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Expensify, Inc.

For the period ended Sep 30, 2026. Filed Nov 5, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 5, 2026

EXFY$1.72-7.0%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Condensed Consolidated Statements of Operations

(unaudited, in thousands, except share and per share data)

Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Revenue, net$33,021$35,065$100,856$106,903
Cost of revenue, net18,08917,66753,42452,686
Gross margin14,93217,39847,43254,217
Operating expenses:
Research and development4,9524,90515,19915,421
General and administrative8,3029,81427,01130,054
Sales and marketing4,3544,93612,79122,824
Total operating expenses17,60819,65555,00168,299
Loss from operations(2,676)(2,257)(7,569)(14,082)
Other income, net367967401,309
Loss before income taxes(2,309)(2,161)(6,829)(12,773)
Provision for income taxes(1,026)(154)(2,694)(1,499)
Net loss$(3,335)$(2,315)$(9,523)$(14,272)
Net loss per share:
Basic and diluted$(0.04)$(0.03)$(0.10)$(0.15)
Weighted average shares of common stock used to compute net loss per share:
Basic and diluted91,529,43392,559,38193,555,31792,114,672

The accompanying notes are an integral part of these condensed consolidated financial statements.

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.