{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-22-000110","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2022-10-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.638416+00:00","generated_at":"2026-06-22T23:56:40.963581+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"AppFolio Q3 revenue up 31% to $125.1M; units served exceed 7.1M; GAAP loss $7.8M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-22-000110","json":"https://secwatch.observer/filing/0001433195-22-000110.json","markdown":"https://secwatch.observer/filing/0001433195-22-000110.md","text":"https://secwatch.observer/filing/0001433195-22-000110.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319522000110/0001433195-22-000110-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319522000110/appf-20221027.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T23:56:40.963581+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"668b44c77b201d0ec3a3ac06cfc5c87fcba651a2","claim":"APPFOLIO INC reported fiscal year 2022 results: revenue $462 million to $466 million. Guidance reaffirmed.","evidence_excerpt":"Full year revenue is expected to be in the range of $462 million to $466 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319522000110/0001433195-22-000110-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2022"},{"label":"Revenue","value":"$462 million to $466 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"a2db1f086c3f5aaeab7760a8813926b166bd4433","claim":"APPFOLIO INC reported third quarter ended September 30, 2022 results: revenue $125.1 million.","evidence_excerpt":"Total revenue was $125.1 million in the third quarter of 2022, a 31% increase from $95.8 million in the third quarter of 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319522000110/0001433195-22-000110-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2022"},{"label":"Revenue","value":"$125.1 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}