Remitly (RELY)

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William Blair Reiterates Buy on Remitly (RELY) Highlighting Diversification Beyond Remittances
Yahoo Finance· 2025-09-20 02:49
Remitly Global Inc. (NASDAQ:RELY) is one of the best low-priced technology stocks to buy right now. Remitly Global Inc. (NASDAQ:RELY) remains on the radar of analysts as a key player in digital remittances. On September 10, William Blair analyst Christopher Kennedy reiterated a Buy rating (no price target assigned), citing confidence in the company’s ability to expand its financial services offerings and deepen engagement with its large customer base. William Blair Reiterates Buy on Remitly (RELY) Highlig ...
Citizens JMP Cuts Remitly Global (RELY) PT Despite Strong Q2 Results
Yahoo Finance· 2025-09-19 12:46
Remitly Global Inc. (NASDAQ:RELY) is one of the best growth stocks under $30 to buy. On September 15, Citizens JMP lowered the firm’s price target on Remitly Global to $23 from $32, while keeping an Outperform rating on the shares. While the firm believes Remitly to be one of the strongest secular growth vehicles in FinTech, Citizens JMP suggested that Q3 2025 guidance is accurate and that the Street’s 2026 revenue forecasts may be too high. In Q2 2025, Remitly surpassed revenue and adjusted EBITDA expect ...
Remitly Global, Inc. (RELY): A Bull Case Theory
Yahoo Finance· 2025-09-17 00:58
We came across a bullish thesis on Remitly Global, Inc. on Paris Analyst’s Substack. In this article, we will summarize the bulls’ thesis on RELY. Remitly Global, Inc. 's share was trading at $19.68 as of September 4th. RELY’s trailing P/E was 324.33 according to Yahoo Finance. Is Kaspi.kz (KSPI) the Best Young Stock To Buy and Hold For 10 Years? Remitly has established itself as the leading digital remittance platform, transforming what was once a cash-heavy business into a high-retention, annuity-like ...
Remitly Launches “Remitly One” Financial Membership to Expand Beyond Remittance Services
Yahoo Finance· 2025-09-15 21:09
Remitly Global Inc. (NASDAQ:RELY) is one of the best up and coming stocks with huge upside potential. On September 10, Remitly announced the launch of Remitly One, which is a new all-in-one financial membership. The new membership is available to select eligible US customers for a monthly fee of $9.99 and is designed to help customers manage, move, and grow their money across borders. Broader US availability is expected by the end of the year, with support for additional countries being explored for 2026 ...
Understanding Capital Efficiency in the Digital Financial Services Sector
Financial Modeling Prep· 2025-09-15 08:00
公司财务表现 - Remitly Global的ROIC为2.09% WACC为4.64% ROIC与WACC比率为0.45 显示公司未能实现超过资本成本的回报 [2] - 与同业相比 Sterling Check Corp的ROIC为1.89% WACC为6.10% 比率0.31 在同行中资本使用效率最高 [3][4] - Expensify的ROIC为1.09% WACC为12.06% 比率0.09 同样未能产生超过资本成本的回报 [3] 同业比较分析 - AvidXchange Holdings的ROIC为-2.62% WACC为9.49% 比率为-0.28 显示资本使用效率极低 [2] - Flywire Corporation的ROIC为-0.77% WACC为9.76% 比率为-0.08 Blend Labs的ROIC为-20.91% WACC为10.11% 比率为-2.07 两者均存在显著的资本回报低效问题 [4] - 数字金融服务行业面临普遍挑战 多数同业公司未能实现ROIC超过WACC [2][3][4] 行业竞争格局 - 公司专注于国际汇款业务 在数字支付和汇款领域与金融科技公司存在竞争 [1] - 行业参与者包括AvidXchange Holdings、Expensify、Sterling Check Corp、Flywire Corporation和Blend Labs等多家企业 [2][3][4]
Remitly Global, Inc. (RELY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-11 03:03
Question-and-Answer SessionAll right. I wanted to just kind of kick it off high level with a review of some of the most recent quarter because on the call, you called this a defining quarter and a major inflection point for the company. So I was hoping you could talk about what made you say that. and why you're so excited about what's to come.Matthew OppenheimerCo-Founder, CEO, President & Director Yes. Defining quarter in many ways, Vikas will talk about some of the financials and how solid Q2 was from tha ...
Remitly Global (NasdaqGS:RELY) 2025 Conference Transcript
2025-09-11 01:32
Remitly Global (NasdaqGS:RELY) 2025 Conference September 10, 2025 12:30 PM ET Company ParticipantsMatt Oppenheimer - CEO and Co-founderTien-Tsin Huang - Managing DirectorVikas Mehta - CFOTien-Tsin HuangAll right. We are going to get started. Kicking off the day, we've got Matt Oppenheimer, CEO and co-founder of Remitly, as well as Vikas, who's made a surprise appearance. Thank you for joining us today, Vikas.Vikas MehtaThank you.Tien-Tsin HuangAll right. I wanted to just kinda kick it off high level with a ...
Remitly Global (NasdaqGS:RELY) Update / Briefing Transcript
2025-09-10 06:02
公司及行业 * 公司为数字跨境汇款服务提供商Remitly Global (NasdaqGS:RELY) [1] * 行业为跨境金融科技与支付行业 专注于服务全球移民群体 [1][2][3] 核心观点与论据:战略转型与产品发布 * 公司宣布进行重大战略转型 从跨境支付提供商升级为客户可信赖的日常金融合作伙伴 致力于帮助客户转移、管理和增长资金 [14][19][39] * 为此推出了核心新产品RemitlyOne 一个为全球生活打造的金融会员服务 今日在美国上线 [15][19][39] * RemitlyOne会员服务包含三大核心产品 [20] * Remitly Flex:灵活的融资解决方案 提供最高$250的免息现金预支 实现“立即汇款 稍后支付” [22][24] * Remitly Wallet:储值产品 提供安全的资金存储空间 对美元余额提供4%的年化Boost现金奖励 [26][27] * Remitly Card:借记卡 无国外交易手续费 可直接从钱包消费 支持添加到Apple Pay或Google Pay [29][31][32] * 公司拥有强大的全球支付网络基础 连接了全球超过170个国家的数十亿银行账户和移动钱包、数十万个现金提取点 [4][38] * 公司拥有超过8,500,000名客户 [4] 核心观点与论据:技术驱动与竞争优势 * 公司认为人工智能(AI)和稳定币(Stablecoin)是两项关键创新技术 将加速其实现愿景 [7][13] * 公司利用AI解决客户问题 其专有AI助手已处理数百万客户问题 并已集成至WhatsApp [7][8] * 公司强调其在“数据令牌”(Data Tokens)上的竞争优势 即其拥有的专有结构化信息 包括三大类 [9][11] * 交易令牌:来自170个国家支付的数十亿安全信号 [11] * 身份令牌:客户验证身份的方式 [11] * 使用模式令牌:全球资金移动的时间和地点 [11] * 公司利用稳定币(如USDC)使持有和移动价值更稳定 尤其满足新兴市场对价值存储的需求 [13][27][37] * 公司已与Circle和Bridge合作 利用稳定币进行跨境支付 [37] * 公司强大的合规、监管框架、外汇能力和本地合作伙伴关系使其能实际应用稳定币 [38] 核心观点与论据:市场机遇与客户需求 * 核心客户是全球移民 他们离乡背井不仅为自己 更是为了支持所爱的人 [2][3] * 客户需求远不止单次交易 他们需要跨境管理资金的工具、增长财富的机会以及生活不确定时的稳定性 [18][19] * 仅在美国就有超过30,000,000人缺乏或没有信用记录 这构成了重大障碍 [35] * 公司计划于明年春季为美国会员推出信贷额度产品 通过向美国信用局报告汇款等日常金融活动来帮助客户建立信用记录 [36] 其他重要内容 * RemitlyOne会员费定为每月略低于$10 [39] * Flex产品的早期测试结果强劲 还款率高 且大多数试用客户会再次使用并使用Remitly进行更多汇款 [25] * 会员还可通过现金返还获得奖励 例如向钱包添加资金或为Flex设置自动支付 [33] * 公司未来计划测试并提供第三方福利 如身份保护和信用监控 [33] * 公司愿景是用值得信赖的、超越边界的金融服务来改变生活 [4][39] * 此次发布是公司未来十年创新的基础 [15][39]
Remitly Announces Remitly One, A New All-in-One Financial Membership for Global Life
Globenewswire· 2025-09-10 05:00
SEATTLE, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Remitly Global, Inc. (NASDAQ: RELY) (“Remitly”), a trusted provider of digital financial services that transcend borders, today announced the launch of Remitly One, a new all-in-one financial membership designed to help customers move, manage, and grow their money across borders. “For too long, managing money across borders has been harder, riskier, and more expensive than it should be,” said Matt Oppenheimer, Remitly Co-founder and CEO. “Remitly One is built to ...
Remitly Global (NasdaqGS:RELY) Update / Briefing Transcript
2025-09-10 00:02
Remitly Global (NasdaqGS:RELY) Update / Briefing September 09, 2025 11:00 AM ET Company ParticipantsMatt Oppenheimer - Co-Founder, CEO & DirectorVikas Mehta - CFOConference Call ParticipantsTien-tsin Huang - Senior AnalystOperatorWelcome, and thank you for standing by. I would like to inform all participants that this conference call, as well as any Q&A, may be recorded. Where a company is presenting, any recording may also be posted on their website. Views and opinions expressed by any external speakers on ...