Remitly Q4 Revenue Climbs 25.7% to $442.2M, Guides $437M Q1 and Names New CEO
Remitly’s Q4 CY2025 revenue rose 25.7% year-over-year to $442.2M, beating estimates by 3.5%, with GAAP EPS of $0.19 and adjusted EBITDA of $88.6M (20% margin). It guided Q1 CY2026 revenue to $437M, 1.8% above estimates, and named Sebastian J. Gunningham CEO while Matt Oppenheimer moves to board chairman.
1. Q4 CY2025 Earnings Exceed Forecasts
Remitly reported Q4 CY2025 revenue of $442.2 million, up 25.7% year-over-year and 3.5% above analyst estimates. GAAP EPS was $0.19 versus consensus of $0.01, while adjusted EBITDA reached $88.6 million (20% margin), reflecting a 72.1% beat. Management guided Q1 CY2026 revenue to $437 million at midpoint, 1.8% above forecasts.
2. Leadership Transition at Remitly
Effective February 19, 2026, Sebastian J. Gunningham succeeds co-founder Matt Oppenheimer as CEO. Gunningham brings over a decade of senior leadership at Amazon and experience as CEO of Material Bank and vice chair roles at Santander Consumer Finance and Openbank. Oppenheimer will continue as chairman of the board, overseeing strategic direction.