Inve US ▾
RERELY

What Remitly Global promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

16 of 16 judged targets kept · 12 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly adjusted EBITDA guidance$86 million to $88 million (~18% margin)Mar 2026Jun 2026:Adjusted EBITDA was $115 million, $28 million above the midpoint of our guidance at 23% margin
Call transcript, Jun 2026 · no direct link
Achieved
Full-year adjusted EBITDA guidance$340 million to $360 million (~18% margin)Dec 2025Jun 2026:For the full year, we expect adjusted EBITDA to be between $410 million and $415 million, representing an adjusted EBITDA margin of around 21%
Call transcript, Jun 2026 · no direct link
Revised Up
Growth accelerators share of total revenueAround 5% of total revenueMar 2026Jun 2026:well on track to comprise around 5% of total revenue in 2026
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Remitly Global’s full ledger

A free account opens 5 company ledgers a month. All 28 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 28 tracked commitments for Remitly Global

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.