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I was surprised to see Expensify's revenue growth was only 8% YoY from 2019 to 2020. For comparison, Asana and GitLab had ~85% year-over-year growth on their S-1.

Granted, Expensify grew 60% over the last twelve months, but by their own account it was 'primarily due to a pricing change implemented in May 2020, which led to a gradual increase in per member price for our paid members"

Makes me wonder if they are being hit hard by the new entrants like Ramp, or if the pandemic had such a major impact on all expense management platforms as people travel less - especially on business?



Or people jumping ship because of the CEO's "muh fascism" email sent to all customers.


If anything, based on these numbers the email increased their sales. I highly doubt there’s an actual causation, but personally speaking having a CEO take a stance I agree with would have made me check out their product.


Their number of users was down considerably, listed in non-GAAP metrics.

They have a reasonable claim to blame COVID, but their story is basically one of successfully increasing price.




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