The earnings call presented a mix of positive achievements and challenges. Revenue and free cash flow showed significant growth, and brand awareness increased notably. However, the company faced a net loss, and the immediate impact of the F1 movie on customer acquisition was limited. Despite the losses, the company's strategic initiatives and global expansion efforts indicate a positive outlook.

Company Guidance -

Q3 2025

During Expensify's Q2 2025 earnings call, CFO Ryan Schaffer reported revenue of $35.8 million, an increase from the previous year, with average paid members at 652,000. The company saw total interchange rise to $5.3 million and achieved an operating cash flow of $8.9 million and a free cash flow of $6.3 million, noting a 10% increase from the prior year. Despite a net loss of $8.8 million, the non-GAAP net loss was reduced to $1.9 million, and adjusted EBITDA was a negative $1.4 million, affected by the release of their movie project. Expensify increased its annual free cash flow guidance to $19 million to $23 million. The call also highlighted the extensive exposure from their logo's appearance in a movie, estimating over 1.3 billion minutes of screen time and $61 million in earned media value. The company reported a significant 350% increase in brand awareness among the 18-24 demographic. Additionally, Expensify is expanding its service capabilities, including support for 10,000 banks globally, and is enhancing its AI-driven Concierge tool. Expensify Travel saw a 44% increase in the last quarter, indicating strong growth potential.

Record Revenue Growth

Revenue was $35.8 million, showing an increase year-on-year. Average paid members were 652,000, and total interchange was $5.3 million, also up year-on-year.

Positive Free Cash Flow

Free cash flow was $6.3 million, representing a 10% increase from last year. The company raised its annual free cash flow guidance to $19 million to $23 million.

Significant Brand Awareness Increase

Brand awareness increased significantly, with over a 50% increase in the core demographic (ages 18 to 54) and a 350% increase among ages 18 to 24.

Expansive Global Presence

Expansify added support for over 10,000 banks globally and expanded the Expensify card to work in the UK and EU.

Expensify Travel Growth

Expensify Travel showed a 44% increase in the last quarter, outperforming the initial days of the Expensify Card.

Expensify (EXFY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EXFY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.05 / -	0.067	―	―	―
Aug 07, 2025	2025 (Q2)	<0.01 / -0.03	0.067	-137.31% (-0.09)
May 08, 2025	2025 (Q1)	0.06 / 0.06	0.044	29.55% (+0.01)
Feb 27, 2025	2024 (Q4)	0.07 / 0.10	0.037	175.68% (+0.07)
Nov 07, 2024	2024 (Q3)	0.06 / 0.07	-0.082	181.71% (+0.15)
Aug 08, 2024	2024 (Q2)	0.04 / 0.07	-0.012	658.33% (+0.08)
May 09, 2024	2024 (Q1)	0.04 / 0.04	0.05	-12.00% (>-0.01)
Feb 22, 2024	2023 (Q4)	-0.05 / 0.04	0.088	-57.95% (-0.05)
Nov 07, 2023	2023 (Q3)	0.02 / -0.08	0.063	-230.16% (-0.15)
Aug 08, 2023	2023 (Q2)	0.05 / -0.01	0.075	-116.00% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EXFY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$1.94	$1.70	-12.37%
May 08, 2025	$3.06	$2.38	-22.22%
Feb 27, 2025	$3.22	$3.88	+20.50%
Nov 07, 2024	$1.98	$2.45	+23.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Expensify (EXFY) report earnings?

Expensify (EXFY) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Expensify (EXFY) earnings time?

Expensify (EXFY) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EXFY EPS forecast?

EXFY EPS forecast for the fiscal quarter 2025 (Q3) is 0.05.

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