{"schema_version":"secwatch.filing_event.v1","accession":"0001433195-26-000062","form_type":"8-K","ticker":"APPF","cik":"0001433195","company_name":"APPFOLIO INC","filed_at":"2026-10-22T20:04:43+00:00","discovered_at":"2026-10-22T20:06:00.412132+00:00","generated_at":"2026-10-22T20:06:10.293148+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 Q3 revenue rises 19% to $296M; FY2026 revenue guidance raised to $1.122-$1.127B","bullets":["Revenue grew 19% year-over-year to $296 million; total units under management rose 8% to 9.8 million.","GAAP operating income $57M (19.4% of revenue), up 64% from $35M (14.1%) in Q3 2025; non-GAAP operating income $81M (27.3%), up 38% from $59M (23.5%).","Net cash from operating activities $97M, or 32.7% of revenue, versus $86M, or 34.5% of revenue, a year earlier.","FY2026 outlook: revenue raised to $1.122-$1.127B, non-GAAP operating margin 26.5%-27.5%, diluted shares ~36 million.","Chairman and CEO Shane Trigg cited customer adoption of the company's 'Real Estate Performance Management' platform; the release disclosed no EPS or net income figures."],"urls":{"canonical":"https://secwatch.observer/filing/0001433195-26-000062","json":"https://secwatch.observer/filing/0001433195-26-000062.json","markdown":"https://secwatch.observer/filing/0001433195-26-000062.md","text":"https://secwatch.observer/filing/0001433195-26-000062.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000062/0001433195-26-000062-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000062/appf-20261022.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-22T20:06:10.293148+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"}