Remitly Global, Inc. Common Stock Q2 2026 Post call

Well, Cris, first, thank you for hosting this. Yes, we had an excellent quarter and I find the company is hitting on many cylinders, and it is hard to pick one big idea. I think at this point, if you think about our customer, our customer cares about sharp pricing, it cares about moving money fast across the vast network, and it cares about a great service. The company, over the last few months, has been iterating on all of these three, and the three sum up to gaining market share, better trust, more activity. So we think we are focused on the right things. We have a lot of initiatives to keep sharpening our prices across the world, across the 5,000 corridors. We continue to expand our network. We are getting new licenses. The money is moving faster.

Our service in many ways, whether it be through the help of AI or all kind of things that we are doing in our customer centers and the features that we are giving customers, continues to improve. In strategy, you want to focus on what is changing, but you also want to spend a lot of time on what is not changing. There will not be a customer in the next 100 years who wants to pay more money for transferring money across the world. There will not be a customer who will tell you, "Please move my money slower." There will not be a customer that says, "Give me a worse service." So those things, we are very clear what is not going to change in our business. As we get better and better in that, we continue to gain market share, and we continue to gain momentum.

I think I could answer this question a year from now probably in exactly the same way, as long as we continue to get better.