Key takeaways
- Slower unit expansion from existing customers is forcing AppFolio to lean harder on new sales to sustain growth.
- On its third-quarter 2026 earnings call, held on Oct. 22, 2026, AppFolio (APPF) raised its full-year revenue guidance to a range of $1.122 billion to $1.127 billion.
- Sales and marketing costs rose to 15% of revenue from 13% a year ago.
Full-year revenue guidance increased to $1.122 billion to $1.127 billion. Platform units grew 8% year over year to 9.8 million.
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