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Sep 30, 2025
Global-E Q3 2025 Earnings Report
Global-e delivered strong Q3 results with revenue, GMV, and profitability all surpassing the top end of guidance.
Key Takeaways
Global-e reported strong third quarter results, driven by solid GMV and revenue growth, and a return to profitability with $13.2M in net income.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Global-e raised full-year guidance and expects strong Q4 growth in GMV, revenue, and Adjusted EBITDA.
Positive Outlook
- Full year revenue guidance raised to $944.1M–$960.1M
- Q4 GMV expected between $2.195B–$2.315B
- Q4 revenue projected at $318.5M–$334.5M
- Q4 Adjusted EBITDA forecasted between $74.3M–$88.7M
- Merchant expansion into new global markets supported growth
Challenges Ahead
- Gross margin slightly declined YoY
- Non-GAAP gross margin down from 46.7% to 46.3%
- Increased financial expenses impacted net income
- No Adjusted EPS reported
- Macroeconomic and geopolitical risks remain elevated
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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