NASDAQ$MNY

Moneyhero Ltd-A · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

MoneyHero CEO letter highlights Q3 revenue growth to $21.1M and narrowing Adjusted EBITDA loss as strategic reset gains traction

MoneyHero Limited filed a strategic shareholder update in lieu of a traditional earnings press release, with CEO Rohith Murthy outlining the company's path toward sustained Adjusted EBITDA profitability in 2026. The letter embeds IFRS results for Q3 2025 ended September 30: net revenue of $21.1 million, up from $18.0 million in Q2 and $14.3 million in Q1, though net loss widened to $3.5 million from a $0.2 million profit in Q2 due to non-cash fair-value and FX items. Adjusted EBITDA loss narrowed sequentially to $1.8 million from $2.0 million in Q2 and $3.3 million in Q1, while the cost-to-income ratio improved to 55% from 83% in Q1. Management emphasized margin discipline over headline revenue growth, citing insurance, wealth, and lending mix shift, Project Odyssey AI automation (70–80% of service queries automated since Q3 launch), and geographic diversification across Singapore, Hong Kong, Taiwan, and the Philippines.

  • Q3 2025 net revenue was $21.1M versus $20.9M in Q3 2024; nine-month revenue totaled $53.5M versus $63.8M a year earlier as the company prioritized margin quality over volume.
  • Net loss was $3.5M in Q3 versus a $5.7M profit in Q3 2024; Adjusted EBITDA loss narrowed to $1.8M from $5.5M in the prior-year quarter.
  • Sequential momentum improved through 2025: revenue rose each quarter (Q1 $14.3M, Q2 $18.0M, Q3 $21.1M) and Adjusted EBITDA loss shrank from $3.3M in Q1 to $1.8M in Q3.
  • Cost-to-income ratio fell to 55% in Q3 from 64% in Q2 and 83% in Q1; management targets sustained Adjusted EBITDA profitability in 2026 with high-margin verticals above 25% of revenue.
  • Platform reached ~5.1M monthly unique users and 260+ commercial partners as of September 30, 2025, with Project Odyssey automating most customer-service queries.

Headline financials

Total Revenue

$21.1M

No prior period
EPS (adj)

-$0.10

No prior period
Adjusted EBITDA margin

-8.4%

No prior period
Cost-to-income ratio

55.0%

No prior period
Monthly Unique Users

5.1M

No prior period
Adjusted EBITDA

-$1.78M

No prior period
Net Income

-$3.47M

No prior period
Operating Income

-$1.91M

No prior period

Revenue & EPS history

Moneyhero · Revenue · Quarterly

$21.1M

Q3 2026
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

Management targets sustained Adjusted EBITDA profitability in 2026, raising high-margin insurance, wealth, and lending to over 25% of revenue, scaling Project Odyssey AI automation across all markets, and maintaining strict capital allocation discipline while evaluating tuck-in M&A.

Tailwinds

  • Insurance, wealth, and lending positioned as higher-margin recurring revenue engines.
  • Project Odyssey AI automation expected to expand operating leverage without proportional headcount growth.
  • Singapore and Hong Kong remain profit engines; Philippines normalization and Taiwan stabilization support multi-market profitability.

Headwinds

  • Share price remains deeply undervalued relative to fintech peers, per management, creating investor-confidence risk.
  • Reported net revenue can understate underlying demand because customer incentives are netted against revenue under IFRS.
  • Company still reporting net losses on an IFRS basis despite narrowing Adjusted EBITDA losses.

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-1.9%

Avg return

Earnings day

-4.9%

Avg return

5 days after

-7.1%

Avg return

30 days after

22%

4 / 18 earnings

Positive

+6.6%

Q4 2024

Best reaction

-17.9%

Q3 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2024
Q1 2026+0.0%-13.1%
Q4 2026+0.0%+8.4%+1.5%
Q3 2026-17.9%-20.0%-21.9%
Q2 2025-17.4%-32.4%-49.1%
Q1 2025-2.5%+0.0%+30.9%
Q4 2024+6.6%+0.6%-6.1%
Q3 2023-0.3%-20.3%-57.3%
Q2 2023+0.0%+0.0%+0.7%
Q1 2023+0.0%-0.1%-0.4%
Q4 2022+0.0%+0.2%+0.9%
Q3 2022+0.0%+0.1%-1.6%
Q2 2022+0.0%+0.0%+0.4%
Q1 2022+0.0%+0.2%+0.3%
Q4 2021+0.1%+0.2%+0.0%
Q3 2021-0.3%-0.2%+2.3%
Q2 2021-0.1%+0.3%-3.6%
Q1 2021+1.7%+0.9%-2.1%
Q4 2020-3.6%-13.1%-15.0%

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