Global-e Online Ltd. (GLBE)

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.

While the top- and bottom-line numbers for Globale Online (GLBE) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Quarterly GMV, Revenue and Adjusted EBITDA results at or above top end of guidance ranges Third Quarter 2025 Free Cash Flow increases 246% year-over-year to $73.6 million PETAH-TIKVA, Israel, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE) the platform powering global direct-to-consumer e-commerce, today reported financial results for the third quarter of 2025.

Global-e Online Ltd. (NASDAQ: GLBE - Get Free Report) saw unusually large options trading activity on Tuesday. Investors bought 6,177 call options on the stock. This is an increase of 353% compared to the average volume of 1,365 call options. Institutional Trading of Global-e Online Several large investors have recently bought and sold shares of GLBE.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Globale Online (GLBE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.

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Teacher Retirement System of Texas raised its stake in Global-e Online Ltd. (NASDAQ: GLBE) by 4.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,242 shares of the company's stock after acquiring an additional 1,850 shares during the period.

PETAH-TIKVA, Israel, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE), the platform powering global direct-to-consumer e-commerce, today announced it will report financial results for the third quarter ended September 30, 2025, before market open on Wednesday, November 19, 2025.

Tech companies are beginning to incorporate AI and robotics into their business models. At Amazon, new automation technologies have unlocked the potential for further growth.

Investors interested in Internet - Commerce stocks are likely familiar with PDD Holdings Inc. Sponsored ADR (PDD) and Global-e Online Ltd. (GLBE). But which of these two stocks presents investors with the better value opportunity right now?

Global-e merchants using Shopify can now offer Shop Pay's one-click checkout option across international markets operated by Global-e PETACH TIKVAH, Israel , Oct. 15, 2025 /PRNewswire/ -- Global-e (NASDAQ: GLBE), the platform powering global direct-to-consumer e-commerce, announced today that Shop Pay is now available for Global-e merchants on Shopify. As part of the new partnership agreement with Shopify, Global-e can now enable its Shopify platform-based merchants to offer Shop Pay's one-click checkout with pre-filled details as part of the shopping journey operated by Global-e.