Global E Online

GLBE

Market cap $6.67B

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Global-E Online Ltd. (GLBE) Presents at UBS Global Technology and AI Conference 2025 Transcript

Global-e reported strong growth despite a tricky operating environment. It has become profitable earlier than expected.

PETAH-TIKVA, Israel , Dec. 2, 2025 /PRNewswire/ -- Global-e (NASDAQ: GLBE), the platform powering global e-commerce, announced today a 36% year-over-year increase in sales over Black Friday-Cyber Monday (BFCM) weekend. Many markets around the world experienced year-over-year growth in sales over the 2025 BFCM weekend, reflecting the global nature of the BFCM online shopping event.

PETACH TIKVAH, Israel, Nov. 28, 2025 (GLOBE NEWSWIRE) -- Global-e (Nasdaq: GLBE), the platform powering global direct-to-consumer e-commerce, today announced that it will participate in the following conferences in December 2025: UBS's Global Technology and AI Conference 2025 On December 2 & 3, 2025, Amir Schlachet (Co-Founder & CEO), Ofer Koren (CFO), and Alan Katz (Vice President, Investor Relations) will participate in investor meetings and a fireside chat Fireside chat details: December 3, 2025 at 9:35am ET. A Webcast and replay of the event will be available on the “News & Events” section of the company's IR website at https://investors.global-e.com/ Raymond James's 2025 TMT and Consumer Conference On December 8, 2025, Alan Katz (Vice President, Investor Relations) will participate in investor meetings About Global-e Global-e (Nasdaq: GLBE) is the world's leading platform enabling and accelerating global, Direct-To-Consumer e-commerce.

Global-E Online Ltd. reported Q3 financials in line with expectations. Revenues and earnings came near the upper bound of GLBE's guidance range, reflecting continued momentum with existing and new merchants. A declining take rate remains the largest concern in GLBE's growth story, but I don't believe the take rate to be too worrying.

Global-E Online Ltd. ( GLBE ) Q3 2025 Earnings Call November 19, 2025 8:00 AM EST Company Participants Alan Katz - Head of Investor Relations Amir Schlachet - Co-Founder, CEO & Chairman of the Board Ofer Koren - Chief Financial Officer Nir Debbi - Co-Founder, President & Director Conference Call Participants William Nance - Goldman Sachs Group, Inc., Research Division Michael Infante - Morgan Stanley, Research Division Brian Peterson - Raymond James & Associates, Inc., Research Division Mark Zgutowicz - The Benchmark Company, LLC, Research Division Patrick Walravens - Citizens JMP Securities, LLC, Research Division Koji Ikeda - BofA Securities, Research Division Robert Wildhack - Autonomous Research US LP Chao Zhang - UBS Investment Bank, Research Division Presentation Operator Welcome to the Global-e Third Quarter 2025 Earnings Conference Call.