{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-23-000096","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.909525+00:00","generated_at":"2026-06-13T00:17:28.659035+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AppFolio Q2 revenue up 25% to $147.1M; GAAP loss narrows sharply; issues FY23 guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-23-000096","json":"https://secwatch.observer/filing/0001433195-23-000096.json","markdown":"https://secwatch.observer/filing/0001433195-23-000096.md","text":"https://secwatch.observer/filing/0001433195-23-000096.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000096/0001433195-23-000096-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000096/appf-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T00:17:28.659035+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":"32010b128a5c077a55c5ac578ca2d486327fa0e3","claim":"APPFOLIO INC reported fiscal year 2023 results: revenue in the range of $592 million to $598 million. Guidance initiated.","evidence_excerpt":"Full year revenue is expected to be in the range of $592 million to $598 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000096/0001433195-23-000096-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2023"},{"label":"Revenue","value":"in the range of $592 million to $598 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"7defd6dc79b813df2193c71d47f84c7a53b641b3","claim":"APPFOLIO INC reported second quarter ended June 30, 2023 results: revenue $147.1 million.","evidence_excerpt":"Revenue: Total revenue was $147.1 million in the second quarter of 2023, a 25% increase from $117.4 million in the second quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319523000096/0001433195-23-000096-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended June 30, 2023"},{"label":"Revenue","value":"$147.1 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"}