The earnings call revealed a balanced outlook with both positive growth metrics such as revenue, free cash flow, and travel expansion, alongside challenges including a GAAP net loss, slight decline in paid members, and economic uncertainties. The impact of the F1 movie promotion is yet to be fully realized but presents a potential future benefit.

Company Guidance -

Q3 2025

During Expensify's Q1 2025 earnings call, CFO Ryan Schaffer provided updated guidance for the company's financial outlook. The company reported a revenue of $36.1 million, marking an 8% increase year-on-year, with average paid members at 657,000. Key financial metrics included a GAAP net loss of $3.2 million and a non-GAAP net income of $4.8 million, while adjusted EBITDA was noted at $8.4 million. Expensify's free cash flow for the quarter was $9.1 million, reflecting a 75% year-on-year increase and a 45% rise quarter-on-quarter. Due to economic uncertainties and tariff impacts, Expensify revised its annual free cash flow guidance upward to a range of $17 million to $21 million from the previously stated $16 million to $20 million. The company also highlighted significant growth in its Expensify Card and travel services, with a 43% and a 166% increase year-on-year, respectively. Additionally, Expensify's strategic adjustments to its pricing model and the introduction of AI-driven features were discussed, alongside the anticipated promotional impact from their involvement in Formula One and an upcoming movie release.

Revenue Growth

The company's revenue was $36.1 million, reflecting an 8% increase year-on-year.

Free Cash Flow Increase

The free cash flow was $9.1 million, a significant 75% increase year-on-year and a 45% increase quarter-on-quarter.

Interchange Growth

Total interchange grew by 43% year-on-year.

Travel Segment Expansion

Expensify travel saw a 166% quarter-over-quarter increase in quarterly travel in Q1.

Spanish Language Support

The company announced full Spanish support in its product UI, messaging, and customer support.

AI and Product Enhancements

Completed AI features including conversational corrections and advanced policy violations detection. Initiated fraud reduction measures and virtual CFO functionality.

Successful Marketing Promotions

Expensify's F1 promotion led to a quadrupling of sign-ups after a specific event, highlighting effective marketing strategies.

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	―	―
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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