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AI brief of an SEC Form 8-K · Remitly (RELY)

Remitly Q4 revenue up 26% to $442.2 million; 2025 first full-year GAAP profit

Positive Impact 4 of 5 earnings Written later

Remitly reported fourth-quarter 2025 revenue of $442.2 million, up 26%, and net income of $41.2 million, compared with a net loss of $5.7 million a year earlier. For full-year 2025, net income was $67.9 million, the company's first full year of GAAP profitability, and the company said results exceeded its prior guidance for revenue and Adjusted EBITDA. The company also named Sebastian Gunningham as its new Chief Executive Officer, replacing co-founder Matt Oppenheimer, who will remain Chairman.

Key points

  • Q4 2025 revenue was $442.2 million, up from $351.9 million; net income was $41.2 million versus a net loss of $5.7 million
  • Full-year 2025 net income was $67.9 million versus a net loss of $37.0 million; Adjusted EBITDA was $272.2 million, up 93%
  • 2026 outlook: total revenue of $1.940 billion to $1.960 billion and Adjusted EBITDA of $340 million to $360 million; GAAP net income expected to be positive
  • Sebastian Gunningham appointed CEO; Matt Oppenheimer remains Chairman and will advise through a transition period

The filing

CompanyRemitly (RELY)
Form8-K, current report
Filed with the SECFeb 18, 2026, 4:08 PM ET
Accession number0001628280-26-009031

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:00 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.