AlphAIalphai — Financial news for AI agents
SEC EDGAR 8-KAUG 142 min read$DAVE

Dave Inc./DE (DAVE): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Dave Inc./DE (DAVE) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. 8-K false 0001841408 Dave Inc./DE 0001841408 2026-08-12 2026-08-12 0001841408 us-gaap:CommonClassAMember 2026-08-12 2026-08-12 0001841408 us-gaap:WarrantMember 2026-08-12 2026-08-12 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pu

Original reporting
SEC EDGAR 8-K
Published Aug 14, 2026, 8:30 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 14, 2026, 8:37 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefCorporate actions
Primary signal
$DAVE
Neutral
medium confidence
Mentioned
$DAVE
Relevance
6/10
alphai data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$DAVENeutralLow
01

Why it matters

The disclosed fact is the immediate resignation of director Yadin Rozov for personal reasons, with an explicit statement that it was not due to disagreements on company operations or policies.

02

Market read

This is a governance update with limited disclosed fundamentals; it may matter more for longer-horizon corporate governance positioning than for immediate trading.

03

What to watch

Traders may want to check whether any other board/officer changes or compensation arrangements were included elsewhere in the full 8-K text, since Item 5.02 can bundle multiple actions.

Relevance 6/10Novelty 3/10Timing: Filed Aug. 14, 2026, covering an Aug. 12, 2026 director resignation effective immediately.

Background

The filing is an SEC Form 8-K under Item 5.02, reporting a director resignation and related governance/compensation items.

Company-level read

Ticker impact

$DAVENeutralMedium confidence
Context

Dave Inc. disclosed director resignation of Yadin Rozov effective immediately in an 8-K, signaling governance/board change risk.

Expected impact

Likely limited near-term impact; any reaction would depend on whether investors view the departure as a routine turnover versus a hidden problem.

Evidence & confidence

The 8-K states the resignation was for personal reasons and not related to disagreements on operations, policies, or practices, reducing the likelihood of a fundamental negative surprise.

Market effects

Sector

No clear sector read-through; this is company-specific governance disclosure.

Regional

None indicated.

Global

None indicated.

Counterpoint

What could challenge this read

Even if the filing cites personal reasons, director departures can precede broader board refreshes or strategic shifts not yet disclosed.

Key entities

  • company
    Dave Inc. (DE)

    Nasdaq-listed issuer that filed the 8-K reporting a director resignation.

  • person
    Yadin Rozov

    Director who resigned effective immediately, per the 8-K.

  • person
    Kyle Beilman

    CFO and COO signing the 8-K.

Read at source← All news

Related articles

AUG 14
$DAVEMedAI 8/10

Dave (DAVE) Q2 2026 Earnings Call Transcript

Dave (DAVE) reported Q2 2026 results. Total revenue was $171 million, up 30% year over year. MTMs rose 17% to $3.08 million and ARPU grew 11%. The company added 951,000 new members (+32% YoY) with CAC flat at $19. ExtraCash originations were $2.3 billion (+27% YoY). 28-day past due improved to 2.12% (down 14 bps YoY).

yahoo.com7 min
AUG 7
$DAVEMedAI 8/10

Dave Q2 Earnings Call Highlights

Dave Inc. (NASDAQ:DAVE) reported Q2 metrics and discussed pricing changes, ExtraCash limit increases, and rolling out CashAI v6 to about one-third of users. Non-GAAP gross profit rose 34% to $124M, and 28-day past-due improved to 2.12%. Provision for credit losses was $29M. Dave raised 2026 guidance: revenue $725M-$735M, adj. EBITDA $315M-$325M, adj. diluted EPS $17.00-$17.50.

yahoo.com6 min
AUG 7
$DAVEMed

Why Dave Stock Got Thrashed on Thursday

Dave (DAVE) shares fell more than 15% after its Q2 earnings report. Revenue rose 30% to $170.8M and adjusted net income increased 39% to $56.4M, or $4.12/share. It beat EPS estimates but missed revenue consensus. Dave raised FY2026 guidance to $725M-$735M and adjusted EPS to $17-$17.50.

fool.com3 min
AUG 5
$DAVEHighAI 9/10

Dave Reports Second Quarter 2026 Financial Results

Dave Inc. (Nasdaq: DAVE) reported Q2 2026 revenue of $170.8 million, up 30% year over year, driven by MTM growth and higher ARPU. Net income was $6.7 million including $36.9 million non-cash warrant and earnout remeasurement charges. Adjusted EBITDA rose 48% to $75.5 million. The company raised 2026 guidance for revenue, adjusted EBITDA and adjusted diluted EPS.

prnewswire.com6 min
AUG 5
$DAVEHigh

Dave Inc./DE (DAVE): Results of Operations and Financial Condition

Dave Inc./DE (DAVE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 dave-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Dave Reports Second Quarter 2026 Financial Results Q2 Revenue Grows 30% Y/Y to $170.8 Million Driven by Continued MTM Growth and ARPU Expansion 28-DPD Rate Improves 14 Basis Points Y/Y to 2.12%, While ExtraCash Originations G

SEC EDGAR 8-K7 min
JUN 9
$DAVEMedAI 8/10

Dave Begins Funding ExtraCash Originations Through Coastal Community Bank

Dave Inc. said it began, effective June 1, 2026, transitioning ExtraCash receivables to a strategic funding arrangement with Coastal Community Bank, a wholly owned subsidiary of Coastal Financial Corp. Dave expects the shift to reduce direct funding obligations, lower its cost of capital, and unlock over $200 million in liquidity once originations are transitioned.

manilatimes.net4 min