Remitly Global

Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus across all top and bottom-line metrics. Revenue reached $495.2M (+20% YoY) vs. $486.0M expected, while GAAP EPS of $0.93 crushed the $0.12 consensus, largely driven by a $140.6M discrete tax benefit. Active customers surpassed the 10M milestone, supporting a 27% increase in send volume. Management raised full-year FY26 revenue and Adjusted EBITDA guidance, signaling strong AI-driven operating leverage.