Core Insights - Global-e Online Ltd. filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, with the SEC [1] - The company is a leading platform for global direct-to-consumer e-commerce, partnering with over 1,400 brands and retailers [3] Company Overview - Global-e enables international sales by providing a seamless, localized shopping experience for online shoppers in over 200 destinations [3] - The company offers end-to-end e-commerce solutions that include localization capabilities, business intelligence models, and international logistics [3] Investor Relations - Shareholders can request a hard copy of the annual report containing audited financial statements free of charge [2] - Contact information for investor relations is provided for further inquiries [4]

Revenue and Growth - Revenue for the fiscal years ended December 31, 2022, 2023, and 2024 was $409.0 million, $569.9 million, and $752.8 million, representing annual growth rates of 66.8%, 39.3%, and 32.1% respectively[49]. - Gross Merchandise Value (GMV) processed through the platforms for the same years was $2,450 million, $3,557 million, and $4,858 million, with annual growth rates of 69.1%, 45.2%, and 36.6% respectively[49]. - The company anticipates challenges in sustaining revenue or GMV growth consistent with recent history in future periods[49]. - Future revenue growth is expected to be partially driven by increases in GMV generated by existing merchants, which is closely correlated with overall revenue[52]. - The platforms generated a total Gross Merchandise Volume (GMV) of $4,858 million for the year ended December 31, 2024, representing a 36.6% increase compared to the previous year[89]. Financial Performance and Losses - The company has experienced a history of net losses, which may impact future operations and growth[41]. - The company incurred net losses of $133.8 million and $75.5 million for the years ended December 31, 2023 and 2024, respectively[88]. - The company anticipates increasing operating expenses due to hiring additional personnel, expanding into new geographies, and enhancing platform features[88]. - The company expects revenue and operating results to be adversely affected by disruptions in processing and shipping orders, especially during peak seasons[100]. Market and Competitive Environment - The company operates in a competitive environment and faces risks related to rapid growth, merchant retention, and technological integration[40]. - The company faces competition in the global e-commerce market, which could lead to a decrease in GMV processed through its platforms and negatively impact revenue or margins[77]. - High-quality support is critical for retaining and attracting merchants, and the company expects to incur additional costs to meet support requirements as it expands[141]. - The company emphasizes the importance of brand awareness and reputation in attracting new merchants and increasing gross merchandise volume (GMV)[142]. Regulatory and Compliance Risks - The company is subject to various regulatory requirements that could impose additional costs and operational challenges[41]. - The company’s ability to adapt to emerging regulatory developments and technological changes is critical for its future success[41]. - The company is subject to increasing scrutiny regarding environmental, social, and governance (ESG) practices, which may lead to higher compliance costs[91]. - The company expects to incur significant additional costs to comply with evolving ESG regulations, particularly in the U.S. and EU[93]. - Compliance with payment card network operating rules, including PCI DSS, is mandatory, and violations could lead to additional costs and operational changes[117]. Operational Risks - The company relies on third-party services and partnerships, which may affect its operational efficiency and reputation[41]. - The reliance on third-party services for shipping and payment processing poses risks that could disrupt operations and affect financial results[109][111]. - The company relies on a single third-party cloud services provider for its operations, which poses risks of service disruption and data loss due to various potential events[135]. - Interruptions in services provided by third-party data centers could impair the company's operations, affecting overall business performance[134]. Economic and Market Conditions - Economic uncertainties, including inflation and recessionary pressures, may lead to decreased consumer spending, negatively impacting merchants and the company's results[194]. - Smaller merchants may be more vulnerable to economic conditions, potentially leading to increased refunds and chargebacks, affecting overall business performance[195]. - Changes in personal importation rules by countries could adversely affect the cross-border e-commerce market and reduce demand for the company's services[128]. Intellectual Property and Legal Risks - Failure to protect intellectual property rights could result in reduced revenue and costly litigation[159]. - The use of open source software poses risks of litigation and could require re-engineering of platforms if licenses are breached[165]. - The company may face increased vulnerability to intellectual property infringement claims as competition grows in the industry[163]. - Significant resources may be required to monitor and protect intellectual property rights, with potential litigation costs impacting business operations[162]. Shareholder and Corporate Governance - The concentration of share ownership among insiders (approximately 47.69%) may limit the influence of other shareholders on corporate matters[201]. - The company's share price has been volatile, influenced by various factors including market conditions and analyst expectations[200]. - The company has never declared or paid any dividends on its ordinary shares and does not anticipate paying any in the foreseeable future[214]. - The board of directors has sole discretion over dividend payments, which will depend on future operations, earnings, and other factors[215].

Group 1 - Global-e will host its 2025 Investor Day on March 11, 2025, at 9:30 a.m. ET [1] - A live webcast of the event will be available on Global-e's Investor Relations website, with a replay accessible after the event [1] Group 2 - Global-e is the leading platform for global Direct-To-Consumer e-commerce, partnering with over 1,000 brands and retailers [2] - The company facilitates international sales by providing a seamless, localized shopping experience for online shoppers in over 200 destinations [2] - Global-e's solutions include localization capabilities, big-data business intelligence models, and streamlined international logistics [2]

Global-e Online Ltd. (GLBE) has been on a downward spiral lately with significant selling pressure. After declining 17.4% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether ...

Global-E Online Limited (NASDAQ:GLBE) Q4 2024 Earnings Conference Call February 19, 2025 8:00 AM ET Company Participants Amir Schlachet - Chief Executive Officer Nir Debbi - President Ofer Koren - Chief Financial Officer Erica Mannion - Sapphire Investor Relations Conference Call Participants Andrew Bauch - Wells Fargo Samad Samana - Jefferies James Faucette - Morgan Stanley Chris Zhang - UBS Brian Peterson - Raymond James Brent Bracelin - Piper Sandler Koji Ikeda - Bank of America Patrick Walravens - Citi ...

Global-e Online Ltd. (GLBE) reported $262.91 million in revenue for the quarter ended December 2024, representing a year-over-year increase of 41.8%. EPS of $0.01 for the same period compares to -$0.13 a year ago.The reported revenue represents a surprise of +5.56% over the Zacks Consensus Estimate of $249.06 million. With the consensus EPS estimate being -$0.01, the EPS surprise was +200.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they com ...

PETAH-TIKVA, Israel, February 19, 2025 - Global-e Online Ltd. (Nasdaq: GLBE) the platform powering global direct-to- consumer e-commerce, today reported financial results for the fourth quarter of 2024 and full year 2024. Exhibit 99.1 Global-E Reports Fourth Quarter and Full Year 2024 Results • GMV1 in the fourth quarter of 2024 was $1,713 million, an increase of 44% year over year • Revenue in the fourth quarter of 2024 was $262.9 million, an increase of 42% year over year, of which service fees revenue wa ...

PETAH-TIKVA, Israel, Feb. 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 fourth quarter of 2024 and full year 2024. “2024 was yet another record-breaking year for Global-e, and it came to a great close with a fourth quarter which was our strongest quarter ever, as we continued to execute on our strategy and further solidify Global-e’s leadership position in the global e-commerce space,” sai ...

Wall Street analysts expect Global-e Online Ltd. (GLBE) to post quarterly loss of $0.01 per share in its upcoming report, which indicates a year-over-year increase of 92.3%. Revenues are expected to be $249.06 million, up 34.3% from the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a company's earnings annou ...

One of the most exciting things for an investor is to find that breakout stock before it explodes. Even if you invest a small amount in an up-and-coming stock, it could translate into gains of 1,000% or more.Global-e Online (GLBE 1.75%) is a business-to-business company selling cross-border solutions to e-commerce retailers. Although its name may appear in a retailer's checkout, you may not notice it, since it's not a consumer-facing service. However, you might want to get to know this powerhouse company, a ...