Global-E Online Ltd
NASDAQ:GLBE

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Global-E Online Ltd
NASDAQ:GLBE
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Price: 39.26 USD -2.22% Market Closed
Market Cap: 6.7B USD

Global-E Online Ltd
Investor Relations

In the bustling arena of cross-border e-commerce, Global-E Online Ltd. emerges as a pivotal player, bridging the gap between ambitious retailers and international customers. Founded in Israel, Global-E distinguishes itself through a comprehensive platform that enables retailers to effortlessly expand their reach beyond domestic borders. The company offers end-to-end localized solutions that tackle the often-complex logistics of shipping, customs duties calculations, and language barriers—nuances many businesses stumble over when going global. By integrating seamlessly with retailers' existing storefronts, Global-E eliminates the daunting barriers of international selling, transforming the intricate web of global commerce into a fluid and manageable experience.

The monetization model of Global-E is as strategic as its operational framework. The company primarily earns its revenue through a combination of service fees and transaction-based pricing. Retailers pay Global-E a percentage of each transaction, aligning incentives as both parties benefit from increased sales volume. This model not only incentivizes Global-E to optimize their services continuously but also ensures that retailers see tangible value from their investment in cross-border capabilities. By leveraging its deep expertise in logistics, compliance, and local consumer preferences, Global-E allows retailers to focus on product and brand development, all while confidently navigating the complexities of international markets. Such a symbiotic relationship underscores Global-E's vital role in the evolving landscape of global e-commerce.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 19, 2025
AI Summary
Q3 2025

Revenue & Profit Beat: Global-E reported Q3 revenue of $220.8 million, up 25% year-over-year, and adjusted EBITDA of $41.3 million, up 33%, both above guidance midpoints.

Guidance Raised: Management raised full-year 2025 guidance for GMV, revenue, and adjusted EBITDA, expecting to exceed initial targets set at the start of the year.

Robust GMV Growth: Q3 GMV reached $1.51 billion, up 33% year-over-year, with a full-year 2025 GMV outlook midpoint of $6.46 billion (+33% YoY).

Strong Cash Generation: Free cash flow of $73.6 million in Q3, up 245% from last year, with a cash balance of $552 million.

Share Buyback: A $200 million share repurchase program has been authorized, with purchases set to begin shortly.

Margin Expansion: Adjusted EBITDA margin improved to 18.7% in Q3, up 100 basis points year-over-year.

AI & Product Innovation: Ongoing investments in AI-powered tools, agentic commerce capabilities, and value-added services like duty drawback to support merchants amid rising global trade complexity.

Broad Merchant Growth: Strong new merchant launches and expansion with existing clients across geographies and sectors, reinforcing confidence in durable, profitable growth.

Key Financials
GMV
$1.51B
Revenue
$220.8M
Adjusted EBITDA
$41.3M
Adjusted EBITDA Margin
18.7%
GAAP Net Profit
$13.2M
Free Cash Flow
$73.6M
Cash and Equivalents
$552M
Earnings Call Recording
Other Earnings Calls

Management

Mr. Amir Schlachet
Co-Founder, CEO & Chairman of the Board
No Bio Available
Mr. Nir Debbi
Co-Founder, President & Director
No Bio Available
Mr. Shahar Tamari
Co-Founder, COO & Director
No Bio Available
Mr. Ofer Koren
Chief Financial Officer
No Bio Available
Mr. Ran Fridman
Chief Revenue Officer
No Bio Available
Mr. Yehiam Shinder
Chief Technology Officer
No Bio Available
Mr. Oded Griffel
General Counsel
No Bio Available
Ms. Yael Geffen
Vice President of Human Resource
No Bio Available
Mr. Eden Zaharoni
Chief Innovation Officer
No Bio Available
Mr. Matthew Merrilees
Chief Executive Officer of North America
No Bio Available

Contacts

Address
Petah Tikva
25 Basel Street
Contacts