Chris Zang's questions to Global-E Online Ltd (GLBE) leadership • Q3 2024
Question
Chris Zang asked about the assumptions for new merchant launches embedded in the Q4 guidance, particularly concerning the ramp-up pattern for Shopify Managed Markets during the holiday season.
Answer
CFO Ofer Koren explained that significant merchant launches typically conclude by October ahead of the peak season. While some smaller merchants may onboard later, the standard cadence involves a pause until late Q1 and Q2 of the following year, and this pattern is reflected in the current outlook.