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    Madison Schrage • KeyBanc Capital Markets

    Madison Schrage's questions to Global-E Online Ltd (GLBE) leadership

    Madison Schrage's questions to Global-E Online Ltd (GLBE) leadership • Q1 2025

    Question

    Madison Schrage asked about the expected model impacts for a merchant choosing the new 3 B2C solution versus the existing multi-local route. She also requested an update on the performance and progress of the borderfree.com marketplace.

    Answer

    President Nir Debbi detailed that the 3 B2C solution significantly reduces the effort and overhead for a merchant compared to a full multi-local setup, as Global-e handles the operational heavy lifting. CEO Amir Schlachet reported strong progress for borderfree.com, noting its contribution to participating merchants' GMV has already grown from under 3% at the recent Investor Day to over 4%, with a long-term target of 5-10%.

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    Madison Schrage's questions to Global-E Online Ltd (GLBE) leadership • Q3 2024

    Question

    Madison Schrage inquired whether the expenses for the demand generation platform are recurring and asked for any geographic callouts regarding market strength or penetration goals.

    Answer

    CFO Ofer Koren confirmed that demand generation expenses are ongoing, not one-time, though Executive Nir Debbi clarified they won't materially alter the overall S&M spending level. Ofer Koren also highlighted that while consumer sentiment improved globally, Europe showed the strongest rise, albeit from a low base, and is performing well as a destination market.

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