EXFY
Expensify, Inc.
Overview
Expensify provides cloud-based expense management software that helps businesses of all sizes automate receipt scanning, expense approval, reimbursement, and related financial tasks.
Expensify, Inc is a Technology company operating in Software - Application with a $158.2M market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
19 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-094 Q&A exchanges
- Q4 FY2025Earnings2026-02-26
- Q3 FY2025Earnings2025-11-074 Q&A exchanges
- Q2 FY2025Earnings2025-08-088 Q&A exchanges
- Q1 FY2025Earnings2025-04-246 Q&A exchanges
- Q4 FY2024Earnings2025-02-2722 Q&A exchanges
- Q3 FY2024Earnings2024-11-0912 Q&A exchanges
- Q2 FY2024Earnings2024-08-1022 Q&A exchanges
- Q1 FY2024Earnings2024-05-099 Q&A exchanges
- Q4 FY2023Earnings2024-02-2421 Q&A exchanges
- Q3 FY2023Earnings2023-11-0817 Q&A exchanges
- Q2 FY2023Earnings2023-08-1317 Q&A exchanges
- Q1 FY2023Earnings2023-05-1216 Q&A exchanges
- Q4 FY2022Earnings2023-02-2316 Q&A exchanges
- Q3 FY2022Earnings2022-11-1029 Q&A exchanges
- Q2 FY2022Earnings2022-08-1213 Q&A exchanges
- Q1 FY2022Earnings2022-05-1228 Q&A exchanges
- Q4 FY2021Earnings2022-03-3040 Q&A exchanges
- Q3 FY2021Earnings2021-12-1626 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $0.02—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $0.02 | — | — | — | — | EODHD |
Source: EODHD. EXFY reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks EXFY's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.11 | $1.89 | +11.4% | +5.8% | +3.1% |
| Q4 FY2026 | $2.10 | $1.90 | +10.7% | -2.0% | -2.2% |
| Q3 FY2026 | $2.02 | $1.83 | +10.2% | +1.0% | +2.1% |
| Q2 FY2026 | $1.92 | $1.82 | +5.4% | -1.8% | +1.0% |
| Q1 FY2025 | $2.22 | $1.94 | +14.3% | +0.8% | +1.3% |
| Q4 FY2025 | $2.27 | $1.91 | +18.6% | +5.9% | +7.8% |
| Q3 FY2025 | $1.95 | $1.74 | +12.3% | +1.1% | +2.5% |
| Q2 FY2025 | $2.15 | $1.86 | +15.4% | +8.9% | +11.7% |
| Q1 FY2024 | $2.25 | $1.87 | +20.5% | -0.5% | -3.3% |
| Q4 FY2024 | $2.04 | $1.94 | +5.0% | +9.1% | +10.8% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- David Michael BarrettCEO1 yrno recorded callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- Ryan SchafferCFO1 yr18 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Anuradha MuralidharanCOO1 yr9 callsCurrentSample
COO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for EXFY.
$ curl https://api.spokenalpha.com/v1/companies/EXFYFAQ
Frequently asked about EXFY
Where can I find Expensify, Inc.'s (EXFY) earnings call transcripts?
Spoken Alpha indexes EXFY's earnings call transcripts at https://spokenalpha.com/companies/EXFY. Each call links to attributed speakers and parsed analyst Q&A. Expensify, Inc.'s own investor relations page is at https://investor.expensify.com/.
When was Expensify, Inc.'s most recent earnings call?
Expensify, Inc. (EXFY) held its most recent earnings call on 2026-05-09, covering fiscal Q1 2026.
What sector is EXFY in?
Expensify, Inc. (EXFY) operates in the Technology sector (Software - Application industry).