NASDAQ$RELY

Remitly Global Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Remitly's Q2 2024 performance showed strong growth in active customers and send volume, with improved net loss and adjusted EBITDA.

Remitly Global, Inc. reported a successful second quarter in 2024, marked by a 36% increase in active customers, a 38% increase in send volume, and a 31% increase in revenue. The company's net loss improved by 36%, and adjusted EBITDA increased by 23%. Remitly has raised its 2024 outlook for revenue and Adjusted EBITDA.

  • Active customers increased by 36% year over year, reaching 6.9 million.
  • Send volume increased by 38% year over year, totaling $13.2 billion.
  • Revenue increased by 31% year over year, amounting to $306.4 million.
  • Net loss improved by 36% year over year, with an adjusted EBITDA increase of 23%.

Headline financials

Total Revenue

$306M

Previous: $234M+30.9%
EPS

-$0.06

Previous: -$0.11+45.5%
Active Customers

6.9M

Previous: 5.0M+38.0%
Send Volume

$13.2B

Previous: $9.6B+37.5%
Adjusted EBITDA

$26.2M

No prior period
Capital Expenditures

-$2.08M

Previous: -$1.57M-32.6%
Free Cash Flow

-$14.2M

Previous: -$20.4M+30.6%
Net Income

-$12.1M

Previous: -$18.9M+35.9%
Operating Income

-$15.8M

Previous: -$18.2M+13.5%
Cash & Equivalents

$185M

Previous: $228M-18.6%
Total Assets

$950M

Previous: $785M+21.1%
Stock-Based Comp

$37.2M

Previous: $35.2M+5.6%

Revenue & EPS history

Remit Global · Revenue · Quarterly

$306M

Q2 2024+30.9%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

For fiscal year 2024, Remitly expects total revenue in the range of $1,230 million to $1,250 million, representing a growth rate of 30% to 32% year over year. The company also expects to remain in a GAAP net loss position for 2024 and for Adjusted EBITDA to be in the range of $90 million to $100 million.

Tailwinds

  • Total revenue is expected to be in the range of $1,230 million to $1,250 million, representing a growth rate of 30% to 32% year over year.
  • The revenue outlook reflects an increase at the midpoint from the prior revenue outlook in the range of $1,225 million to $1,250 million.
  • Adjusted EBITDA is expected to be in the range of $90 million to $100 million.
  • The Adjusted EBITDA outlook reflects an increase from the prior Adjusted EBITDA outlook in the range of $85 million and $95 million.
  • Company is raising its 2024 outlook for revenue and Adjusted EBITDA

Headwinds

  • Remitly expects to remain in a GAAP net loss position for 2024.
  • The company cannot, without unreasonable effort, calculate certain reconciling items with confidence due to the variability, complexity, and limited visibility of the adjusting items that would be excluded from forecasted Adjusted EBITDA.
  • These items include, but are not limited to, income taxes and stock-based compensation expense, which are directly impacted by unpredictable fluctuations in the market price of our common stock.
  • The variability of these items could have a significant impact on our future GAAP financial results.
  • Macroeconomic and geopolitical conditions, including regulatory changes, could have an impact on customers and business operations.

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 Q2 2024

Historical avgQ2 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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