Filing Flows › Dave (DAVE) › Guidance history
Dave (DAVE) guidance history: what it guided and what it reported
Dave gave guidance in 12 earnings releases on file since May 7, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.6% against the guided midpoint. Its releases raised guidance 10 times and lowered it once.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $460M–$475M (May 8, 2025) → raised $505M–$515M (Aug 6, 2025) → raised $544M–$547M (Nov 4, 2025) | $554M | above the range | +1.6% |
| FY2024 | $340M–$343M (Nov 12, 2024) | $347M | above the range | +1.6% |
Adjusted gross margin
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 72.0% (Aug 5, 2026) | — | to be reported | — |
EBITDA
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $290M–$305M (Mar 2, 2026) → reaffirmed $290M–$305M (May 5, 2026) | — | to be reported | — |
| FY2025 | $215M–$218M (Nov 4, 2025) | — | — | — |
EPS
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $14.00–$15.00 (Mar 2, 2026) → reaffirmed $14.00–$15.00 (May 5, 2026) | — | to be reported | — |
Adjusted EBITDA
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2024 | $30.0M–$40.0M (May 7, 2024) → raised $40.0M–$50.0M (Aug 6, 2024) → raised $71.0M–$74.0M (Nov 12, 2024) | — | — | — |
The latest quarter
Dave, Q3 2026: revenue $198M (+31% year over year), operating margin 37.7%, net earnings $63.8M, operating cash flow $81.4M. The chart follows the revenue to costs, profit and cash.
Questions
Does Dave beat its guidance?
Dave gave guidance in 12 earnings releases on file since May 7, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.6% against the guided midpoint.
How often does Dave raise guidance?
Its earnings releases raised guidance 10 times and lowered it once since May 7, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.