RELY
Remitly Global, Inc.24.62post−$0.01 (−0.04%)at close +$0.00 (+0.00%)
as of 19:59:56 UTCnext report Aug 5 · today
Earnings Room‹ back to RELY
The report
fiscal Q2 2026 · from the company's noticeAug 5after close0days out
Expected movement
market-implied · at the Aug 4 close±10.4%is what the chain prices for this report itself, with the ordinary drift of the days around it taken out. Not a view we hold.
The full straddle prices ±12.4% over the 17 days to expiry; the rest of that is everyday movement, which the chain prices at 46% annualized.
expiry Aug 21 · first after the reportATM strike 25straddle 3.60ATM IV 84% vs 63% at Sep 18× 0.85 straddle-to-rangespot 24.62
Blast radius
2 linked · N-PORT + EDGARIf RELY moves ±12.4% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.
Positioning
5 expiries · as of the Aug 4 closeContracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.
OI ΔPutsOI
ExpiryOICallsOI Δ
▲ +2%757
Aug 21
17d
2.5k▼ −3%
▲ +0%
16
Sep 18
45d
177
▲ +2850%
▲ +0%1.0k
Oct 16
73d
4.6k▲ +0%
▲ +0%535
Dec 18
136d
5.1k▲ +0%
▲ +0%800
Jan 15
164d
4.3k▲ +0%
The record
expected in pale · actual in full color4/8reports moved further than the options market had pricedtypically ±13.4% realized vs ±14.7% priced
May 6 '26±12.2%→−4.0%×0.32
Feb 18 '26±15.0%→+25.9%×1.73
Nov 5 '25±14.0%→−25.1%×1.79
Aug 6 '25±17.4%→+15.1%×0.87
May 7 '25±13.3%→+14.6%×1.10
Feb 19 '25±12.4%→−0.5%×0.04
Oct 30 '24±14.4%→+17.8%×1.24
Jul 31 '24±19.2%→+4.0%×0.21
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported 0.23 · rev $453M
record note
The note composes when the report lands. Nothing is written for a quarter that hasn't been read.