US · Technology · Software - Infrastructure
EPS came in at 0.30 against a street estimate of 0.12 — a beat of 150.0%.
Analysts rate Remitly Global Inc a strong buy (10 buy, 0 hold, 0 sell out of 10) with an average price target of $32.11.
CONFIDENT Remitly delivered Q2 revenue of $495M (+20% YoY), adjusted EBITDA $115M (23% margin), both above guidance. 10.2M quarterly active users hit milestone. Growth accelerators and AI productivity gains driving margin expansion. Q2 2026 U.S. revenue grew faster at +24% driven by continued share gains. Rest of World +18%. Receive corridors outside India, Philippines, Mexico comprise >50% of revenue and growing faster than overall. High-value sender expansion in Latin America showing strong traction; India-focused corridors softened in June due to rupee volatility and RBI measures. Analysts probed sustainability of AI margin gains (real and durable), high-value sender marketing cadence (disciplined ramp planned for FY27), and why growth accelerators aren't larger faster (long-term bets, validation-focused). Management reiterated confidence in AI productivity and disciplined scaling; ac…
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| Fund | Stake |
|---|---|
| FMR Inc | 10.28% |
| BlackRock Inc | 8.66% |
| Baillie Gifford & Co Limited. | 5.85% |
| Vanguard Portfolio Management, LLC | 4.87% |
| The Goldman Sachs Group Inc | 4.03% |
| Vanguard Capital Management, LLC | 3.78% |
| State Street Corp | 3.25% |
| Generation Investment Management LLP | 2.31% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $509,839 thousand, up from $419,494 thousand in the third quarter of 2025. • Third-quarter net inc | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Remitly reported record third-quarter 2026 results for the period ended September 30, 2026. • Revenue increased 22% year over ye | 2026-11-04 |
| Material agreement · Q4 2026 BALANCE SHEET & CASH • On October 26, 2026, Remitly increased its secured revolving credit facility from $550,000,000 to $1,000,000,000. • The lette | 2026-10-30 |
| Quarterly report · Q2 2026 REMITLY GLOBAL, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6M 2026): $947.958 million vs. $773.476 million (6M 2025) — +22.5% growth • | 2026-08-05 |
| Results announced · Q3 2026 REMITLY GLOBAL, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $495.2 million, up 20% year-over-year (vs. $411.9 million in Q2 | 2026-08-05 |
| Shareholder vote results · Q2 2026 REMITLY GLOBAL, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held June 10, 2026 • Total votes cast for director electio | 2026-06-11 |
| Board / officer change · Q2 2026 REMITLY GLOBAL, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • No financial data provided in this document — this is an executive personnel announcement | 2026-06-08 |
| Quarterly report · Q1 2026 REMITLY GLOBAL, INC. — Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Revenue: $452.8 million (Q1 2026) vs. $361.6 million (Q1 2025) — +25.2% year-ove | 2026-05-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Q4 2025 earnings and FY2026 financial outlook provided Remitly released its fourth quarter and full year 2025 earnings presentation on February 18, 2026. This document is primarily forward-looking guidance and risk disclosures rather than detail | 2026-02-18 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.