{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-24-000007","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2024-01-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.173294+00:00","generated_at":"2026-06-06T18:13:58.078626+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AppFolio Q4 revenue $171.8M (+39% YoY); guides FY2024 revenue $755-765M","bullets":["Q4 revenue $171.8M (+39% YoY); GAAP operating income $28.2M vs ($20.0M) loss.","FY 2023 revenue $620.4M (+31%); GAAP operating income $1.0M vs ($72.4M) loss.","Non-GAAP operating margin Q4 24.3%, FY 12.2%; free cash flow $73.6M (11.9% revenue).","FY 2024 guidance: revenue $755-765M, non-GAAP op margin 21-23%, FCF margin 17-19%.","Units under management 8.2M (+13% YoY)."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-24-000007","json":"https://secwatch.observer/filing/0001433195-24-000007.json","markdown":"https://secwatch.observer/filing/0001433195-24-000007.md","text":"https://secwatch.observer/filing/0001433195-24-000007.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319524000007/0001433195-24-000007-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319524000007/appf-20240125.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T18:13:58.078626+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":"3f07ddb5a1f1db65bcbd505cf2724adf85206105","claim":"APPFOLIO INC updated its fiscal year 2024 guidance (initiated).","evidence_excerpt":"Based on information available as of January 25, 2024, AppFolio's outlook for fiscal year 2024 follows: • Full year revenue is expected to be $755 million to $765 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319524000007/0001433195-24-000007-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2024"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"dc4529126f5b43b4eaa6a8ecb7c7d306175caef9","claim":"APPFOLIO INC reported financial results for the fourth quarter and fiscal year ended December 31, 2023.","evidence_excerpt":"On January 25, 2024 , AppFolio, Inc. (the “Company”) issued a press release announcing its financial results for its fourth quarter and fiscal year ended December 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319524000007/0001433195-24-000007-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and fiscal year ended December 31, 2023"},{"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"}