Remitly Global's Investment Story Shifts Amid Q4 Slowdown and Rising Credit Risk

Remitly Global's Q3 report shows revenue growth, but a slower Q4 outlook and rising credit risk raise concerns about profitability. The company's expanding product suite lowers its take rate, raising questions about its long-term margins. Investors should weigh the growth potential of digital remittances, memberships, and wallets against the risk of credit losses and margin pressure.