In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from AppFolio. You can find free versions of these updates below.

AppFolio 2Q25 Business Update

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Show Notes

(0:00) — Intro

(0:52) — AppFolio Background

(2:29) — High Level Update

(8:57) — AppFolio AI vs. competitors, Cushman & Wakefield Expert Call Interview

(20:50) — AppFolio Stack Marketplace

(23:59) — Valuation, G&A, and Mature Margins

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in APPF. Furthermore, accounts one or more contributors advise on may also have a position in APPF. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

The Synopsis

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis