George [Analyst]'s questions to Expensify Inc (EXFY) leadership • Q2 2025
Question
George from Citi inquired about the timeline for converting the increased brand awareness from the F1 movie into paying users and asked about the impact of Google's AI-driven search algorithm changes on Expensify's product-led growth model.
Answer
CFO Ryan Schaffer explained that the movie's financial impact is expected in future quarters, as it was released at the very end of Q2, and positioned it as a long-term brand play. CEO David Barrett added that Expensify's historical investment in SEO has positioned it favorably within AI training data, making it a top recommendation in AI chat tools, thus mitigating negative search algorithm impacts.