I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
状态日期:2026-05-27
Serenity观点
看多
推文立场
价格动量
看多
60D / 252D
信号分数
16
新增排序
24h 提及
0
短线新增
7日新闻
0
none
收入同比
29.4%
改善
概览
作者立场:看多;价格动量:看多。最新证据:I actually like $RELY at first glance based on gross margins, balance sheet, and growth. 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 2 条披露,需要复核新增信息质量。
近期推文
Serenity观点
看多
价格动量
看多
首次提出
2025-10-07 08:03
来源
llm
更新时间
2025-10-07 08:03
作者立场:看多;价格动量:看多。最新证据:I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
当前观点证据
I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
Serenity 变化
I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
新鲜度
复核时间:2026-05-27
证据
年度数据
最新期
2025
营收
2B
营收同比
29.4%
毛利率
57.1%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻,压力 none。
当前 profile 没有可解析的公司新闻。
近期披露
Filing body read (10-Q 2026-05-06) Remitly filed its Q1 2026 Form 10-Q showing strong revenue, send-volume and profitability growth, alongside new restructuring charges, active share repurchases, and continued regulatory, FX, credit and operational risk disclosures. Material changes: Revenue increased 25% year over year to $452.8 million, active customers increased 20% to 9.6 million, and send volume increased 37% to $22.1 billion.; Net income increased to $49.1 million from $11.4 million, and income from operations increased to $53.7 million from $12.2 million.; The company began Q1 2026 restructuring initiatives to simplify and scale processes, functions, and team capabilities, incurring $11.5 million of charges, mainly severance and lease exit or asset write-off costs related to Israel and Ireland, expected to be completed by December 31, 2026.. Risks: Foreign currency exposure from cross-border payments, prefunding, foreign operations, and customer behavior; a hypothetical 10% U.S. dollar move would affect customer transaction-related assets and liabilities by approximately $32.6 million as of March 31, 2026.; Credit and counterparty risk involving pay-in providers, banking partners, disbursement partners, prefunded balances, and consumer receivables.; Fraud, transaction loss, money laundering, compliance, and risk-model execution risks; the transaction loss reserve ended at $6.0 million after $20.5 million of provisions in Q1 2026.. Next checks: Review Exhibit 10.1, the amended 2021 Equity Incentive Plan, for equity pool and award-term changes.; Review Exhibits 10.2 and 10.3, the offer letter agreements for Sebastian Gunningham and Pankaj Sharma, for governance or compensation implications.; Compare Item 1A against the 2025 Form 10-K risk factors because this 10-Q mainly incorporates the prior risk-factor disclosure..
近期推文
立场
看多
价格动量
看多
I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
0.40
敏感度
defensive
情绪风险
中
估值风险
正常
背景
technology-software---infrastructure
-
等待 GPT xhigh 分析。
研究问题
背景
technology-software---infrastructure
状态日期:2026-05-27
复核时间:2026-05-27
作者立场
看多
llm
价格动量
看多
60D / 252D
信号分数
16
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
none
30日披露
2
10-Q
收入同比
29.4%
改善
Beta
0.40
defensive
llm · 2025-10-07 08:03
I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
I actually like $RELY at first glance based on gross margins, balance sheet, and growth.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
2B
营收同比
29.4%
毛利率
57.1%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-software---infrastructure
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 459M | - | 48.3% | -8.7% | -8.5% |
| 2022 | 654M | 42.5% | 50.0% | -18.5% | -17.4% |
| 2023 | 944M | 44.5% | 56.4% | -12.1% | -12.5% |
| 2024 | 1B | 33.9% | 59.2% | -3.1% | -2.9% |
| 2025 | 2B | 29.4% | 57.1% | 5.0% | 4.2% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 中 · 低
简读 + 重点消息
消息简读
0 条 7日新闻,压力 none。
重点消息
当前 profile 没有可解析的公司新闻。
新增披露摘要
披露分析
Filing body read (10-Q 2026-05-06) Remitly filed its Q1 2026 Form 10-Q showing strong revenue, send-volume and profitability growth, alongside new restructuring charges, active share repurchases, and continued regulatory, FX, credit and operational risk disclosures. Material changes: Revenue increased 25% year over year to $452.8 million, active customers increased 20% to 9.6 million, and send volume increased 37% to $22.1 billion.; Net income increased to $49.1 million from $11.4 million, and income from operations increased to $53.7 million from $12.2 million.; The company began Q1 2026 restructuring initiatives to simplify and scale processes, functions, and team capabilities, incurring $11.5 million of charges, mainly severance and lease exit or asset write-off costs related to Israel and Ireland, expected to be completed by December 31, 2026.. Risks: Foreign currency exposure from cross-border payments, prefunding, foreign operations, and customer behavior; a hypothetical 10% U.S. dollar move would affect customer transaction-related assets and liabilities by approximately $32.6 million as of March 31, 2026.; Credit and counterparty risk involving pay-in providers, banking partners, disbursement partners, prefunded balances, and consumer receivables.; Fraud, transaction loss, money laundering, compliance, and risk-model execution risks; the transaction loss reserve ended at $6.0 million after $20.5 million of provisions in Q1 2026.. Next checks: Review Exhibit 10.1, the amended 2021 Equity Incentive Plan, for equity pool and award-term changes.; Review Exhibits 10.2 and 10.3, the offer letter agreements for Sebastian Gunningham and Pankaj Sharma, for governance or compensation implications.; Compare Item 1A against the 2025 Form 10-K risk factors because this 10-Q mainly incorporates the prior risk-factor disclosure..
近期披露
beta / 动量 / 主题
Beta
0.40
状态
defensive
立场
看多
动量
看多
积极观察 · 正常
板块定位
technology-software---infrastructure