Expensify (EXFY) earnings call transcripts

Management framed Q2 as evidence that New Expensify is gaining traction while Classic funds the transition, despite unresolved cohort timing.

Management framed Q1 as a profitable transition, with migration and product performance determining whether encouraging adoption signals become durable growth.

Management framed 2025 as an execution year, with migration nearly complete and AI, travel, cards, and product-led growth driving the next phase.