Financial Performance (Q3'25) - Total Revenues reached $333 million, representing a 10% year-over-year growth from Q3'24[17] - Gross Profit was $77 million, a slight decrease of 0.4% compared to Q3'24[19] - Net Income amounted to $37 million, a 9% decrease year-over-year[22] - Diluted EPS stood at $0.99, a 1% increase compared to Q3'24[22] Marketplace Scale - GigaCloud Marketplace GMV reached $1.5 billion LTM ended 9/30/25, with a 21% year-over-year growth[24] - 3P Seller GigaCloud Marketplace GMV was $790 million LTM ended 9/30/25, showing a 24% year-over-year growth[24] User Growth - The platform has 1,232 active 3P sellers, reflecting a 17% year-over-year growth[25, 26] - Active buyers totaled 11,419, a 34% increase year-over-year[27] - Active buyer spend is approximately $130,000 LTM ended 9/30/25[27] Capital Allocation - The company repurchased $16 million in Class A shares under the 2025 authorization[28] - The company repurchased $69 million in Class A shares under the 2024 authorization[28] Buyer Spending Trends - Buyers who joined in 2024 increased their spending from $74 million in Q3'24 to $88 million in Q3'25, a 19% increase[57, 58]

Financial Performance - GigaCloud Technology's total revenues reached $323 million in Q2'25, a 4% year-over-year growth from Q2'24[16] - The company's gross profit was $77 million in Q2'25, representing a 1% year-over-year increase compared to Q2'24[19] - Net income for Q2'25 was $35 million, a 28% increase year-over-year[22] - Adjusted EBITDA for Q2'25 was $43 million, a 1% increase year-over-year[22] Marketplace Growth - GigaCloud Marketplace GMV (Gross Merchandise Value) reached $1.4 billion LTM (Last Twelve Months) ended June 30, 2025, a 31% year-over-year growth[23] - 3P (Third-Party) Seller GigaCloud Marketplace GMV was $758 million LTM ended June 30, 2025, a 33% year-over-year growth[23] - The number of active 3P sellers was 1,162 LTM ended June 30, 2025, a 25% year-over-year growth[24, 25] - The number of active buyers was 10,951 LTM ended June 30, 2025, a 51% year-over-year growth[26] - The average spend per active buyer was approximately $131,000 LTM ended June 30, 2025[26] Capital Allocation - GigaCloud raised $41 million in gross proceeds from its IPO[28] - The company acquired Noble House and Wonder for $87 million[28] - GigaCloud repurchased $2 million in Class A shares under the 2023 authorization and $69 million under the 2024 authorization[28]