{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-23-000007","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2023-01-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.956185+00:00","generated_at":"2026-06-20T08:06:07.336458+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"AppFolio Q4 revenue $124.1M (+30% YoY); FY2023 revenue guided $565M-$575M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-23-000007","json":"https://secwatch.observer/filing/0001433195-23-000007.json","markdown":"https://secwatch.observer/filing/0001433195-23-000007.md","text":"https://secwatch.observer/filing/0001433195-23-000007.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000007/0001433195-23-000007-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000007/appf-20230126.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T08:06:07.336458+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":"ef7bc85a0dc97875842dd9862ff3799cd74677e8","claim":"APPFOLIO INC updated its fourth quarter and fiscal year ended December 31, 2022 guidance (initiated).","evidence_excerpt":"On January 26, 2023 , AppFolio, Inc. (the “Company”) issued a press release announcing its financial results for its fourth quarter and fiscal year ended December 31, 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000007/0001433195-23-000007-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter and fiscal year ended December 31, 2022"},{"label":"Guidance","value":"initiated"},{"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"}