Sees Q1 Adjusted EBITDA of $82M-$84M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 15 hours ago
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Should l Buy RELY?
Sees Q1 adjusted EBITDA $82M-$84M.
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Analyst Views on RELY
Wall Street analysts forecast RELY stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 13.080
Low
17.00
Averages
22.67
High
28.00
Current: 13.080
Low
17.00
Averages
22.67
High
28.00
About RELY
Remitly Global, Inc. is a provider of digital financial services that transcend borders, in over 170 countries around the world. Its cross-border payments app helps customers with a fast, reliable, and transparent money movement experience. The Company’s technology platform is purpose-built to localize consumer experiences, enables a robust network of partner integrations, and uses data to optimize business performance. The Company provides a digital cross-border remittance product that is accessible via its mobile app or the Web. It offers a mobile-centric suite of products, global network, localization expertise at scale and a data-driven approach. Its mobile app for cross-border remittances provides an easy-to-use, end-to-end process. The Company's global network of funding and disbursement partnerships enables it to complete money transfers in over 5,100 corridors without the need to deploy local operations in each country.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Remitly Reports Strong Q4 2025 Earnings with Strategic Leadership Transition
- Significant Revenue Growth: Remitly achieved $442 million in revenue for Q4 2025, marking a 26% year-over-year increase, while full-year revenue reached $1.635 billion, up 29%, demonstrating strong performance and sustained market demand in cross-border financial services.
- Record Adjusted EBITDA: The adjusted EBITDA for Q4 was $89 million, resulting in a 20% EBITDA margin, the highest quarterly margin in the company's history, reflecting significant improvements in cost management and operational efficiency.
- New Products Driving Growth: New offerings like Flex (Send Now, Pay Later) attracted around 120,000 users, and Remitly Business surpassed 15,000 customers, indicating success in expanding into new markets and customer segments, with expectations for new product revenue to double in 2026.
- Strategic Leadership Change: Incoming CEO Sebastian Gunningham emphasized a focus on product development and AI application to drive growth, with management maintaining an optimistic outlook, aiming for $3 billion in revenue and $600 million in adjusted EBITDA by 2028.
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- Geopolitical Tensions: The increase in oil prices is linked to ongoing tensions with Iran.
- Market Reactions: The combination of these factors is influencing investor sentiment and market performance.
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Etsy Sells Depop to eBay for $1.2 Billion
- Significant Transaction Value: Etsy has entered into a definitive agreement with eBay to sell its fashion marketplace Depop for approximately $1.2 billion in cash, which not only provides Etsy with substantial cash flow but also enhances its financial flexibility to support future strategic investments.
- Stock Price Surge: Etsy's shares jumped 15.5% to $50.86 in pre-market trading, reflecting a positive market reaction to the deal and increasing investor confidence in the company's future growth potential.
- Market Consolidation Trend: This transaction signifies further consolidation in the e-commerce sector, as eBay's acquisition of Depop will expand its influence in the fashion market, while Etsy can focus on its core business to improve operational efficiency.
- Strategic Focus Shift: By selling Depop, Etsy can reallocate resources to concentrate on growth within its primary platform, with expectations to drive long-term profitability through optimizing product lines and enhancing user experience.
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Remitly Reports Strong Q4 Results and CEO Transition
- Significant Performance Growth: Remitly's Q4 2025 revenue increased by 26% year-over-year to $442.2 million, while adjusted EBITDA surged by 98% to $88.6 million, demonstrating the company's strong performance in the digital financial services sector.
- Annual Profitability Shift: For the full year 2025, revenue rose by 29% to $1.6 billion, with net income reaching $67.9 million, a significant turnaround from a net loss of $37 million in 2024, indicating improved profitability.
- Increase in Customers and Transaction Volume: Active customer count rose by 19% to 9.3 million, and remittance volume jumped 35% to $20.8 billion, reflecting Remitly's competitive position and expanding customer base in the market.
- CEO Transition and Future Guidance: The company announced that co-founder Matt Oppenheimer will transition the CEO role to Sebastian Gunningham, with projected total revenue growth of 19% to 20% in 2026, showcasing confidence in future growth prospects.
See More
Remitly Q4 Earnings Beat Expectations, 2026 Outlook Positive
- Strong Earnings Report: Remitly reported a Q4 GAAP EPS of $0.19, beating expectations by $0.18, with revenue of $442.2 million reflecting a 25.7% year-over-year growth, surpassing estimates by $14.93 million, indicating robust market performance.
- Positive Stock Reaction: Following the favorable earnings report, Remitly's shares rose by 9.77%, demonstrating investor confidence in the company's future growth potential and solidifying its position in the cross-border payments market.
- 2026 Financial Outlook: For fiscal year 2026, Remitly expects total revenue between $1.940 billion and $1.960 billion, representing a year-over-year growth rate of 19% to 20%, with positive GAAP net income and adjusted EBITDA projected between $340 million and $360 million, showcasing sustained profitability.
- Q1 Expectations: The company anticipates Q1 2026 total revenue in the range of $436 million to $438 million, reflecting a 21% year-over-year growth, alongside positive GAAP net income and adjusted EBITDA expected between $82 million and $84 million, further boosting market confidence in its short-term performance.
See More
Remitly Global (RELY) Q4 Earnings Announcement Scheduled
- Earnings Announcement Date: Remitly Global (RELY) is set to announce its Q4 2023 earnings on February 18th after market close, with market expectations building around its performance.
- Earnings Expectations: The consensus EPS estimate stands at $0.16, while revenue is projected to reach $427.27 million, reflecting a 21.4% year-over-year growth, indicating the company's strong market growth potential.
- Performance Review: Over the past year, RELY has not missed EPS estimates, achieving a 0% miss rate, while it has exceeded revenue expectations 100% of the time, showcasing its revenue stability.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates, with one downward revision, which may suggest a cautious outlook from the market regarding the company's future profitability.
See More
Remitly Reports Strong Q4 2025 Earnings with Strategic Leadership Transition
- Significant Revenue Growth: Remitly achieved $442 million in revenue for Q4 2025, marking a 26% year-over-year increase, while full-year revenue reached $1.635 billion, up 29%, demonstrating strong performance and sustained market demand in cross-border financial services.
- Record Adjusted EBITDA: The adjusted EBITDA for Q4 was $89 million, resulting in a 20% EBITDA margin, the highest quarterly margin in the company's history, reflecting significant improvements in cost management and operational efficiency.
- New Products Driving Growth: New offerings like Flex (Send Now, Pay Later) attracted around 120,000 users, and Remitly Business surpassed 15,000 customers, indicating success in expanding into new markets and customer segments, with expectations for new product revenue to double in 2026.
- Strategic Leadership Change: Incoming CEO Sebastian Gunningham emphasized a focus on product development and AI application to drive growth, with management maintaining an optimistic outlook, aiming for $3 billion in revenue and $600 million in adjusted EBITDA by 2028.
See More
Stock Movers: Carvana, DoorDash, Figma, Etsy, eBay, Walmart, and Others
- Stock Market Outlook: Stock futures are indicating a downward trend on Thursday.
- Investor Concerns: Investors are closely monitoring the rise in oil prices.
- Geopolitical Tensions: The increase in oil prices is linked to ongoing tensions with Iran.
- Market Reactions: The combination of these factors is influencing investor sentiment and market performance.
See More
Etsy Sells Depop to eBay for $1.2 Billion
- Significant Transaction Value: Etsy has entered into a definitive agreement with eBay to sell its fashion marketplace Depop for approximately $1.2 billion in cash, which not only provides Etsy with substantial cash flow but also enhances its financial flexibility to support future strategic investments.
- Stock Price Surge: Etsy's shares jumped 15.5% to $50.86 in pre-market trading, reflecting a positive market reaction to the deal and increasing investor confidence in the company's future growth potential.
- Market Consolidation Trend: This transaction signifies further consolidation in the e-commerce sector, as eBay's acquisition of Depop will expand its influence in the fashion market, while Etsy can focus on its core business to improve operational efficiency.
- Strategic Focus Shift: By selling Depop, Etsy can reallocate resources to concentrate on growth within its primary platform, with expectations to drive long-term profitability through optimizing product lines and enhancing user experience.
See More
Remitly Reports Strong Q4 Results and CEO Transition
- Significant Performance Growth: Remitly's Q4 2025 revenue increased by 26% year-over-year to $442.2 million, while adjusted EBITDA surged by 98% to $88.6 million, demonstrating the company's strong performance in the digital financial services sector.
- Annual Profitability Shift: For the full year 2025, revenue rose by 29% to $1.6 billion, with net income reaching $67.9 million, a significant turnaround from a net loss of $37 million in 2024, indicating improved profitability.
- Increase in Customers and Transaction Volume: Active customer count rose by 19% to 9.3 million, and remittance volume jumped 35% to $20.8 billion, reflecting Remitly's competitive position and expanding customer base in the market.
- CEO Transition and Future Guidance: The company announced that co-founder Matt Oppenheimer will transition the CEO role to Sebastian Gunningham, with projected total revenue growth of 19% to 20% in 2026, showcasing confidence in future growth prospects.
See More
Remitly Q4 Earnings Beat Expectations, 2026 Outlook Positive
- Strong Earnings Report: Remitly reported a Q4 GAAP EPS of $0.19, beating expectations by $0.18, with revenue of $442.2 million reflecting a 25.7% year-over-year growth, surpassing estimates by $14.93 million, indicating robust market performance.
- Positive Stock Reaction: Following the favorable earnings report, Remitly's shares rose by 9.77%, demonstrating investor confidence in the company's future growth potential and solidifying its position in the cross-border payments market.
- 2026 Financial Outlook: For fiscal year 2026, Remitly expects total revenue between $1.940 billion and $1.960 billion, representing a year-over-year growth rate of 19% to 20%, with positive GAAP net income and adjusted EBITDA projected between $340 million and $360 million, showcasing sustained profitability.
- Q1 Expectations: The company anticipates Q1 2026 total revenue in the range of $436 million to $438 million, reflecting a 21% year-over-year growth, alongside positive GAAP net income and adjusted EBITDA expected between $82 million and $84 million, further boosting market confidence in its short-term performance.
See More
Remitly Global (RELY) Q4 Earnings Announcement Scheduled
- Earnings Announcement Date: Remitly Global (RELY) is set to announce its Q4 2023 earnings on February 18th after market close, with market expectations building around its performance.
- Earnings Expectations: The consensus EPS estimate stands at $0.16, while revenue is projected to reach $427.27 million, reflecting a 21.4% year-over-year growth, indicating the company's strong market growth potential.
- Performance Review: Over the past year, RELY has not missed EPS estimates, achieving a 0% miss rate, while it has exceeded revenue expectations 100% of the time, showcasing its revenue stability.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates, with one downward revision, which may suggest a cautious outlook from the market regarding the company's future profitability.
See More
