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Apr 20, 2026

GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire

General Electric•US•Mega CapFTAI AviationAmazonSafranAppFolioYardiNetflixFastenalMcKesson

Mar 9, 2025

AppFolio: Challenges Winning Enterprise Customers

IP Interview

AppFolio•US•Mid CapRealPageYardiSwitching CostsB2B SoftwareInformation TechnologyHealth Care

Weekly update

Feb 11, 2025

Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR

Markel•US•Large CapAppFolioYardiFive BelowGeneral ElectricDollar GeneralWalmart

Feb 7, 2025

AppFolio: a 5,000 Unit Enterprise Customer on Switching Costs

IP Interview

AppFolio•US•Mid CapRealPageYardiSwitching CostsB2B SoftwareInformation TechnologyHealth Care

Weekly update

Jan 21, 2025

Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY

Netflix•US•Mega CapAppFolioDeliverooYardiThe Trade DeskJust Eat TakeawaycomRealPage

Jan 20, 2025

AppFolio vs Yardi: Market Size & Strategic Positioning

Partner Interview

AppFolio•US•Mid CapYardiRealPageSwitching CostsB2B SoftwareHealth CareInformation Technology

Weekly update

May 23, 2024

AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng

AppFolio•US•Mid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano

Company Profile

May 22, 2024

AppFolio

IP ResearchAppFolio•US•Mid CapRealPageSwitching CostsB2B SoftwareInformation Technology

Weekly update

Apr 10, 2024

Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate

Rightmove•GB•Mid CapAppFolioEquipmentShareON SemiconductorCopartTrupanionCardlyticsClarivateLidlTexas InstrumentsAnalog DevicesUnited Parks & ResortsSix Flags Entertainment

Apr 9, 2024

AppFolio vs Yardi Voyager: Enterprise Customer Perspective

IP Interview

AppFolio•US•Mid CapSwitching CostsB2B SoftwareInformation Technology

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EliseAI: Real Estate AI Sales Strategy, Pricing & Product Bundling

RealPage & Yardi: Pricing Power, Product Strategy & AI Competition from EliseAI

EliseAI: Property Management AI Adoption & ROI

EliseAI, AppFolio, Entrata: Property Management AI & Cost Savings

Paymentus: PMS Lock-In, Admin Fees, and Payments Commoditization

Appfolio Culture, ACH, and Switching Costs

Zillow Rentals: Multifamily Monetization Model

Zillow Rentals: Long Tail Listings

Yardi & Appfolio Partner & Integration Perspective

AppFolio: History, IGSB, & Company Culture

GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire

AppFolio: Challenges Winning Enterprise Customers

Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR

AppFolio: a 5,000 Unit Enterprise Customer on Switching Costs

Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY

AppFolio vs Yardi: Market Size & Strategic Positioning

AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng

AppFolio

Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate

AppFolio vs Yardi Voyager: Enterprise Customer Perspective