earnings
confidence high
sentiment neutral
materiality 0.65
Expensify Q3 2025 revenue $35.1M (-1% YoY); net loss $2.3M; interchange up 18%
Expensify, Inc.
2025-Q3 EPS
reported -$0.15
vs consensus $0.06
▼ miss
(-368.8%)
- Revenue $35.1M (-1% YoY); net loss $2.3M vs $2.2M YoY; non-GAAP net income $4.3M.
- Expensify Card interchange $5.4M (+18% YoY); Travel bookings up 36% QoQ.
- Paid members 642,000 (-6% YoY); reaffirms FY'25 FCF guidance $19M-$23M.
- Repurchased 1.58M shares for ~$3.0M; named Official T&E partner of Brooklyn Nets.
- Launched Concierge AI, Hybrid Multi-Modal Contextual Expense Agent.