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Mark Sokotovic

Vice President and Equity Research Analyst at Benchmark

Mark Sokotovic is a Vice President and Equity Research Analyst at Benchmark, specializing in internet and digital media sector research with in-depth coverage of companies such as Meta Platforms, Alphabet, Snap, and Twitter. Known for his actionable investment insights, Sokotovic maintains a strong track record highlighted by a TipRanks ranking in the top 20% of technology analysts, with a reported success rate near 65% and robust double-digit average returns on his stock recommendations. He began his finance career in the early 2010s, previously working at firms including J.P. Morgan and SunTrust Robinson Humphrey before joining Benchmark in 2018. Sokotovic holds FINRA Series 7, 63, and 86/87 licenses, underscoring his professional credentials and expertise in equity research.

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

Question · Q3 2025

Mark Sokotovic from Benchmark sought insights into Global-e's same-store sales growth (NDR) trends for the second half of the current year and the first half of next year, balanced against new deal pipeline growth. He also asked about the BorderFree.com trajectory and potential monetization inflection points in 2026.

Answer

Nir Debbi, Co-founder and President, Global-e, reported stable same-store sales growth despite tariff changes, with some consumer behavior adjustments observed. He expressed optimism about the funnel and new merchant launches compensating for the absence of mega-clients. For BorderFree.com, he highlighted continued adoption and returning customers, expecting accelerated demand generation in 2026 but no material direct revenue contribution in H1 2026.

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Question · Q3 2025

Mark Sokotovic asked for commentary on same-store sales (NDR) trends in the second half of 2025 year-over-year and expectations for the first half of 2026, balancing this with new deal pipeline growth. He also inquired about the trajectory and monetization potential of BorderFree.com into next year, specifically if a modest inflection is expected in H1 or H2.

Answer

Nir Debbi, Co-founder and President, Global-e, reported stable same-store sales growth despite global tariff changes, with slight weakness in specific corridors expected to stabilize in 2026. He expressed optimism for the funnel, noting multiple smaller merchant launches compensated for the absence of mega clients in H2. For BorderFree.com, Debbi highlighted its increasing role in demand generation and expected continued acceleration in 2026, but no material direct revenue contribution in H1 2026, focusing instead on client stickiness and same-store sales growth.

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