Recent 8-K filings for EXFY
Highest-materiality recent filing
Expensify Q3 2021 revenue $37.4M (+72.6% YoY); non-GAAP net income $19.9M excl. IPO bonus
- Revenue $37.4M (+72.6% YoY); net loss $(6.3)M due to $26.3M IPO bonus expense.
- Adjusted EBITDA $(6.5)M; excluding bonus $19.8M; operating cash flow $34.6M.
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Expensify Q2 revenue $33.9M (-5% YoY); net loss narrows to $3.9M; New Expensify ARR tops $10M
Revenue $33.9M, down 5% YoY; net loss $3.9M vs $8.8M loss last year; non-GAAP net income $3.4M.
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Expensify regains Nasdaq minimum bid price compliance
Received Nasdaq deficiency notice on Apr 17, 2026 for bid price below $1.00 for 30 days.
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Expensify shareholders approve reverse stock split and director elections at annual meeting
Proposal 4 to amend charter for reverse stock split and decrease in authorized shares approved: 508.7M For, 5.2M Against.
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Expensify commences $25M modified Dutch auction tender offer at $0.98-$1.20/share
Up to $25M aggregate purchase price; price range $0.98-$1.20 per share.
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Expensify Q1 revenue down 6% to $34M; interchange up 10%, paid members slip 4%
Net loss narrowed to $2.3M from $3.2M YoY; Non-GAAP net income $3.6M.
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Expensify receives Nasdaq deficiency notice for bid price below $1.00
Received deficiency letter on April 17, 2026 for non-compliance with minimum $1.00 bid price.
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Expensify Q4 revenue falls 5% YoY to $35.2M; net loss widens to $7.1M
Full-year FY2025 revenue $142.1M (+2% YoY); net loss $21.4M vs $10.1M prior year.
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Expensify COO and Director Anu Muralidharan Resigns; Carlos Alvarez Divo Appointed to Board
COO and board member Anu Muralidharan resigned effective Dec 29, 2025, citing no disagreement with company.
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Expensify Q3 2025 revenue $35.1M (-1% YoY); net loss $2.3M; interchange up 18%
Revenue $35.1M (-1% YoY); net loss $2.3M vs $2.2M YoY; non-GAAP net income $4.3M.
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Expensify enters into new LOC facility with CIBC, replacing prior loan agreement
$7.5M irrevocable standby LOC remains outstanding; no amounts drawn as of Oct 9, 2025.
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Expensify Q2 2025 revenue $35.8M (+7% YoY), net loss $8.8M, raises FY FCF guidance midpoint to $21M
Revenue $35.8M (+7% YoY); paid members 652k (-5% YoY).
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Expensify terminates undrawn credit facility with CIBC; no penalties incurred
Terminated Second Amended and Restated Loan and Security Agreement with CIBC on July 1, 2025.
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Expensify stockholders elect all eight director nominees, ratify auditor, approve say-on-pay
David Barrett, Ryan Schaffer, Anuradha Muralidharan, Jason Mills, Daniel Vidal, Timothy L. Christen, Ying (Vivian) Liu, Ellen Pao elected as directors with large majorities.
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Expensify Q1 revenue $36.1M (+8% YoY); raises FY 2025 FCF guidance to $17M-$21M
Revenue $36.1M (+8% YoY); net loss improved to $3.2M from $3.8M.
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Expensify replaces auditor EY with KPMG for FY2025; no prior disagreements
Audit Committee dismissed EY and engaged KPMG as independent auditor for fiscal year ending Dec 31, 2025.
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Expensify reports FY24 revenue $139.2M, net loss down 76%, launches $50M buyback
FY 2024 revenue $139.2M (-8% YoY); net loss $10.1M (down 76% from $41.5M). Adjusted EBITDA $39.4M, up 199% YoY.
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Expensify Q3 revenue down 3% to $35.4M, net loss narrows to $2.2M, raises FY FCF guide to $19-20M
Revenue $35.4M (-3% YoY); net loss $2.2M vs $17.0M last year; Non-GAAP net income $5.4M.
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Expensify repurchases 645,938 shares from Barrett Trust for $1.51M; repays mortgage
Repurchased 645,938 Class A shares at $2.33839/share from Barrett Trust LLC, total $1,510,456.
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Expensify reduces debt by $15.0M in July 2024, expects another $7.6M cut in August
Reduced debt by $15.0 million in July 2024.
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Expensify Q2 revenue down 14% to $33.3M; net loss narrows to $2.8M; interchange up 48%
Revenue $33.3M (-14% YoY); paid members 684k (-8% YoY); net loss improved to $2.8M from $11.3M.
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Expensify stockholders elect eight directors and ratify auditor at 2024 annual meeting
All eight director nominees (Barrett, Schaffer, Muralidharan, Mills, Vidal, Christen, Liu, Pao) elected with over 459M votes each.
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Expensify Q1 revenue down 16% to $33.5M; free cash flow improves to $5.2M
Revenue $33.5M (-16% YoY); net loss $3.8M (improved from $5.9M in Q1 2023).
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Expensify FY2023 revenue falls 11% to $150.7M, net loss widens to $41.7M; amends credit facility
Revenue $150.7M (down 11% YoY); Q4 revenue $35.2M (down 19% YoY).
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Expensify reduces authorized shares by 29,591 after retiring converted LT10/LT50 shares
Retired 284 shares of LT10 Common Stock and 29,307 shares of LT50 Common Stock converted to Class A upon forfeiture.
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Expensify Q3 revenue falls 14% YoY to $36.5M; net loss widens to $17M
Revenue $36.5M, down 14% YoY; paid members 719K, down 6%.
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Expensify Q2 revenue down 10% to $38.9M; net loss widens to $11.3M
Revenue $38.9M (down 10% YoY); net loss $11.3M vs $8.0M loss in Q2 2022.
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Expensify retires 1,328 shares of converted LT common stock, reduces authorized capital
Filed Certificate of Retirement to retire 1,249 LT10 shares and 79 LT50 shares converted into Class A common stock.
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Expensify retires 588 LT10 shares; stockholders elect directors and ratify auditor
Retired 588 shares of LT10 common stock converted into Class A, reducing authorized capital stock by 588 shares.
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Expensify Q1 revenue down 1% to $40.1M; free cash flow $10.2M
Revenue $40.1M (-1% YoY); net loss $5.9M vs $7.4M loss prior year.
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Expensify FY2022 revenue up 19% to $169.5M; operating cash flow $32.9M
Full year revenue $169.5M (+19% YoY); Q4 revenue $43.5M.
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Expensify retires 735 shares of LT10 common stock, reduces authorized shares
Filed Certificate of Retirement to retire 735 shares of LT10 Common Stock converted to Class A Common Stock.
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Expensify retires 150 LT50 common shares after conversion, reducing authorized count
Filed Certificate of Retirement with Delaware to retire 150 LT50 shares converted to Class A common stock.
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Expensify Q3 revenue $42.5M (+13% YoY), net loss $8.2M; plans $6M additional buyback
Revenue $42.5M (+13% YoY); paid members 761K (+14%).
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Revenue $43.2M (+22% YoY); interchange from Expensify Card up 142% YoY.
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Expensify Q2 revenue $43.2M (+22% YoY); paid members at 754k, above pre-pandemic levels
Revenue $43.2M (+22% YoY); interchange from Expensify Card up 142% YoY.
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Expensify retires 1,769 LT10 shares, reduces authorized capital
Filed Certificate of Retirement on Aug 4, 2022 to retire 1,769 LT10 common shares converted to Class A upon forfeiture.
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Expensify shareholders elect eight directors and ratify EY as auditor at 2022 annual meeting
All eight director nominees elected with >407 million votes each; broker non-votes ~1.7 million.
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Expensify increases CEO, CFO, COO compensation targets effective March 2022
CEO David Barrett's target raised from $4,461,099 to $4,934,439.
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Expensify retires 830 shares of LT50 common stock, reduces authorized capital
Filed Certificate of Retirement with Delaware Secretary of State on May 27, 2022.
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Expensify Q1 revenue $40.4M (+36%), Free Plan users +183% Q/Q; $50M buyback
Revenue $40.4M (+36% YoY); adj. EBITDA $11.0M (27% margin); op. cash flow $11.2M (28% margin).
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Expensify retires 670 shares of LT10 Common Stock, reduces authorized capital by 670 shares
Filed Certificate of Retirement with Delaware Secretary of State on April 26, 2022, retiring 670 shares of LT10 Common Stock.
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Expensify Q4 revenue $40.4M (+56% YoY); full year $142.8M (+61.8%); net loss due to IPO bonus
Revenue Q4 $40.4M (+56% YoY); full year $142.8M (+61.8%).
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Expensify reports 56% Q4 revenue growth; Free Plan adoption drives paid member surge
Q4 revenue $40.4M (+56% YoY); FY21 revenue $142.8M (+61.8% YoY).
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Expensify Q3 2021 revenue $37.4M (+72.6% YoY); non-GAAP net income $19.9M excl. IPO bonus
Revenue $37.4M (+72.6% YoY); net loss $(6.3)M due to $26.3M IPO bonus expense.
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Expensify closes IPO of 11.19M shares at $27; gross proceeds ~$70.4M
Total IPO of 11,190,392 Class A shares priced at $27.00 per share.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.85 · Median 0.65 · Most common event earnings