Expensify, Inc. (EXFY) FY2025 10-K Annual Report

Filed: Feb 26, 2026
Information Technology
Services-Prepackaged SoftwareSEC EDGAR

Expensify, Inc. (EXFY) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Expensify, Inc. FY2025 10-K Analysis

Business Overview

  • Core business: cloud-based, employee-focused expense management platform simplifying financial workflows for SMBs and enterprises globally
  • New emphasis on expanding platform features beyond expense reports: bill payment, invoicing, and travel booking within one integrated app
+3 more insights

Management Discussion & Analysis

  • Revenue $142.1M, up 2% YoY from $139.2M in 2024, driven by increased interchange revenue from updated card program
  • Gross margin 50% vs 54% in 2024, decreased due to higher cost of revenue ($70.6M, +10% YoY) and reduced legacy card program consideration
+5 more insights

Risk Factors

  • Regulatory risk from SEC enforcement and reporting compliance requirements impacting disclosure accuracy and timeliness
  • Macroeconomic exposure to demand volatility across platform features affecting revenue and cash flow stability
+3 more insights

Expensify, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$142M

+2.1% YoY

Net Income

-$21M

-112.7% YoY

Gross Margin

50.3%

-353bp YoY

Operating Margin

-12.7%

-1209bp YoY

Net Margin

-15.1%

-783bp YoY

ROE

-16.1%

-827bp YoY

Total Assets

$186M

+7.1% YoY

EPS (Diluted)

$-0.23

-91.7% YoY

Operating Cash Flow

$20M

-15.9% YoY

Source: XBRL data from Expensify, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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