NASDAQ$RELY

Remitly Global Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Remitly reported Q4 2025, revenue of $442.2M, net income of $41.2M.

For Q4 2025, Remitly reported revenue of $442.2M, net income of $41.2M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $442.2M.
  • Net income $41.2M.
  • Remitly highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$442M

Previous: $352M+25.7%
EPS (adj)

$0.19

Previous: -$0.03+733.3%
Active customers

9.3M

Previous: 7.8M+19.2%
Send volume

$20.8B

Previous: $15.4B+35.1%
Adjusted EBITDA

$88.6M

Previous: $44.7M+98.0%
Net Income

$41.2M

Previous: -$5.72M+819.8%
Operating Income

$38.8M

Previous: -$3.74M+1138.1%

Revenue & EPS history

Remit Global · Revenue · Quarterly

$442M

Q4 2025+25.7%vs Q4 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

The release discusses Remitly's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Remitly cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+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
Q2 2025———
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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