NASDAQ$RELY

Remitly Global Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Remitly Global's Q1 2024 financial performance was reported.

Remitly Global reported a strong start to 2024, with a 32% increase in revenue year-over-year, reaching $269.1 million. Active customers grew by 36% to 6.2 million, and send volume increased by 34% to $11.5 billion. The company's profitability also improved, with an adjusted EBITDA of $19.3 million compared to $5.4 million in the same quarter last year. However, the company reported a net loss of $21.1 million.

  • Active customers increased by 36% year-over-year, reaching 6.2 million.
  • Send volume grew by 34% year-over-year, totaling $11.5 billion.
  • Revenue increased by 32% year-over-year, amounting to $269.1 million.
  • Adjusted EBITDA improved to $19.3 million, compared to $5.4 million in the previous year.

Headline financials

Total Revenue

$269M

Previous: $204M+32.0%
EPS

-$0.11

Previous: -$0.16+31.3%
Active Customers

6.2M

Previous: 4.6M+34.8%
Send Volume

$11.5B

Previous: $8.5B+35.3%
Adjusted EBITDA

$22.8M

No prior period
Capital Expenditures

-$945K

Previous: -$864K-9.4%
Free Cash Flow

-$22M

Previous: -$29.2M+24.5%
Net Income

-$21.1M

Previous: -$28.3M+25.5%
Operating Income

-$20M

Previous: -$28.1M+28.9%
Cash & Equivalents

$286M

Previous: $244M+17.1%
Total Assets

$1.08B

Previous: $715M+50.9%
Stock-Based Comp

$34.1M

Previous: $29.2M+16.6%

Revenue & EPS history

Remit Global · Revenue · Quarterly

$269M

Q1 2024+32%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

For fiscal year 2024, Remitly expects total revenue in the range of $1,225 million to $1,250 million, representing a growth rate of 30% to 32% year over year. The company anticipates remaining in a GAAP net loss position for 2024 and expects Adjusted EBITDA to be in the range of $85 million to $95 million, an increase from the prior outlook of $75 million to $90 million.

Tailwinds

  • Total revenue is expected to be between $1,225 million and $1,250 million, indicating a 30-32% year-over-year growth.
  • Adjusted EBITDA is projected to be in the range of $85 million to $95 million.
  • The Adjusted EBITDA outlook has been raised from the previous range of $75 million to $90 million.
  • Company expects revenue growth.
  • Company expects adjusted EBITDA growth.

Headwinds

  • The company anticipates remaining in a GAAP net loss position for 2024.
  • Company expects net loss.
  • Company faces risks related to executing its business and growth strategy.
  • Macroeconomic conditions and geopolitical forces could negatively impact the company's business operations.
  • The company's ability to achieve and maintain future profitability is uncertain.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+2.1%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-2.4%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+25.7%

Q4 2025

Best reaction

-30.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.1%+0.5%-20.9%
Q4 2025+25.7%+19.0%+12.8%
Q3 2025-3.1%-0.6%-16.8%
Q1 2025+14.5%+14.8%+2.1%
Q4 2024-0.5%-7.3%-21.5%
Q3 2024+20.6%+27.0%+37.9%
Q2 2024+1.5%-2.8%+0.8%
Q1 2024-13.6%-13.6%-27.1%
Q4 2023+15.9%+16.8%+15.4%
Q3 2023-30.2%-26.7%-22.3%
Q2 2023+12.0%+11.8%+29.0%
Q1 2023+8.0%+7.4%+13.3%
Q4 2022+23.2%+20.9%+46.0%
Q3 2022-12.5%-18.5%-10.2%
Q2 2021+1.6%+3.7%+2.3%
Q2 2022+14.8%+9.3%+3.7%
Q1 2021+21.7%+28.2%+28.0%
Q1 2022-29.1%-37.5%+5.4%
Q4 2019+1.5%+3.7%+11.2%
Q4 2021-1.3%-20.0%-25.7%
Q3 2020-0.6%-12.5%-36.0%
Q4 2020-0.6%-12.5%-36.0%
Q3 2021-17.9%-18.3%-47.5%
Q2 2020
Q1 2020
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q1 2010
Q2 2010
Q3 2010
Q4 2010

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