David Barrett

“Q3 was a quarter where the growth engine really started to show up in the numbers. New expensive revenue, the card, travel, our partner ecosystem, and our AI all All moved forward at the same time.”

“Q2 is a quarter where I think the product itself tells the story better than any single number could. We made real progress in AI, on product velocity, and as Ryan just covered in capital allocation, let me walk you through what that actually looked like for our customers.”

“I think the simplest way to frame Q1 is this. We're building a more durable, more profitable business today while setting ourselves up for a much stronger growth story tomorrow.”

“So it's been a really exciting quarter on the product side, and I want to walk through a few things: where we are in migration, some new stuff we're going around cards and growth, and then our AI story, which I think is getting really interesting.”

“It has been an incredibly exciting quarter for our product. To start, migration is key for us, as it directly influences our ability to transition existing customers to New Expensify.”