothy Mathias EatonCFO10 mono recorded callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
- Elizabeth Erin BaratChief People Officer7 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- Matthew S MazzaChief Trust Officer10 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Evan PickeringGeneral Counsel8 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
- Don RiglerPrincipal Accounting Officer10 mono recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for APPF.
$ curl https://api.spokenalpha.com/v1/companies/APPFFAQ
Frequently asked about APPF
Where can I find APPFOLIO INC's (APPF) earnings call transcripts?
Spoken Alpha indexes APPF's earnings call transcripts at https://spokenalpha.com/companies/APPF. Each call links to attributed speakers and parsed analyst Q&A.
When was APPFOLIO INC's most recent earnings call?
APPFOLIO INC (APPF) held its most recent earnings call on 2026-04-23, covering fiscal Q1 2026.
What sector is APPF in?
APPFOLIO INC (APPF) operates in the Technology sector (Software - Application industry).