{"filings":[{"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}],"next_cursor":null}