AppFolio (APPF) reported $197.38 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 34.2%. EPS of $1.12 for the same period compares to $0.23 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $188.32 million, representing a surprise of +4.81%. The company delivered an EPS surprise of +21.74%, with the consensus EPS estimate being $0.92.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

财务数据和关键指标变化 - 第二季度收入同比增长34%至1.97亿美元 [8] - 非GAAP经营利润率扩大至26%,去年同期为6.4% [21][22] - 自由现金流率达25%,去年同期为4.2% [21][22] 各条业务线数据和关键指标变化 - 核心解决方案收入同比增长14%至4400万美元,主要由于新客户增加、平台总单元数增加以及AppFolio Property Manager Plus和Max的持续采用 [22] - 增值服务收入同比增长43%至1.52亿美元,主要由于停止豁免eCheck费用以及居民使用在线支付和风险缓解产品增加,部分被与卡支付相关的交易费用降低所抵消 [23] 各个市场数据和关键指标变化 - 截至本季度末,公司管理约840万单元,来自20,167个客户,同比增长5%和9% [22] - 公司继续强调高利润率的住宅投资组合 [22] 公司战略和发展方向及行业竞争 - 公司通过Realm-X嵌入式生成式AI等创新能力,为客户提供差异化价值,帮助他们提高运营效率 [11][12] - 公司正在扩展到负担得起的住房和学生公寓等新的物业类型,并通过合作伙伴生态系统拓展上游客户 [13][14][15][16] - 公司的多层产品线为客户提供升级路径,帮助大型运营商管理复杂多元的投资组合 [17] - 公司通过合作伙伴计划,为客户提供会计和咨询解决方案,帮助他们更好地迁移到公司平台 [18] 管理层对经营环境和未来前景的评论 - 公司在行业内的领导地位得到认可,正在通过创新不断满足和超越客户期望 [8][9][10] - 公司相信Realm-X等创新能力只是开始,未来还有巨大的价值可以为客户创造 [12] - 公司对未来保持乐观,预计全年收入增长25%,非GAAP经营利润率和自由现金流率也将提升 [25][26] 其他重要信息 - 公司持续投资于产品开发和销售营销,以推动创新和市场拓展 [23][24] - 公司重视员工文化,通过黑客日等活动激发创新 [19]

AppFolio (APPF) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 21.74%. A quarter ago, it was expected that this property management software maker would post earnings of $0.84 per share when it actually produced earnings of $1.05, delivering a surprise of 25%.Over the last four quart ...

财务业绩 - 第二季度收入同比增长34%，达到1.974亿美元[4] - GAAP营业利润为3,600万美元，占收入的18.3%，去年同期为亏损70万美元[4] - 非GAAP营业利润为5,140万美元，占收入的26.0%，去年同期为940万美元[4] - 经营活动产生的净现金流为5,090万美元，占收入的25.8%，去年同期为负9.2百万美元[4] - 非GAAP自由现金流为4,940万美元，占收入的25.0%，去年同期为620万美元[4] - 预计全年收入将在7.72亿美元至7.78亿美元之间[5] - 预计全年非GAAP营业利润率将在23.5%至24.5%之间[5] - 预计全年非GAAP自由现金流率将在22%至24%之间[5] - 公司第二季度总收入为1,982,000千美元，同比增长4%[20] - 第二季度非GAAP毛利率为65%，较上年同期提高1个百分点[21] - 第二季度非GAAP营业利润率为26%，较上年同期提高20个百分点[26,27] - 第二季度非GAAP净利润为41,165千美元，较上年同期增长385%[28,29] - 第二季度非GAAP每股收益为1.14美元，较上年同期增长375%[29] 成本管控 - 第二季度非GAAP销售和营销费用占收入比重为13%，较上年同期下降5个百分点[22] - 第二季度非GAAP研发费用占收入比重为17%，较上年同期下降5个百分点[23] - 第二季度非GAAP管理费用占收入比重为8%，较上年同期下降3个百分点[24] - 第二季度非GAAP折旧和摊销费用占收入比重为2%，较上年同期下降2个百分点[25] 用户增长 - 总管理单元数同比增长9%，达到840万个[4] 现金流 - 公司现金及现金等价物余额为59,889千美元，较上年同期增加140%[20] - 公司2023年第二季度和上半年的自由现金流数据[33] - 公司2023年第二季度和上半年的自由现金流率数据[34] 非GAAP财务指标 - 公司使用非GAAP财务指标的原因和说明[35][36][37][38][39][40][41][42][43][44] - 公司非GAAP财务指标与GAAP财务指标的差异及其局限性[45] 财务数据 - 公司2023年第二季度和上半年的GAAP净收益(亏损)每股摊薄数据[30] - 公司2023年第二季度和上半年的非GAAP净收益每股摊薄数据[30] - 公司2023年第二季度和上半年的GAAP和非GAAP加权平均股数数据[31][32]

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. AppFolio (APPF) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.AppFolio is a member of the Computer and Technolog ...

SANTA BARBARA, Calif., July 11, 2024 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) today announced that it will report its second quarter 2024 financial results after the close of the U.S. financial markets on Thursday, July 25, 2024. In conjunction with this announcement, AppFolio will host a conference call on Thursday, July 25, 2024, at 5:00 p.m. (Eastern Time), to discuss the company’s financial results and business outlook. A live webcast of the call will be available at https://edge.media-server.c ...

AppFolio (APPF) closed at $247.96 in the latest trading session, marking a -0.37% move from the prior day. The stock fell short of the S&P 500, which registered a gain of 1.02% for the day. Meanwhile, the Dow gained 1.09%, and the Nasdaq, a tech-heavy index, added 1.18%.The property management software maker's shares have seen an increase of 6.27% over the last month, not keeping up with the Computer and Technology sector's gain of 8.46% and outstripping the S&P 500's gain of 4.44%.The upcoming earnings rel ...

文章核心观点 - AppFolio (APPF)是一家云软件平台,为中小型物业管理公司提供提高运营效率的解决方案 [3] - APPF的产品非常粘性,为客户带来了强大的价值主张 [4][5][6] - APPF拥有足够大的市场空间,未来增长前景良好 [7][8][9] - APPF近年来财务表现出色,收入和利润率持续提升 [11][12][13] - APPF最近推出的基于生成式AI的新产品有望进一步增强其价值主张 [15] 根据目录分别总结 公司概况 - APPF是一家云软件平台,为物业管理公司提供提高运营效率的解决方案,连接投资者、业主、物业管理公司、供应商和住户等各方利益相关方 [3] - 截至2023财年,APPF服务820万套房屋,客户数为19.7千家 [3] - APPF是一家盈利公司,2023财年调整后EBITDA利润率为16%,2024年第一季度为28% [3] 产品粘性和价值主张 - APPF的目标客户是拥有50-499套房屋的中小型物业管理公司 [4] - 中小型物业管理公司通常缺乏资源投入最佳数字化解决方案,很多工作流程仍依赖人工,效率低下 [4] - APPF的平台能够简化大量工作流程,提高工作效率和客户满意度 [4][5] - APPF一旦嵌入客户的工作流程,就很难被替换,具有很强的粘性 [6] 增长空间 - 美国房地产市场规模巨大,APPF目前只服务了16%的潜在客户,未来增长空间广阔 [8][9] - 当前高房贷利率环境下,租赁市场需求旺盛,有利于APPF业务增长 [9] 财务表现 - 过去3年APPF收入保持30%以上的强劲增长,2024年第一季度更达到38% [11] - APPF客户平均年收入(ARPU)不断提升,从2020财年的67美元增至2024年第一季度的87美元,表明客户采用更多模块 [12] - APPF毛利率和调整后EBITDA利润率持续提升,2024年第一季度分别达到66%和28% [13] 新产品 - APPF最近推出基于生成式AI的新产品Realm-X Assistant和Realm-X Messages,有望进一步提升客户价值 [15] - 超过90%的APPF客户已使用一种或多种AI工具,表明客户对此有较强需求 [15]

The latest trading session saw AppFolio (APPF) ending at $239.70, denoting a +0.45% adjustment from its last day's close. This move outpaced the S&P 500's daily gain of 0.16%. Elsewhere, the Dow gained 0.04%, while the tech-heavy Nasdaq added 0.49%. The property management software maker's stock has climbed by 2.34% in the past month, falling short of the Computer and Technology sector's gain of 5.94% and the S&P 500's gain of 3.22%. The investment community will be closely monitoring the performance of App ...

CHICAGO, June 26, 2024 /PRNewswire/ -- Livly, a premier provider of cutting-edge property management solutions, today announced a strategic partnership with AppFolio (NASDAQ: APPF), a leader in real estate technology. This collaboration marks a pivotal moment as Livly integrates its innovative resident experience platform with AppFolio's robust property management software, setting a new standard of excellence for multifamily property managers and residents. Key Highlights: 1. Seamless Integration: Livly's ...