Every material Form 8-K Expensify, Inc. has filed with the SEC since May 29, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Expensify reported third-quarter 2026 revenue of $33.0 million, down 6% from a year earlier, and a net loss of $3.3 million, wider than the $2.3 million loss a year earlier. The company raised its fiscal 2026 free cash flow guidance by $1.5 million to a range of $13.5 million to $15.5 million, citing strong cash generation and repurchases of 722,121 shares for about $1.3 million.
Q3 2026 revenue was $33.0 million, down 6% year over year; net loss was $3.3 million, or $0.04 per share, versus $2.3 million, or $0.03 per share, a year earlier.
Free cash flow was $3.3 million in the quarter, and operating cash flow was $4.0 million.
Fiscal 2026 free cash flow guidance raised to $13.5 million to $15.5 million, up $1.5 million at the low and high ends.
Paid members were 630,000, down 2% year over year; trips booked through Expensify Travel grew 40% year over year.
Expensify reported second-quarter 2026 revenue of $33.9 million, down 5% from a year earlier, while its net loss narrowed to $3.9 million from $8.8 million. The company also repurchased about 6.8 million Class A shares, roughly a 7% reduction in shares outstanding, and guided to free cash flow of $12.0 million to $14.0 million for fiscal 2026.
Q2 2026 revenue was $33.9 million, down 5% from the same period last year; net loss was $3.9 million versus $8.8 million a year earlier
Adjusted EBITDA was $6.6 million and free cash flow was $6.4 million for the quarter
Paid members were 640,000, down 2% year over year
Share repurchases totaled about 6.8 million Class A shares, including a $25 million modified Dutch auction tender offer at $1.20 per share
Nasdaq told Expensify on May 28, 2026 that the company has regained compliance with the $1.00 minimum bid price requirement and that the matter is closed. The Class A stock closed at $1.00 or higher for the 10 consecutive business days from May 13 to May 27, 2026, resolving a deficiency notice received April 17, 2026.
Nasdaq deficiency notice received April 17, 2026 for closing bid price below $1.00 for 30 consecutive business days
Nasdaq confirmed on May 28, 2026 that the stock closed at $1.00 or higher from May 13 to May 27, 2026
Nasdaq considers the minimum bid price matter closed
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Expensify, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →