Dave Raises ExtraCash Limits: Is Monetization Set to Accelerate?
Dave Inc. (DAVE) reported Q2 2026 revenues of $170.8M, up 30% YoY, driven by a 27% increase in ExtraCash originations to $2.3B and 11% ARPU growth. The company plans to raise ExtraCash limits above $500 for selected users, aiming to boost revenue per user. Credit performance remains strong, with a 28-day past-due rate of 2.12%. Dave raised its 2026 revenue guidance to $725M-$735M. Sezzle (SEZL) and SoFi (SOFI) also reported strong Q2 2026 results, with revenues up 51.7% and 40% YoY, respectively





