The earnings call highlighted significant growth in revenue and travel bookings, as well as successful customer acquisitions and AI advancements. However, financial challenges such as a net loss and migration hurdles were also evident.
Company Guidance
During the Expensify Q3 2025 earnings call, guidance was provided with several key metrics. The company reported a revenue of $35.1 million, with average paid members reaching 642,000 and total interchange at $5.4 million. Operating cash flow was $4.2 million, while free cash flow was $1.2 million. Despite a net loss of $2.3 million, the non-GAAP net income was $4.3 million, and adjusted EBITDA was recorded at $6.5 million. The company reiterated its fiscal year 2025 free cash flow guidance of $19 million to $23 million. Additionally, October's paid members rose to 653,000, indicating growth beyond the Q3 average.
Revenue and Membership Growth
Q3 revenue was $35.1 million with an increase in average paid members from 642,000 in Q3 to 653,000 in October, indicating a positive trend in user growth.
Expensify Travel Success
Travel bookings grew 36% from Q2 and 95% since Q1, highlighting significant traction for Expensify Travel.
Marquee Customer Wins
Expensify became the Official Travel and Expense partner of the Brooklyn Nets, showcasing the platform's expanding influence and appeal.
AI and Product Development
Significant advancements in AI integration, with a hybrid system combining AI and human support, enhancing the customer experience.
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
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
Nov 06, 2025
$1.57
$1.37
-12.74%
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%
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, Inc. (EXFY) report earnings?
Expensify, Inc. (EXFY) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
What is Expensify, Inc. (EXFY) earnings time?
Expensify, Inc. (EXFY) earnings time is at Feb 19, 2026, 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.