NASDAQ$RELY

Remitly Global Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Remitly's Q3 2022 earnings were released, showing significant growth in active customers, send volume, and revenue, leading to an increased revenue outlook for 2022.

Remitly reported a strong third quarter in 2022, with a 49% increase in active customers, a 44% increase in send volume, and a 40% increase in revenue. The company has raised its 2022 revenue outlook as a result.

  • Active customers increased by 49% year-over-year, reaching 3.8 million.
  • Send volume grew by 44% year-over-year, totaling $7.5 billion.
  • Revenue increased by 40% year-over-year, amounting to $169.3 million.
  • The company raised its 2022 revenue outlook to a range of $635 million to $640 million.

Headline financials

Total Revenue

$169M

Previous: $121M+39.6%
EPS (adj)

-$0.20

Previous: -$0.41+51.2%
Active Customers

3.8M

Previous: 2.6M+46.2%
Send Volume

$7.5B

Previous: $5.2B+44.2%
Capital Expenditures

-$2.2M

Previous: -$1.35M-63.1%
Free Cash Flow

-$35.3M

Previous: -$14.3M-146.5%
Net Income

-$33.1M

Previous: -$13M-155.1%
Operating Income

-$35.6M

Previous: -$12.7M-181.2%
Gross Profit

$81.2M

Previous: $61.7M+31.7%
Cash & Equivalents

$376M

Previous: $443M-15.1%
Total Assets

$690M

Previous: $665M+3.8%
Stock-Based Comp

$25.7M

Previous: $4.74M+443.1%

Revenue & EPS history

Remit Global · Revenue · Quarterly

$169M

Q3 2022+39.6%vs Q3 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

For fiscal year 2022, Remitly expects total revenue in the range of $635 million to $640 million, representing a growth rate of 38% to 40% year over year. Adjusted EBITDA is expected to be in the range of $(35) million to $(30) million.

Tailwinds

  • Total revenue is expected to be in the range of $635 million to $640 million.
  • Revenue growth rate of 38% to 40% year over year is anticipated.
  • The revenue outlook reflects an increase from the prior outlook of $625 million to $630 million.
  • Focus on efficiently adding new customers.
  • Resilience of global customers.

Headwinds

  • Adjusted EBITDA is expected to be in the range of $(35) million to $(30) million.
  • Unpredictable fluctuations in the market price of common stock.
  • Variability and complexity of adjusting items.
  • Limited visibility of the adjusting items that would be excluded from forecasted Adjusted EBITDA.
  • Macroeconomic conditions and geopolitical forces.

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 Q3 2022

Historical avgQ3 2022

+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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