{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-26-000006","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2026-01-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.067673+00:00","generated_at":"2026-05-16T06:22:38.642214+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 Q4 revenue up 22% YoY to $248M; units grow 8% to 9.4M","bullets":["GAAP operating income $44M (17.6% of rev) vs $23M (11.3%) in Q4 2024.","Non-GAAP operating margin 24.9% of revenue, up from 20.2% a year ago.","FY2025 revenue $951M (+20% YoY); net cash from ops $242M (+29% YoY).","FY2026 revenue guidance $1.10B-$1.12B; non-GAAP op margin 25.5%-27.5%.","Total units under management 9.4M at year-end, up 8% YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-26-000006","json":"https://secwatch.observer/filing/0001433195-26-000006.json","markdown":"https://secwatch.observer/filing/0001433195-26-000006.md","text":"https://secwatch.observer/filing/0001433195-26-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000006/0001433195-26-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000006/appf-20260129.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T06:22:38.642214+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}