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Expensify Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0400 |
| EPS Surprise | 100.00% |
| Revenue estimate | 34.25M |
| Revenue actual | 33.969M |
| Revenue Surprise | -0.82% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.0400 |
| EPS actual | -$0.0300 |
| EPS Surprise | -175.00% |
| Revenue estimate | 35.5M |
| Revenue actual | 35.198M |
| Revenue Surprise | -0.85% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.0461 |
| EPS actual | $0.0400 |
| EPS Surprise | -13.27% |
| Revenue estimate | 35.495M |
| Revenue actual | 35.065M |
| Revenue Surprise | -1.21% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.0544 |
| EPS actual | -$0.0200 |
| EPS Surprise | -136.80% |
| Revenue estimate | 35.649M |
| Revenue actual | 35.764M |
| Revenue Surprise | 0.324% |
Last 4 Quarters for Expensify
Below you can see how EXFY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $1.94 |
| EPS estimate | $0.0544 |
| EPS actual | -$0.0200 |
| EPS surprise | -136.80% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $1.98 |
| Aug 04, 2025 | $2.03 |
| Aug 05, 2025 | $2.07 |
| Aug 06, 2025 | $1.98 |
| Aug 07, 2025 | $1.94 |
| Aug 08, 2025 | $1.71 |
| Aug 11, 2025 | $1.79 |
| Aug 12, 2025 | $1.80 |
| Aug 13, 2025 | $1.90 |
| 4 days before | -2.02% |
| 4 days after | -2.06% |
| On release day | -12.11% |
| Change in period | -4.04% |
| Release date | Nov 06, 2025 |
| Price on release | $1.57 |
| EPS estimate | $0.0461 |
| EPS actual | $0.0400 |
| EPS surprise | -13.27% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $1.63 |
| Nov 03, 2025 | $1.61 |
| Nov 04, 2025 | $1.58 |
| Nov 05, 2025 | $1.62 |
| Nov 06, 2025 | $1.57 |
| Nov 07, 2025 | $1.37 |
| Nov 10, 2025 | $1.36 |
| Nov 11, 2025 | $1.43 |
| Nov 12, 2025 | $1.40 |
| 4 days before | -3.68% |
| 4 days after | -10.83% |
| On release day | -12.74% |
| Change in period | -14.11% |
| Release date | Feb 26, 2026 |
| Price on release | $1.24 |
| EPS estimate | $0.0400 |
| EPS actual | -$0.0300 |
| EPS surprise | -175.00% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $1.30 |
| Feb 23, 2026 | $1.24 |
| Feb 24, 2026 | $1.24 |
| Feb 25, 2026 | $1.27 |
| Feb 26, 2026 | $1.24 |
| Feb 27, 2026 | $0.95 |
| Mar 02, 2026 | $0.93 |
| Mar 03, 2026 | $0.99 |
| Mar 04, 2026 | $1.02 |
| 4 days before | -4.62% |
| 4 days after | -17.74% |
| On release day | -23.38% |
| Change in period | -21.54% |
| Release date | May 07, 2026 |
| Price on release | $1.11 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0400 |
| EPS surprise | 100.00% |
| Date | Price |
|---|---|
| May 01, 2026 | $1.12 |
| May 04, 2026 | $1.12 |
| May 05, 2026 | $1.11 |
| May 06, 2026 | $1.10 |
| May 07, 2026 | $1.11 |
| May 08, 2026 | $1.03 |
| May 11, 2026 | $0.97 |
| May 12, 2026 | $0.97 |
| May 13, 2026 | $1.14 |
| 4 days before | -0.89% |
| 4 days after | 2.70% |
| On release day | -7.66% |
| Change in period | 1.79% |
Expensify Earnings Call Transcript Summary of Q1 2026
Key points for investors: Expensify reported Q1 2026 revenue of $34.0M, down 6% year-over-year, with average paid members of 632k (down 4% YoY). Interchange revenue (Expensify Card) grew 10% YoY to $5.5M. GAAP net loss was $2.3M; non-GAAP net income was $3.6M and adjusted EBITDA was $6.2M. Operating cash flow was $0.1M and free cash flow was $2.5M for the quarter (would have been roughly $5M excluding a one-time $2.6M legal payment related to a settled class action). Management reiterated full-year 2026 free cash flow guidance of $6M–$9M and emphasized a conservative outlook. April paid active members improved to 641k (above the Q1 average), which management views as an encouraging signal. Strategic and operational priorities: continuing migration from Expensify Classic to the new Expensify (about 60% migrated), accelerating the Bring Your Own Card (BYOC) strategy to reduce adoption friction, expanding partnerships (banks, ERPs, travel), delivering 30+ product improvements in Q1, and preparing major AI capabilities slated for June. Management is focused on hardening performance for larger customers, maintaining profitability and cash generation while investing in product velocity to drive a durable, long-term growth inflection.
