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Jeremy

Managing Director and Senior Equity Research Analyst at Jefferies

Jeremy Lopez is a Managing Director and Senior Equity Research Analyst at Jefferies, specializing in the coverage of U.S. media, entertainment, and advertising companies such as Disney, Netflix, Warner Bros. Discovery, and Fox. Renowned for his analytical rigor, Jeremy has maintained a TipRanks ranking in the top 20% of Wall Street analysts with an average success rate of over 62% and average returns exceeding 8% per recommendation. He joined Jefferies in 2012 after prior roles at Barclays and Bank of America Merrill Lynch, building a reputation for comprehensive sector knowledge and distinctive market insight. Lopez holds Series 7, 63, 86, and 87 FINRA licenses and has been recognized for excellence in equity research by Institutional Investor.

Jeremy's questions to Global-E Online (GLBE) leadership

Question · Q3 2025

Jeremy from Jefferies asked about the EPEX impact on Global-e's Q3 GMV and total revenue, as well as the assumptions for Q4 guidance. He also inquired about changes in competitive dynamics following the Shopify enterprise integration and the expected uplift from preferred economics.

Answer

Ofer Koren, Chief Financial Officer, Global-e, stated that EPEX was stable in Q3 with no significant impact on top or bottom line, and no material impact is expected in Q4. Nir Debbi, Co-founder and President, Global-e, affirmed that competitive dynamics remain unchanged, with Global-e leading the market. He noted improved economics from the new Shopify contract began in late Q3, with full impact reflected in the Q4 guide.

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