Recent 8-K filings for EXFY

• May 29, 2026, 5:15 PM ET regulatory materiality 0.65 positive item 8.01

  Expensify regains Nasdaq minimum bid price compliance

  Received Nasdaq deficiency notice on Apr 17, 2026 for bid price below $1.00 for 30 days.

• May 26, 2026, 5:54 PM ET other material materiality 0.60 neutral item 5.07 ◈ Shareholder Votes ×4

  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.

• May 13, 2026, 6:01 AM ET other material materiality 0.75 positive item 7.01item 9.01

  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.

• May 7, 2026, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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.

• April 21, 2026, 7:59 PM ET regulatory materiality 0.75 negative item 3.01 ◈ Listing & Compliance Notices

  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.

• February 26, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  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.

• December 30, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01

  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.

• November 6, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  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.

• August 7, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  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).

• May 8, 2025, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 7.01item 9.01

  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.

• February 27, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 8.01item 9.01

  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.

• November 7, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  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.

• September 3, 2024, 7:59 PM ET other material materiality 0.60 neutral item 1.02item 8.01item 9.01

  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.

• August 8, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  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.

• May 9, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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).

• February 22, 2024, 6:59 PM ET earnings materiality 0.75 negative item 1.01item 2.02item 2.03item 7.01item 9.01 ◈ Earnings Releases ×2◈ Debt Financings◈ Material Agreements

  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).

• November 8, 2023, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 7.01item 9.01

  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%.

• August 8, 2023, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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.

• May 9, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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.

• February 23, 2023, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify FY2022 revenue up 19% to $169.5M; operating cash flow $32.9M

  Full year revenue $169.5M (+19% YoY); Q4 revenue $43.5M.

• November 10, 2022, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify Q3 revenue $42.5M (+13% YoY), net loss $8.2M; plans $6M additional buyback

  Revenue $42.5M (+13% YoY); paid members 761K (+14%).

• August 11, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Expensify Q2 revenue $43.2M (+22% YoY); net loss $(8.0)M vs profit prior year; paid members rebound to 754k

  Revenue $43.2M (+22% YoY); interchange from Expensify Card up 142% YoY.

• August 11, 2022, 7:59 PM ET earnings materiality 0.70 positive item 7.01item 9.01

  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.

• May 12, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 8.01item 9.01

  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).

• March 31, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 7.01item 9.01

  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%).

• March 30, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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).

• December 16, 2021, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  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.

• November 15, 2021, 6:59 PM ET other material materiality 0.80 positive item 5.03item 8.01item 9.01

  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 0.62 · Most common event earnings

13 positive 4 negative 27 neutral

source · EXFY on sec.gov