{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-23-000049","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2023-04-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.847688+00:00","generated_at":"2026-06-16T08:45:50.129737+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"AppFolio Q1 revenue up 29% to $136.1M; narrows non-GAAP op loss to $2.1M; guides FY rev $570-580M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-23-000049","json":"https://secwatch.observer/filing/0001433195-23-000049.json","markdown":"https://secwatch.observer/filing/0001433195-23-000049.md","text":"https://secwatch.observer/filing/0001433195-23-000049.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000049/0001433195-23-000049-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000049/appf-20230427.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T08:45:50.129737+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":"8fee0b83b25276f6ceed527fbe1e1c6db7856fbb","claim":"APPFOLIO INC reported fiscal year 2023 results: revenue $570 million to $580 million. Guidance initiated.","evidence_excerpt":"Full year revenue is expected to be in the range of $570 million to $580 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000049/0001433195-23-000049-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2023"},{"label":"Revenue","value":"$570 million to $580 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"c5ec682c8d9f9918e5fae86fb3af1499ed5d8770","claim":"APPFOLIO INC reported the first quarter ended March 31, 2023 results: revenue $136.1 million.","evidence_excerpt":"Total revenue was $136.1 million in the first quarter of 2023, a 29% increase from $105.3 million in the first quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000049/0001433195-23-000049-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2023"},{"label":"Revenue","value":"$136.1 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"}