Brian Petersen

Brian Petersen inquired about how AI might change Global-e's strong value proposition for both new and existing merchants, and asked for color on the expected take rates of individual segments (service fee and fulfillment) for 2026.

Answer

Nir Debbi, Co-founder and President, explained that AI would accelerate Global-e's complex value proposition, leveraging its robust infrastructure, trade compliance, payments, unique data asset, and scale. Ofer Koren, CFO, stated that the service fee take rate is expected to remain stable in 2026, while the fulfillment take rate is anticipated to be slightly lower due to the faster growth of the Multi-Local model and higher average order values.

Brian Petersen from Raymond James & Associates, Inc. asked how Global-e's strong value proposition and ability to uplift cross-border GMV might evolve in an AI-driven world, and how new AI functionalities would be extended to existing merchants. He also inquired about the expected take rates for the individual service fee and fulfillment segments in 2026.

Answer

Co-founder and President Nir Debbi stated that Global-e's complex value proposition, combining robust infrastructure, trade compliance, payments, unique data assets, and scale, would benefit from AI, which cannot replace these core elements. CFO Ofer Koren clarified that the service fee take rate is expected to remain stable in 2026, while the fulfillment take rate is anticipated to be slightly lower due to the faster growth of the Multi-Local business model, which has a different per-transaction basis.