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Mar 31, 2023

Remit Global Q1 2023 Earnings Report

Achieved strong results driven by customer-centric investments and increasing scale.

Key Takeaways

Remitly reported a strong first quarter of 2023, with revenue up 50% year-over-year, driven by a 50% increase in active customers and a 40% increase in send volume. The company remains focused on delivering a superior and trusted experience for its customers.

Active customers increased by 50% year-over-year, reaching 4.6 million.

Send volume increased by 40% year-over-year, totaling $8.5 billion.

Revenue increased by 50% year-over-year, reaching $203.9 million.

Adjusted EBITDA was $5.4 million, compared to $(12.1) million.

Total Revenue
$204M
Previous year: $136M
+49.9%
EPS
-$0.16
Previous year: -$0.14
+14.3%
Send Volume
$8.5B
Previous year: $6.1B
+39.3%
Active Customers
4.6M
Previous year: 3M
+53.3%
Gross Profit
$110M
Previous year: $65.9M
+66.8%
Cash and Equivalents
$244M
Previous year: $445M
-45.1%
Free Cash Flow
-$3.16M
Previous year: $39.4M
-108.0%
Total Assets
$715M
Previous year: $628M
+14.0%

Remit Global

Remit Global

Forward Guidance

For fiscal year 2023, Remitly expects total revenue in the range of $875 million to $895 million, representing a growth rate of 34% to 37% year-over-year. The company also expects Adjusted EBITDA to be in the range of $5 million and $15 million.

Positive Outlook

  • Total revenue in the range of $875 million to $895 million, representing a growth rate of 34% to 37% year-over-year.
  • Revenue outlook reflects an increase from prior outlook of $860 million to $880 million.
  • Adjusted EBITDA to be in the range of $5 million and $15 million.
  • Adjusted EBITDA outlook reflects an increase from prior Adjusted EBITDA outlook of between breakeven and $10 million.
  • To remain in a GAAP net loss position for 2023

Challenges Ahead

  • To remain in a GAAP net loss position for 2023
  • Unpredictable fluctuations in the market price of our common stock.
  • Variability, complexity, and limited visibility of the adjusting items that would be excluded from forecasted Adjusted EBITDA.
  • These items include, but are not limited to, income taxes and stock-based compensation expense
  • The variability of these items could have a significant impact on our future GAAP financial results.