Equity Profile

RELY

Remitly Global, Inc.

FinancialsTransaction & Payment Processing Services$4.0B

May6Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Remitly Global Misses on EPS, Stock Down 0.04%

Metric	Actual	Expected	Surprise
EPS	$0.23	$0.29	+96.58%
Revenue	—	$439M	—

management commentary, guidance changes, and full analysis available with Pro.

Remitly Global Misses on EPS, Stock Down 0.04%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.23	$0.29	+96.58%
Revenue	—	$439M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Remitly Global's earnings report showed a significant miss on EPS expectations, which may raise concerns among investors. The stock reacted slightly down by 0.04%, indicating a muted response to the earnings despite the large EPS surprise percentage. The lack of revenue data and management commentary leaves uncertainty about the company's performance and future direction.

Company Snapshot

Remitly Global, Inc. is a financial services company that specializes in transaction and payment processing services, particularly for international money transfers....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$0.29

Revenue

Revenue growth is crucial for assessing the company's ability to expand its customer base and market share in the competitive payment processing industry.

$439M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Remitly Global, Inc. is a financial services company that specializes in transaction and payment processing services, particularly for international money transfers. As a player in the financial sector, it benefits from the growing trend of digital payments and remittances, which are increasingly important in a globalized economy.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+208.47%

Avg Stock Reaction

+0.47%

Last Quarter Recap

In Q4 2025, Remitly reported an impressive EPS of $0.19, significantly exceeding expectations. The stock reacted positively, gaining 4.05% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Remitly's upcoming earnings, with expectations for solid EPS and revenue growth. The company has a strong track record of beating earnings estimates.

Bull Case

If Remitly continues its trend of exceeding EPS estimates, it could signal strong operational efficiency and market demand, potentially leading to a higher stock price.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of slowing growth, it could lead to a negative market reaction, especially given the high implied volatility.

Key Metrics to Watch

EPS

$0.29

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$439M

Revenue growth is crucial for assessing the company's ability to expand its customer base and market share in the competitive payment processing industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Remitly achieve an EPS of at least $0.29?

Achieving or exceeding this EPS target would reinforce investor confidence and could lead to a positive stock reaction.

What is the revenue growth rate compared to the consensus of $439M?

Revenue growth is critical for assessing the company's market position and future potential, and any shortfall could raise concerns.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Remitly to exceed its revenue targets due to increased demand for digital remittance services.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational execution.

The options market is pricing a significant move, suggesting that investors are anticipating volatility that may not be reflected in consensus estimates.

Key Risk

If Remitly's revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is particularly important as it will indicate whether Remitly can sustain its growth trajectory amid increasing competition.

Bull Confirmed If

An EPS of $0.30 or higher with revenue exceeding $440M would confirm the bullish case.

Bear Confirmed If

An EPS below $0.28 or revenue falling short of $437M would confirm the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±16.92%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty around the earnings report.

Options are pricing ±17.0% while RELY has averaged ±1.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

37.4%

Calls (416K)P/C Ratio: 1.16Puts (185K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.1M

109,976 sh

4 insiders

Net

$2.1M

Net selling

Most Active Insiders· 8 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Remitly beats expectations, history suggests the stock could rise by around 0.19% on average, confirming strong operational performance.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may react neutrally, reflecting uncertainty about future growth.

Miss

If the company misses expectations, history suggests a potential decline, with an average move of around -1.0% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer growth and retention rates.
2Insights into competitive pressures and how Remitly plans to address them.
3Comments on international expansion efforts and market penetration.
4Details on cost management strategies and their impact on margins.
5Management's outlook on the overall remittance market for the coming quarters.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

May4

GRABReported

Grab Holdings Limited

RecapView

May4

GBDCReported

Company Snapshot

Remitly Global, Inc. is a financial services company that specializes in transaction and payment processing services, particularly for international money transfers....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$0.29

Revenue

Revenue growth is crucial for assessing the company's ability to expand its customer base and market share in the competitive payment processing industry.

$439M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+208.47%

Avg Stock Reaction

+0.47%

Last Quarter Recap

In Q4 2025, Remitly reported an impressive EPS of $0.19, significantly exceeding expectations. The stock reacted positively, gaining 4.05% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Remitly's upcoming earnings, with expectations for solid EPS and revenue growth. The company has a strong track record of beating earnings estimates.

Bull Case

If Remitly continues its trend of exceeding EPS estimates, it could signal strong operational efficiency and market demand, potentially leading to a higher stock price.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of slowing growth, it could lead to a negative market reaction, especially given the high implied volatility.

Key Metrics to Watch

EPS

$0.29

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$439M

Revenue growth is crucial for assessing the company's ability to expand its customer base and market share in the competitive payment processing industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Remitly achieve an EPS of at least $0.29?

Achieving or exceeding this EPS target would reinforce investor confidence and could lead to a positive stock reaction.

What is the revenue growth rate compared to the consensus of $439M?

Revenue growth is critical for assessing the company's market position and future potential, and any shortfall could raise concerns.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Remitly to exceed its revenue targets due to increased demand for digital remittance services.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational execution.

The options market is pricing a significant move, suggesting that investors are anticipating volatility that may not be reflected in consensus estimates.

Key Risk

If Remitly's revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is particularly important as it will indicate whether Remitly can sustain its growth trajectory amid increasing competition.

Bull Confirmed If

An EPS of $0.30 or higher with revenue exceeding $440M would confirm the bullish case.

Bear Confirmed If

An EPS below $0.28 or revenue falling short of $437M would confirm the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±16.92%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty around the earnings report.

Options are pricing ±17.0% while RELY has averaged ±1.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

37.4%

Calls (416K)P/C Ratio: 1.16Puts (185K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.1M

109,976 sh

4 insiders

Net

$2.1M

Net selling

Most Active Insiders· 8 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Remitly beats expectations, history suggests the stock could rise by around 0.19% on average, confirming strong operational performance.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may react neutrally, reflecting uncertainty about future growth.

Miss

If the company misses expectations, history suggests a potential decline, with an average move of around -1.0% following misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer growth and retention rates.
2Insights into competitive pressures and how Remitly plans to address them.
3Comments on international expansion efforts and market penetration.
4Details on cost management strategies and their impact on margins.
5Management's outlook on the overall remittance market for the coming quarters.