NASDAQ$DAVE

Dave Inc. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Dave reported Q1 2026 operating revenues of $158.4M and net income of $57.9M, or $4.31 basic EPS, on stronger ExtraCash and membership economics.

Dave generated total operating revenues, net, of $158.4 million (+47% YoY) and net income of $57.9 million, or $4.31 per basic share, versus $28.8 million and $2.19. Service-based revenue was $147.6 million; provision for credit losses rose with member growth. Management highlighted improved customer acquisition cost and payback periods.

  • Operating revenues, net $158.4M (+47% YoY).
  • Net income $57.9M; basic EPS $4.31.
  • Service-based revenue $147.6M; transaction-based $10.8M.
  • Fintech member growth and credit loss provisioning in focus.

Headline financials

Total Revenue

$158M

Previous: $108M+46.7%
EPS (adj)

$4.31

Previous: $2.48+73.8%
Capital Expenditures

-$19K

Previous: -$37K+48.6%
Net Income

$57.9M

Previous: $28.8M+101.2%

Revenue & EPS history

Dave · Revenue · Quarterly

$158M

Q1 2026+46.7%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for DAVE. Management commentary in MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the quarterly filing.
  • Segment or product trends are disclosed where applicable to the business model.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items, impairments, or fair-value marks may distort quarterly comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+6.5%

Avg return

Earnings day

+6.5%

Avg return

5 days after

+2.6%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+52.6%

Q3 2024

Best reaction

-10.4%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.6%-8.3%-6.3%
Q4 2025+5.1%+9.2%-13.2%
Q3 2025-2.2%-1.9%-12.5%
Q1 2025+41.3%+68.6%+105.5%
Q4 2024-4.9%-12.3%-16.5%
Q3 2024+52.6%+35.1%+45.1%
Q2 2024-6.3%-8.3%+10.7%
Q1 2024+9.1%+5.5%-21.1%
Q4 2023+44.4%+64.4%+72.5%
Q3 2023+4.7%-2.2%+17.6%
Q2 2023+0.3%+11.2%+5.6%
Q1 2023-8.5%-6.0%+11.3%
Q4 2022-8.3%-16.4%-31.7%
Q3 2022+21.4%+21.4%+25.7%
Q2 2022-10.4%-16.3%-34.5%
Q1 2022+2.0%+12.9%-56.9%
Q4 2021-5.4%-28.0%-50.5%
Q3 2021+0.1%-0.4%-0.4%
Q2 2021+0.1%-0.2%+1.1%
Q1 2021+1.6%+1.6%+1.6%
Q4 2020
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Q4 2018
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Q4 2013
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Q4 2012
Q3 2012
Q2 2012

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