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- **Revenue Growth**: $249M (+21% YoY), 9.1M units, 21,759 customers.
- **AI Impact**: RealmX Performers reduce vacancy days 5+, boost NOI 3%.
- **Margin Dynamics**: 23.5% operating margin (29% ex $13M bonus), 36% CoR from credit cards.
- **2025 Guidance**: $945-950M (+19%), 23.5-24.5% margin, 36M shares.
- **Strategic Wins**: Vendor of the Year, 17%+ premium tier adoption.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue of $249 million, up 21% YoY, driven by new business wins and unit growth to 9.1 million units (7% YoY increase). 
- **Strategic Pillars**:
  - **Differentiate to Win**: RealmX Performers AI tools reduce vacancy days by 5+, boost renewal rates 20%, and increase NOI 3%.
  - **Deliver Performance Efficiently**: System of record with granular permissions; system of growth via Folio Space resident experience.
  - **Great People & Culture**: Named to Fortune's Future 50 and Best Workplaces in Tech; won Vendor of the Year by Real Property Management.
- **Customer Expansion**: 21,759 customers (7% YoY), with 17%+ of revenue from Plus/Max tiers.

**【CFO Financial Commentary】**
- **Core Solutions Growth**: $54M (+17% YoY), Value-Added Services $192M (+22% YoY) from credit card adoption and AI spend.
- **Operating Margin**: 23.5% (vs 28.7% YoY) due to $13M annual bonus accrual, offset by 29% adjusted margin excluding bonuses.
- **Cost Structure**: 36% CoR (vs 34% YoY) from credit cards, data centers, and 39% OpEx (+4% YoY). 
- **2025 Guidance**: $945-950M revenue (+19%), 23.5-24.5% operating margin, 36M diluted shares (vs 37M YoY). 
- **2026 Outlook**: Higher CoR from product mix, sales growth, and AI spend.

Appfolio Inc (APPF) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

APPF

APPF fundamentals

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