{"filings":[{"id":1829476,"accession_number":"0001433195-26-000056","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2026-07-23T20:06:27+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q2 revenue $281M (+19% YoY); crosses $1B TTM; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $281M (+19% YoY); total units under management 9.6M (+8% YoY).","GAAP operating income $53M (18.8% rev) vs $41M (17.2%) in Q2 2025; non-GAAP op income $76M (27.1% rev).","Operating cash flow $88M (31.2% rev) vs $53M (22.3%) in Q2 2025.","FY2026 revenue guidance raised to $1.117-1.127B; non-GAAP op margin raised to 26.5%-28.0%.","Crossed $1B in revenue on trailing twelve-month basis for first time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1388317,"accession_number":"0001433195-26-000042","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K/A","filed_at":"2026-07-01T20:20:49+00:00","items":["5.02"],"status":"ready","headline":"AppFolio appoints Saori Casey to Audit and Compensation Committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Saori Casey, elected to Board on Jan 12, 2026, effective Feb 12, 2026.","On June 26, 2026, Board appointed Casey to Audit Committee and Compensation Committee.","Committee appointments effective June 29, 2026.","Casey is an independent director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1388238,"accession_number":"0001433195-26-000040","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2026-07-01T20:18:56+00:00","items":["5.02"],"status":"ready","headline":"AppFolio appoints two new directors, Shane Trigg as Chairman; updates director compensation","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andreas von Blottnitz and Janet Kerr retired from Board effective June 29, 2026; von Blottnitz also stepped down as Chairman.","Diya Jolly (CPTO of Xero) and Michael Yang (Partner at Investment Group of Santa Barbara) elected as Class I directors.","Shane Trigg, President and CEO, appointed Chairman of the Board; Winifred Webb named Lead Independent Director.","Non-employee director annual equity award increased to $200,000 (from $150,000); committee chair retainer reduced to $40,000.","New Lead Independent Director role created with additional annual cash retainer of $40,000."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1057878,"accession_number":"0001433195-26-000034","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2026-06-15T20:40:40+00:00","items":["5.07"],"status":"ready","headline":"AppFolio shareholders re-elect Nottebohm and Casey as Class II directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Olivia Nottebohm received 125,033,431 votes for and 6,146,417 withheld; Saori Casey received 130,956,960 for and 222,888 withheld.","Ratification of PwC as independent auditor for FY 2026 passed with 133,132,040 for, 52,759 against.","Advisory vote on named executive officer compensation approved with 130,615,480 for, 546,022 against.","All proposals passed with overwhelming support; no broker non-votes on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92826,"accession_number":"0001433195-26-000021","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q1 revenue $262M (+20% YoY); GAAP operating income up 50%; raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue grew 20% YoY to $262M; GAAP operating income rose 50% to $51M (19.4% margin).","Non-GAAP operating income increased 35% to $72M (27.3% margin).","FY2026 revenue guidance raised to $1.110–$1.125B; non-GAAP operating margin 26–28%.","Repurchased 703,000 shares for $125M during Q1.","Total units under management reached 9.5M, up 8% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":1.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":262214000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92825,"accession_number":"0001433195-26-000016","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AppFolio enters new CEO employment agreement with Shane Trigg through 2030","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Base salary increased to $570,000; target annual bonus remains 100% of base.","2026 equity: $5M RSU and $4.479M PSU grants; annual $5M RSU plus formula-based PSU for 2027–2030.","Severance: 18 months base salary/COBRA for non-cause termination; 24 months base plus 2x bonus upon Corporate Transaction.","Agreement effective April 9, 2026; supersedes prior March 2023 employment agreement.","Provides full vesting of equity awards upon death/disability; accelerated vesting for qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103978,"accession_number":"0001433195-26-000006","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q4 revenue up 22% YoY to $248M; units grow 8% to 9.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP operating income $44M (17.6% of rev) vs $23M (11.3%) in Q4 2024.","Non-GAAP operating margin 24.9% of revenue, up from 20.2% a year ago.","FY2025 revenue $951M (+20% YoY); net cash from ops $242M (+29% YoY).","FY2026 revenue guidance $1.10B-$1.12B; non-GAAP op margin 25.5%-27.5%.","Total units under management 9.4M at year-end, up 8% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":3.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":950822000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103977,"accession_number":"0001433195-26-000003","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AppFolio appoints Sonos CFO Saori Casey to Board; Board size cut to 7","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board reduced from 9 to 7 directors effective January 12, 2026.","Saori Casey elected Class II director, effective February 12, 2026, filling an existing vacancy.","Casey is currently CFO of Sonos; previously VP at Apple (11+ years) and finance executive at Cisco (15 years).","Board determined Casey qualifies as independent under Nasdaq and SEC rules.","She will receive standard non-employee director compensation per the company's Director Compensation Policy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120258,"accession_number":"0001433195-25-000147","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AppFolio discloses separation terms for former Chief Trust Officer Matt Mazza","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matt Mazza, former Chief Trust Officer, departed Nov 14, 2025; separation agreement dated Nov 19, 2025.","Receives $315,000 salary continuation for 9 months plus prorated 2025 bonus of $219,462.","COBRA premium payments for up to 9 months; medical reimbursement up to $100,000 through Mar 31, 2026.","Separation conditioned on general release of claims and continued compliance with restrictive covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120257,"accession_number":"0001433195-25-000145","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-11-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AppFolio holds investor meeting Nov 18, 2025; slide deck furnished but specific details not extractable from excerpt","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company hosted an investor meeting on November 18, 2025, and furnished a slide presentation.","Agenda covers AppFolio's vision, product strategy, go-to-market, and financial overview.","No material non-public information was identified from the available filing excerpt.","Full slide deck and webcast replay are available on AppFolio's investor relations website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120256,"accession_number":"0001433195-25-000140","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AppFolio Q3 revenue up 21% to $249M; GAAP operating income down to $35M; Chief Trust Officer to depart","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $249M (+21% YoY); total units under management 9.1M (+7% YoY).","GAAP operating income $35M (14.1% margin) vs $43M (20.7% margin) in Q3 2024.","Non-GAAP operating income $59M (23.5% margin) vs $59M (28.7% margin) in Q3 2024.","FY2025 revenue guidance $945M-$950M; non-GAAP operating margin 23.5%-24.5%.","Chief Trust Officer Matt Mazza to depart Nov 14, 2025; duties reassigned Oct 27."],"consensus_eps_estimate":null,"consensus_eps_actual":2.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":702630000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120255,"accession_number":"0001433195-25-000134","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-10-03T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AppFolio enters $150M secured revolving credit facility with PNC, maturing 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility is a $150M senior secured revolver with $25M sublimits for letters of credit and swingline loans.","No borrowings outstanding at closing; proceeds available for general corporate purposes.","Interest at SOFR plus 125-200 bps (or Base Rate plus 25-100 bps) depending on leverage ratio.","Financial covenant: max Consolidated Net Leverage Ratio of 3.75:1 (4.25:1 during Acquisition Step-Up Period).","Facility matures September 30, 2030; commitments can be increased subject to conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136840,"accession_number":"0001433195-25-000114","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AppFolio announces resignation of three directors to avoid conflict of interest","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Three directors (Timothy Bliss, Alex Wolf, Robert Casey III) resigned effective August 7, 2025.","Resigned to avoid appearance of conflict with a separate opportunity where they will be significant shareholders in an AppFolio customer.","No disagreement with the company over operations, policies, or practices.","Resignations are immediate; no successors announced yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136839,"accession_number":"0001433195-25-000103","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AppFolio Q2 revenue $236M (+19% YoY); CFO Tim Eaton appointed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue grew 19% YoY to $236M; total units under management up 6% to 8.9M.","GAAP operating income $41M (17.2% of revenue); non-GAAP operating income $62M (26.2% of revenue).","FY2025 revenue guidance $935-945M; non-GAAP op margin 24.5-26.5%.","96% of customers used at least one AI-powered solution, driving premium tier adoption.","Tim Eaton named permanent CFO effective July 30, 2025; previously interim CFO since October 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":453277000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154076,"accession_number":"0001433195-25-000086","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AppFolio 2025 annual meeting results: Class I directors elected, PwC ratified, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Class I directors Andreas von Blottnitz, Agnes Bundy Scanlan, and Janet Kerr for three-year terms.","Ratified PricewaterhouseCoopers as independent auditor for FY 2025 with 144.8M for, 0.08M against.","Non-binding advisory vote on named executive officer compensation approved with 142.1M for, 0.5M against.","Stockholders selected 1-year frequency for future say-on-pay votes; company will hold annual votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154075,"accession_number":"0001433195-25-000053","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AppFolio Q1 revenue up 16% to $218M; announces $300M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $218M (+16% YoY); GAAP operating income $34M (15.5% margin) flat vs $34M (18.2%) last year.","Non-GAAP operating income $53M (24.3% margin) vs $48M (25.7%) in Q1 2024.","Total units under management 8.8 million, up 6% YoY.","FY 2025 revenue guidance $920-940M; non-GAAP operating margin 24.5%-26.5%.","Board authorized new $300M stock repurchase program, replacing exhausted $100M program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":217702000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154074,"accession_number":"0001433195-25-000041","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-04-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AppFolio invests $75M for minority stake in Second Nature Brands in strategic partnership","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Purchased a minority, non-controlling equity interest in Second Nature Holdings for $75M cash on hand.","Partnership lets AppFolio property management customers offer Second Nature's resident services (credit building, internet, pest control) within AppFolio Stack.","Press release cites 71% of renters value resident benefits; partnership aims to improve retention and occupancy.","Investment complements FolioSpace and recent Zillow leasing integration; no financial guidance changed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154073,"accession_number":"0001433195-25-000032","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AppFolio elects Robert Donald Casey III to Board as Class II director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 8 to 9 members; Casey elected effective April 3, 2025.","Casey determined to be independent under Nasdaq rules; standard non-employee director compensation.","Casey is founder/CEO of Santa Barbara Management and partner at Partners Fund Capital.","Previously served as president/CFO of Tegus, Inc. and CEO of YouRenew.","Fills Class II vacancy until 2026 annual meeting; no related party transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172694,"accession_number":"0001433195-25-000005","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AppFolio Q4 revenue $204M (+19% YoY); FY 2024 revenue $794M (+28%); guides FY 2025 $920M-$940M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $204M (+19% YoY); GAAP operating income $23M (11.3% margin); non-GAAP operating income $41M (20.2% margin).","Full-year 2024 revenue $794M (+28% YoY); GAAP operating income $136M (17.1% margin) vs $1M in 2023.","FY 2025 revenue guidance $920M-$940M; non-GAAP operating margin 24.5%-26.5%; diluted shares ~37M.","Total units under management 8.7M (+6% YoY).","Tim Eaton appointed interim Principal Accounting Officer (also interim CFO since Oct 2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":5.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":794202000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189705,"accession_number":"0001433195-24-000145","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2024-11-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Former CFO Fay Sien Goon separation finalized; $450K severance plus prorated bonus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fay Sien Goon's employment terminated Oct 25, 2024; separation agreement dated Nov 8, 2024, effective Nov 16, 2024.","Goon receives $450,000 lump sum (12 months base salary) and $367,397 prorated 2024 bonus.","Company pays COBRA premiums for Goon and dependents up to 12 months; executive medical reimbursement extended to Mar 31, 2025.","Outstanding unvested RSUs/PRSUs treated per Equity Award Treatment in Goon's employment agreement.","Separation benefits conditioned on release of claims and continued compliance with restrictive covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189704,"accession_number":"0001433195-24-000125","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["1.01","2.02","5.02","9.01"],"status":"ready","headline":"AppFolio Q3 revenue $206M (+24% YoY); acquires LiveEasy for $80M; CFO departs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $206M (+24% YoY); GAAP operating income $43M (20.7% of revenue) vs operating loss in Q3 2023.","Non-GAAP operating income $59M (28.7% of revenue); free cash flow $56M (27.1% of revenue).","FY2024 revenue guidance $786-790M; non-GAAP operating margin 24.5-25.5%.","Acquired LiveEasy for ~$80M cash + $6M in RSUs to enhance resident platform.","CFO Fay Sien Goon departs Oct 25; Tim Eaton appointed interim CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":2.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":590538000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206212,"accession_number":"0001433195-24-000103","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q2 revenue up 34% to $197.4M; GAAP operating income $36M vs loss YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $197.4M, +34% YoY; total units under management of 8.4M (+9% YoY).","GAAP operating income $36.0M (18.3% rev) vs loss of $0.7M in Q2 2023; non-GAAP op income $51.4M (26.0% rev).","Non-GAAP free cash flow $49.4M (25.0% rev) vs $6.2M (4.2%) a year ago.","FY 2024 guidance: revenue $772M–$778M; non-GAAP op margin 23.5%–24.5%; FCF margin 22%–24%.","Diluted share count expected ~37M for full year."],"consensus_eps_estimate":null,"consensus_eps_actual":1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":384805000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223265,"accession_number":"0001433195-24-000076","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AppFolio shareholders approve all five proposals at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Timothy Bliss, Shane Trigg, Winifred Webb as Class III directors with strong support.","Ratified PricewaterhouseCoopers LLP as auditor for FY 2024 (156,524,035 for, 0 against).","Advisory vote on named executive officer compensation passed (148,843,775 for).","Approved 2025 Omnibus Incentive Plan (141,925,449 for) and 2025 Employee Stock Purchase Plan (145,050,390 for).","Record date April 17, 2024; aggregate shares voted reflect Class A and B stock with differential voting rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223264,"accession_number":"0001433195-24-000052","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q1 revenue up 38% to $187.4M; swings to GAAP operating income of $34.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $187.4M (+38% YoY); total units under management 8.3M (+11%).","GAAP operating income $34.1M (18.2% rev) vs loss of $26.5M in Q1 2023.","Non-GAAP operating income $48.2M (25.7% rev) vs loss of $2.1M.","Non-GAAP free cash flow $41.0M (21.9% rev) vs negative $0.4M in prior year.","FY2024 guidance: revenue $766-774M; non-GAAP op margin 23-24%; FCF margin 21-23%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":187430000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242751,"accession_number":"0001433195-24-000007","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q4 revenue $171.8M (+39% YoY); guides FY2024 revenue $755-765M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $171.8M (+39% YoY); GAAP operating income $28.2M vs ($20.0M) loss.","FY 2023 revenue $620.4M (+31%); GAAP operating income $1.0M vs ($72.4M) loss.","Non-GAAP operating margin Q4 24.3%, FY 12.2%; free cash flow $73.6M (11.9% revenue).","FY 2024 guidance: revenue $755-765M, non-GAAP op margin 21-23%, FCF margin 17-19%.","Units under management 8.2M (+13% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":620445000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260131,"accession_number":"0001433195-23-000124","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q3 revenue up 32% to $165.4M; non-GAAP operating margin improves to 16.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $165.4M (+32% YoY); GAAP operating loss narrowed to $0.1M from $7.8M.","Non-GAAP operating income $26.7M (16.1% of revenue) vs $4.7M (3.7%) a year ago.","Non-GAAP free cash flow $33.6M (20.3% of revenue), up from $11.9M (9.5%).","Platform units served grew to ~7.8M from ~7.1M in Q3 2022.","FY2023 guidance: revenue $608-612M; non-GAAP operating margin 10.5-11.0%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":448615000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277424,"accession_number":"0001433195-23-000111","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-08-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AppFolio cuts 9% of workforce (149 employees) citing need for profitability","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction of nearly 9% affects 149 employees across all departments.","Severance includes up to 3 months transition pay plus 2 weeks' pay per year of service.","Company cites rising costs and lack of profitability entering 2023 as reasons.","CEO Shane Trigg takes accountability; measures follow earlier cost cuts like real estate shrink."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277423,"accession_number":"0001433195-23-000096","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q2 revenue up 25% to $147.1M; GAAP loss narrows sharply; issues FY23 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $147.1M (+25% YoY); total units on platform ~7.7M (+13% YoY).","GAAP loss from operations ($0.7M) vs ($29.9M) in Q2 2022; non-GAAP op income $9.4M (6.4% margin).","Free cash flow $6.2M (4.2% of revenue) vs ($1.5M) in Q2 2022.","FY23 guidance: revenue $592-598M; non-GAAP op margin 5.5-6.5%; FCF margin 6-7%.","Cash and investments $164.0M as of June 30, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":283175000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295336,"accession_number":"0001433195-23-000077","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-06-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AppFolio stockholder meeting elects two Class II directors, ratifies auditor, approves compensation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Olivia Nottebohm and Alex Wolf elected as Class II directors for three-year terms until 2026 annual meeting.","Ratification of PricewaterhouseCoopers LLP as independent auditor for FY 2023 approved with 165,305,578 votes for, none against.","Non-binding advisory vote on named executive officer compensation approved with 159,243,751 votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295335,"accession_number":"0001433195-23-000066","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"AppFolio to introduce eCheck ACH transaction fee starting July 31, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Starting July 31, 2023, AppFolio will charge an ACH transaction fee previously waived for residents and homeowners.","Fee is intended to cover payment functionality expenses and enable further payments innovation.","Economic impact not yet included in 2023 financial outlook; no new guidance provided.","This represents a new monetized solution for the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295334,"accession_number":"0001433195-23-000049","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q1 revenue up 29% to $136.1M; narrows non-GAAP op loss to $2.1M; guides FY rev $570-580M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $136.1M (+29% YoY); GAAP op loss $26.5M (19.5% rev) vs $14.7M (13.9%) Q1'22.","Non-GAAP op loss narrowed to $2.1M (1.6% rev) from $5.6M (5.3%); free cash flow -$0.4M vs -$7.6M.","Units on AppFolio Property Manager rose to ~7.5M from ~6.6M YoY; cash $181.7M.","FY2023 outlook: rev $570-580M, non-GAAP op margin 1-2%, FCF margin 2.5-3.5%, ~36M diluted shares."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":136100000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315884,"accession_number":"0001433195-23-000031","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AppFolio CEO Jason Randall resigns; Shane Trigg appointed as President and CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason Randall resigns as President, CEO and director effective March 1, 2023; will serve as advisor through March 31, 2023.","Shane Trigg, previously President and General Manager of Real Estate, appointed CEO and President effective immediately.","Board changes: Klaus Schauser transitions to board observer; Olivia Nottebohm appointed as Class II director.","Company reaffirms full-year 2023 guidance previously disclosed on January 26, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315883,"accession_number":"0001433195-23-000007","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q4 revenue $124.1M (+30% YoY); FY2023 revenue guided $565M-$575M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $124.1M (+30% YoY); FY2022 revenue $471.9M (+31% from $359.4M).","GAAP operating loss $20.0M (16.1% rev) vs $7.3M (7.7%) Q4 2021; non-GAAP loss $3.4M.","Units on platform 7.3M, up from 6.3M a year earlier.","FY2023 guidance: revenue $565M-$575M; non-GAAP op margin ~breakeven; FCF margin 2-3%.","Cash and investments $185.2M at Dec 31, 2022, nearly flat vs $183.5M year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":471883000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334215,"accession_number":"0001433195-22-000110","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q3 revenue up 31% to $125.1M; units served exceed 7.1M; GAAP loss $7.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $125.1M (+31% YoY); non-GAAP op income $4.7M vs $3.8M in Q3 2021.","Units on Property Manager platform ~7.1M, up from 6.0M YoY (second consecutive quarter of >1M unit growth).","GAAP loss from operations $7.8M (6% of revenue) vs break-even in Q3 2021.","Non-GAAP free cash flow $11.9M (10% of rev) vs $6.8M (7%) in prior year; cash and securities $184.5M.","FY 2022 outlook: revenue $462-466M, non-GAAP op margin loss 1.5-2.5%, weighted shares ~35M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":347825000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334214,"accession_number":"0001433195-22-000100","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-10-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AppFolio holds Investor Day; presentation lacks specific financial data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor Day event held October 12, 2022; presentation posted on IR website.","Agenda includes Vision & Strategy, Innovation, Product differentiation, Customer panel, Financial Overview.","No specific guidance, financial metrics, or new strategic targets disclosed in the filing exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351633,"accession_number":"0001433195-22-000084","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q2 revenue up 32% to $117.4M; GAAP operating loss of $29.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $117.4M, +32% YoY; units served ~6.8M, +1M from year ago.","GAAP loss from operations $29.9M (25% of rev) vs income $1.1M in Q2 2021.","Non-GAAP income from ops $1.2M (1% of rev) vs $5.9M (7%) a year ago.","FY2022 revenue guidance $455M-$461M; non-GAAP op margin expected lower than 2021.","Launched AppFolio Stack integration marketplace to serve larger customers."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":222746000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369040,"accession_number":"0001433195-22-000063","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-06-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AppFolio shareholders elect all three Class I directors, ratify PwC, approve say-on-pay at 2022 Annual Meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class I directors elected: Andreas von Blottnitz, Agnes Bundy Scanlan, Janet Kerr to three-year terms.","Director votes: von Blottnitz 160,357,313 for, 2,498,050 withheld; Scanlan 160,590,278 for, 2,265,085 withheld; Kerr 157,947,892 for, 4,907,471 withheld.","Ratification of PwC as auditor: 165,221,990 for, 0 against, 12,785 withheld.","Advisory say-on-pay approved: 159,111,440 for, 3,743,923 withheld, 2,379,412 broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369039,"accession_number":"0001433195-22-000047","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q1 revenue $105.3M (+33% YoY); GAAP operating loss widens to $14.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $105.3M vs $78.9M in Q1 2021; first quarter above $100M milestone.","GAAP loss from operations $14.7M (14% of revenue) vs $5.7M (7%) year ago.","Non-GAAP loss from operations $5.6M (5% of revenue) vs $1.3M (2%).","Units served on AppFolio Property Manager reached 6.57M, up from 5.62M a year ago.","FY2022 revenue guidance $452-460M; non-GAAP operating margin expected in line with Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":105296000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388263,"accession_number":"0001433195-22-000022","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio Q4 2021 revenue grows 32% YoY; FY2022 guidance $447M-$457M","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q4 2021 revenue from continuing operations grew 32% year-over-year; full-year revenue grew 26%.","Units served reached 6.35 million in Q4 2021.","FY2022 revenue guidance: $447M to $457M; diluted shares expected ~36.5M.","CEO cites multi-year investments driving success; 10-K to be filed today.","No net income or EPS figures disclosed in this press release."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":359370000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388262,"accession_number":"0001433195-22-000010","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-02-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AppFolio principal accounting officer resigns; CFO assumes role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ann Wilson resigns as principal accounting officer effective March 18, 2022.","CFO Fay Sien Goon will perform principal accounting officer functions without additional compensation.","No arrangements or understandings with any person regarding Ms. Goon's selection."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388261,"accession_number":"0001433195-22-000006","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2022-01-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AppFolio director William Rauth resigns; Alex Wolf elected as Class II director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William Rauth resigned from Board and Compensation Committee effective Jan 13, 2022, citing no disagreement.","Alex Wolf elected Class II director until 2023 annual meeting; appointed to Compensation Committee.","Wolf is a partner at Investment Group of Santa Barbara since 2015; prior roles at Carlyle Group and Blackstone.","Wolf elected not to receive board compensation despite standard non-employee director policy.","No arrangements or understandings with others regarding Wolf's election; standard indemnification signed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406192,"accession_number":"0001433195-21-000105","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio guides FY2021 revenue $355M-$357M; diluted shares ~36M","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Full year 2021 revenue expected between $355M and $357M.","Diluted weighted average shares for FY2021 projected at approximately 36 million.","Press release also announced Q3 2021 results but specific figures not provided in exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":263770000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":425204,"accession_number":"0001433195-21-000090","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2021-09-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AppFolio names Fay Sien Goon as CFO, effective Oct 18, 2021; compensation detailed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fay Sien Goon appointed CFO effective Oct 18, 2021; previously Chief Accounting Officer at ServiceNow.","Compensation includes $450K base salary, $500K sign-on bonus, $450K target annual STI, and $2M one-time STI for FY2022.","Equity awards: $6M time-based RSUs vesting over 5 yrs, $2.4M performance RSUs (Dec 2023), and $600K additional time-based RSUs.","Severance: 12 months base salary continuation, prorated STI, COBRA for 12 months, and accelerated equity vesting on qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":425203,"accession_number":"0001433195-21-000079","cik":1433195,"company_name":"APPFOLIO INC","ticker":"APPF","form_type":"8-K","filed_at":"2021-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppFolio reports Q2 2021 earnings; provides FY2021 revenue guidance $350M-$355M","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["FY2021 revenue expected $350M-$355M; diluted weighted shares ~36M.","Press release announces Q2 results but actual figures (revenue, EPS) not included in exhibit text.","Conference call scheduled for August 9, 2021 at 1:30 p.m. PT."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":167961000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5783656696.787449,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}