EXFY · Expensify, Inc.
$2.30
+0.08 (+3.60%)
At close · Aug 14
Market Cap
$209.73M
Shares
91.19M
Expensify, Inc. Earnings Call Transcripts
Every quarterly earnings call for Expensify, Inc. (EXFY) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲13.5%
$42.49M
−$8.24M
'22 Q3
22-11-10
▲7.7%
$43.47M
−$3.40M
'22 Q4
23-02-23
▼0.7%
$40.10M
−$5.95M
'23 Q1
23-05-09
▼9.9%
$38.88M
−$11.30M
'23 Q2
23-08-08
▼14.1%
$36.49M
−$17.00M
'23 Q3
23-11-08
▼19%
$35.21M
−$7.20M
'23 Q4
24-02-22
▼16.4%
$33.53M
−$3.78M
'24 Q1
24-05-09
▼14.4%
$33.29M
−$2.76M
'24 Q2
24-08-08
▼3%
$35.41M
−$2.20M
'24 Q3
24-11-07
▲5.1%
$37.00M
−$1.31M
'24 Q4
25-02-27
▲7.6%
$36.07M
−$3.17M
'25 Q1
25-05-08
▲7.4%
$35.76M
−$8.79M
'25 Q2
25-08-07
▼1%
$35.06M
−$2.31M
'25 Q3
25-11-06
▼4.9%
$35.20M
−$7.12M
'25 Q4
26-02-26
▼5.8%
$33.97M
−$2.34M
'26 Q1
26-05-07
LATEST
▼5.3%
$33.87M
−$3.85M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Expensify, Inc. Second Quarter 2026 Earnings Call
Positive tone
New Expensify growth strategy
Travel and enterprise expansion
Card and payment volumes
Revenue
$33.87M
▼ 5.3% YoY Diluted EPS
$-0.04
Gross margin
48.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Expensify, Inc. Q1 FY2026 Earnings Call
Positive tone
Customer migration from Classic to new Expensify
New Expensify product velocity
Profitability and cash flow
Revenue
$33.97M
▼ 5.8% YoY Diluted EPS
$-0.02
Gross margin
47.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Expensify, Inc. Q4 FY2025 Earnings Call
Positive tone
Platform migration to New Expensify
AI strategy and Concierge
Free cash flow guidance and investment
Revenue
$35.20M*
▼ 4.9% YoY Gross margin
49.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Expensify, Inc. Q3 FY2025 Earnings Call
Positive tone
New Expensify migration
Customer support cost savings
Expensify Travel growth
Revenue
$35.06M
▼ 1% YoY Diluted EPS
$-0.03
Gross margin
49.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Expensify, Inc. Q2 FY2025 Earnings Call
Revenue
$35.76M
▲ 7.4% YoY Diluted EPS
$-0.10
Gross margin
51.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Expensify, Inc. Q1 FY2025 Earnings Call
Positive tone
Free cash flow and guidance
Formula One marketing
Simplified Collect pricing
Revenue
$36.07M
▲ 7.6% YoY Diluted EPS
$-0.03
Gross margin
50.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Expensify, Inc. Q4 FY2024 Earnings Call
Positive tone
AI Strategy and Concierge
Free Cash Flow and Profitability
Debt Reduction and Capital Allocation
Revenue
$37.00M*
▲ 5.1% YoY Gross margin
51.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Expensify, Inc. Q3 FY2024 Earnings Call
Confident tone
New Expensify product / 80-20 automation
Expensify Card and interchange
Free cash flow guidance
Revenue
$35.41M
▼ 3% YoY Diluted EPS
$-0.02
Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Expensify, Inc. Q2 FY2024 Earnings Call
Positive tone
Travel vertical expansion
Expensify Card and interchange
Topline growth headwinds
Revenue
$33.29M
▼ 14.4% YoY Diluted EPS
$-0.03
Gross margin
56.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Expensify, Inc. Q1 FY2024 Earnings Call
Positive tone
Paid members / churn softness
Corporate travel product launch
Free cash flow and cost cutting
Revenue
$33.53M
▼ 16.4% YoY Diluted EPS
$-0.04
Gross margin
56.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Expensify, Inc. Q4 FY2023 Earnings Call
Positive tone
Paid seat contraction from customer headcount
Expensify Card and interchange program
Cost-cutting and profitability turnaround
Revenue
$35.21M*
▼ 19% YoY Gross margin
53.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Expensify, Inc. Q3 FY2023 Earnings Call
Revenue
$36.49M
▼ 14.1% YoY Diluted EPS
$-0.21
Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
Expensify, Inc. Q2 FY2023 Earnings Call
Revenue
$38.88M
▼ 9.9% YoY Diluted EPS
$-0.14
Gross margin
56.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Expensify, Inc. Q1 FY2023 Earnings Call
Revenue
$40.10M
▼ 0.7% YoY Diluted EPS
$-0.07
Gross margin
60.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Expensify, Inc. Q4 FY2022 Earnings Call
Revenue
$43.47M*
▲ 7.7% YoY Gross margin
62.9%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-10
Expensify, Inc. Q3 FY2022 Earnings Call
Revenue
$42.49M
▲ 13.5% YoY Diluted EPS
$-0.10
Gross margin
61.0%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-11
Expensify, Inc. Q2 FY2022 Earnings Call
Revenue
$43.16M
▲ 22.3% YoY Diluted EPS
$-0.10
▼ 300% YoY Gross margin
63.2%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-12
Expensify, Inc. Q1 FY2022 Earnings Call
Revenue
$40.37M
▲ 35.8% YoY Diluted EPS
$-0.09
▼ 250% YoY Gross margin
65.0%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-30
Expensify, Inc. Q4 FY2021 Earnings Call
Revenue
$40.36M*
Gross margin
50.6%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-12-16
Expensify, Inc. Q3 FY2021 Earnings Call
Revenue
$37.45M
▲ 72.6% YoY Diluted EPS
$-0.18
Gross margin
51.4%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–20 of 20 earnings calls
Key facts
CIK
1476840
CUSIP
30219Q106
13F (30d)
95 filings
95 filers
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