{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-26-000056","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2026-07-23T20:06:27+00:00","discovered_at":"2026-07-23T20:07:00.248548+00:00","generated_at":"2026-07-23T20:07:07.641892+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 Q2 revenue $281M (+19% YoY); crosses $1B TTM; raises FY guidance","bullets":["Revenue $281M (+19% YoY); total units under management 9.6M (+8% YoY).","GAAP operating income $53M (18.8% rev) vs $41M (17.2%) in Q2 2025; non-GAAP op income $76M (27.1% rev).","Operating cash flow $88M (31.2% rev) vs $53M (22.3%) in Q2 2025.","FY2026 revenue guidance raised to $1.117-1.127B; non-GAAP op margin raised to 26.5%-28.0%.","Crossed $1B in revenue on trailing twelve-month basis for first time."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-26-000056","json":"https://secwatch.observer/filing/0001433195-26-000056.json","markdown":"https://secwatch.observer/filing/0001433195-26-000056.md","text":"https://secwatch.observer/filing/0001433195-26-000056.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000056/0001433195-26-000056-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000056/appf-20260723.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-23T20:07:07.641892+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"}