Remitly's Q3 Revenue Drivers Could Be a Game Changer for RELY

• Remitly Global, Inc. reported its third-quarter 2025 earnings after the market closed on November 5, with investor attention centered on expected revenue gains fueled by higher send volumes, transaction fees, and the company's expanding US presence.
• An interesting factor is that, despite historical earnings surprises and visible revenue drivers, there is uncertainty as to whether Remitly will deliver an earnings beat this quarter.
• We'll now explore how the market's anticipation of revenue growth from Remitly's new US business could influence its investment outlook.

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Remitly Global Investment Narrative Recap

To own shares in Remitly Global, an investor needs to believe in the continued growth of digital-first, cross-border remittances, especially as technology adoption and new markets expand the company’s addressable base. While the recent earnings report highlights strong revenue drivers from higher send volumes and the US business launch, uncertainty remains around short-term earnings outperformance as analysts model in growing cost pressures and fierce competition; the latest news does not materially alter the primary risk of fee compression.

One recent Remitly announcement particularly relevant to these catalysts is the launch of "Remitly One," which combines multicurrency wallets, send-now-pay-later capabilities, and a membership platform for global money management. This rollout not only broadens the product offering but also enhances engagement for US customers, a potentially important lever for revenue growth, but it remains to be seen if customer acquisition costs will rise in parallel.

On the other hand, investors need to be alert to how intensifying competition could start to affect profit margins if pricing pressure on transaction fees accelerates ...

Read the full narrative on Remitly Global (it's free!)

Remitly Global's narrative projects $2.6 billion in revenue and $130.1 million in earnings by 2028. This requires 20.4% yearly revenue growth and a $116 million increase in earnings from $14.1 million today.

Uncover how Remitly Global's forecasts yield a $24.83 fair value, a 53% upside to its current price.

Exploring Other Perspectives

Nine members of the Simply Wall St Community place Remitly’s fair value between US$20.47 and US$69.16 per share. Many analyze growth catalysts like the new US launch, which could widen differences in future profit expectations.

Explore 9 other fair value estimates on Remitly Global - why the stock might be worth just $20.47!

Build Your Own Remitly Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Remitly Global research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Remitly Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Remitly Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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