The remittance provider made bullish remarks at its 2025 Investor Day.Shares of Remitly Global (RELY 1.17%) shot up over 10% this week, according to data from S&P Global Market Intelligence. The remittance provider hosted an Investor Day that covered its long-term goals and financial guidance, impressing Wall Street. Management is calling for strong revenue growth and margin expansion through 2028. As of this writing at 12:46 PM EST on Friday, December 12, Remitly Global stock is up 10.4% this week. Here's ...

Core Insights - Remitly is hosting its first Investor Day, highlighting its long-term vision and strategic direction [1] - The company aims to showcase the growth potential of its core remittance business [1] - Key executives will present on various aspects of the company's strategy, including product innovation and shareholder value [2] Company Overview - CEO and Co-Founder Matt Oppenheimer will outline the company's long-term vision [1] - Chief Business Officer Pankaj Sharma will discuss the durable growth potential of the remittance business [1] - Chief Product and Technology Officer Ankur Sinha will provide insights into new customer categories and product launches [2] - CFO Vikas Mehta will present plans for driving long-term shareholder value [2]

Summary of Remitly Global Investor Day 2025 Company Overview - **Company**: Remitly Global (NasdaqGS: RELY) - **Event**: First-ever Investor Day held on December 9, 2025 - **Key Speakers**: - Matt Oppenheimer (CEO) - Pankaj Sharma (Chief Business Officer) - Ankur Sinha (Chief Product and Technology Officer) - Vikas Mehta (CFO) Core Industry Insights - **Industry**: Cross-border financial services and remittances - **Market Size**: The global cross-border payments market is over $22 trillion annually, with the consumer segment alone around $2 trillion [16][16] - **Growth Potential**: Remitly is currently capturing only 3% of the consumer cross-border payments volume, indicating significant room for growth [36][36] Key Points and Arguments - **Vision**: Remitly aims to "transform lives with trusted financial services that transcend borders," focusing on trust, reliability, and customer-centric solutions [7][7][8][8] - **Business Model**: The company has a structurally advantaged business model that is GAAP profitable, with projections of nearly $3 billion in revenue and close to $600 million in adjusted EBITDA by 2028 [7][7][30][30] - **Customer Growth**: Active users increased from 1.9 million in 2020 to 9 million in 2025, with send volume growing from $12.1 billion to $70 billion in the same period [16][16][17][17] - **Core Strengths**: - **Trust**: Essential for customer retention, evidenced by high app ratings and Trustpilot scores [19][19] - **Network**: A proprietary global partner and payout network covering over 5,300 corridors and 100 currencies, ensuring fast and reliable transfers [20][20] - **Scale**: Achieved through operational efficiencies and a flywheel effect that enhances free cash flow [22][22][23][23] Technology Trends - **Stablecoins**: Present a significant opportunity for Remitly, allowing customers in emerging markets to hold USD stablecoins as a store of value [24][24][25][25] - **Artificial Intelligence (AI)**: Enhances customer support and operational efficiency, with AI resolving one-third of customer support chats faster than human agents [26][26][27][27] Customer Experience and Retention - **Customer Satisfaction**: High retention rates and customer lifetime value (LTV) driven by trust, speed, and simplicity in service [48][48][49][49] - **Pricing Strategy**: Cost-plus pricing model that balances affordability for customers with sustainable returns for the company [54][54][55][55] Future Growth Strategy - **Geographic Expansion**: Plans to enter new markets, including Saudi Arabia, and expand into high-amount transfers and small-medium businesses [38][38][39][39] - **Product Diversification**: Introduction of new products like Remitly One and Send Now, Pay Later, aimed at enhancing customer relationships and expanding the addressable market [12][12][13][13] Conclusion - **Long-term Vision**: Remitly is positioned for significant growth by leveraging its strengths in trust, network, and scale, while also embracing emerging technologies like stablecoins and AI to enhance customer experience and operational efficiency [28][28][30][30]

Investor Day 2025 December 9, 2025 Welcome and Agenda 2 Dec 2025 / © 2025 Remitly Inc. Matt Oppenheimer Pankaj Sharma Ankur Sinha Vikas Mehta Primary Leadership Team Keynote Speakers | Matt Oppenheimer | Vision and strategic direction | | --- | --- | | Co-founder and CEO | | | Pankaj Sharma | Powering durable growth through global money movement | | Chief Business Officer | | | Ankur Sinha Chief Product & Technology Officer | Innovating with products & platforms | | Vikas Mehta | Driving long-term sharehold ...

NEW YORK, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Remitly Global, Inc. (NASDAQ: RELY) (“Remitly”), a trusted provider of digital financial services that transcend borders, will host its Investor Day today at the Nasdaq Market Site in New York City beginning at 10:00 a.m. ET. During the event, Remitly will share the Company’s vision for building a global financial services company. By introducing value-added financial services and entering high-growth categories like Business and Receivers, Remitly aims to deepen ...

Hunt small and gain big with this potential future stock market winner.The best stock performers -- the 10-baggers in your portfolio -- will typically come from small-cap picks. As market caps get larger, so does the hurdle for making your stock go up by 10x, making smaller better if you are looking for home run investments.One small-cap gem getting no love right now is Remitly Global (RELY 0.15%). Here's why the stock could be the next 10-bagger in your portfolio.NASDAQ : RELYRemitly GlobalToday's Change( ...

We came across a bullish thesis on Remitly Global, Inc. on The Reservist’s Substack by Yehoshua Zlotogorski. In this article, we will summarize the bulls’ thesis on RELY. Remitly Global, Inc.'s share was trading at $13.23 as of December 1st. RELY’s trailing P/E was 150.50 according to Yahoo Finance. Remitly stands out in the payment space as one of the few B2C companies consistently rated near five stars by customers—an uncommon feat in an industry built on trust. The company operates a global digital re ...

Remitly Global Inc. (NASDAQ:RELY) is one of the best falling stocks to buy, according to Wall Street analysts. Remitly Global Inc. (NASDAQ:RELY) holds a Strong Buy consensus from 7 analysts, all issuing Buy ratings. The average price target is $24.20, with forecasts ranging from $18 to $32, implying a 78.66% upside from the current $13.55. Remitly’s (RELY) Record Q3 Performance Powers Upbeat Analyst Targets and a Strong Buy Consensus Previously on November 5, the company’s Chief Executive Officer, Matt O ...

The company’s strategy centers on leveraging digital infrastructure to deliver secure, efficient, and accessible money transfer services. Its competitive edge lies in its focus on customer experience and its ability to address the unique needs of immigrant communities worldwide.Remitly Global operates at scale in the digital remittance industry, serving a global customer base with technology-enabled financial solutions.The position was previously 2.2% of the fund's AUM as of the prior quarter.As of November ...

Core Insights - Divisadero Street Capital Management's significant selloff of Remitly Global shares signals a shift in investor confidence regarding the company's position in the digital remittance market [1][8] - The reduction in holdings from approximately $94.68 million to just $1.00 million indicates a reevaluation of Remitly's long-term growth potential amidst changing market dynamics [2][3] Company Overview - Remitly Global has a market capitalization of $2.61 billion and reported a revenue of $1.54 billion with a net income of $20.99 million for the trailing twelve months [4] - The company's share price as of November 13, 2025, was $12.49, reflecting a 38.3% decline over the past year, significantly underperforming the S&P 500 by 48.83 percentage points [3] Business Model and Strategy - Remitly operates in the digital remittance industry, providing services across approximately 150 countries, primarily targeting immigrant families with cross-border financial needs [5][7] - The company's strategy focuses on leveraging technology to deliver secure and efficient money transfer services, emphasizing customer experience and addressing the unique needs of its target demographic [5][7] Market Dynamics - The competitive landscape has evolved, with digital-first competitors like Wise and various fintech wallets driving prices lower, while traditional banks and money-transfer operators are enhancing their offerings through promotions [9] - High customer acquisition costs and tightening regulatory requirements pose challenges for Remitly, necessitating a focus on expanding contribution margins as transaction volumes increase [9] Future Outlook - Investors are now closely monitoring Remitly's path to profitability and the stability of its customer base across different economic conditions [10] - If Remitly can successfully widen its margins without alienating core users, it may solidify its position in the evolving remittance ecosystem [10]