Slide 1: Global eCommerce. Done Right
Global eCommerce. Done Right
Slide 2: Disclaimer
Disclaimer Cautionary Note Regarding Forward-Looking Statements Non-GAAP Financial Measures and Key Operating Metrics This presentation contains estimates and forward-looking statements within the This presentation includes non-GAAP financial measures and key operating metrics, including measures me
Slide 3: Company at a glance
Company at a glance $1.33B $8.96B +22% Annual revenue Annual GMV Adjusted EBITDA margin +1,500 +35M +32% Organic revenue growth
Slide 4: Enabling merchants to transact globally, as locals
Local pricing T HE P LA TFOR M Local markets Local know-how messaging Enabling merchants to transact globally, as locals Demand Local payments Global eCommerce generation Done Right Risk D&T protection compliance Easy returns Global shipping
Slide 5: Unique eCommerce data engine - 'Global Compass'
Unique eCommerce data engine - ‘Global Compass’ Optimizing trading worldwide Better results More customers Optimized trading from day one and conversion and transactions Relative conversion models Drive more conversions >30M >2B Proposition built across duty and tax, with smarter cross- border exper
Slide 6: Delivering differentiated results for merchants
Delivering differentiated results for merchants >30% “Global-e has driven fantastic “Global-e handling all growth in a short time. Their international e-commerce guidance sharpened our operations and tax and duty shopping experience and compliance enabled us to Typical uplift in conversion and signi
Slide 7: Driving high growth and strong retention of merchants
Driving high growth and strong retention of merchants 12024 figures represent NDR and GDR adjusted for the negative impact of the out of the ordinary bankruptcy of Ted Baker and by several Borderfree merchants that chose not to re-platform to the Global-e platform. NDR and GDR including the out of t
Slide 8: Making Global-e the chosen partner of the world's leading brands
Making Global-e the chosen partner of the Q2 2026 LATEST ADDITIONS world's leading brands
Slide 9: Robust, durable long-term growth algorithm
Robust, durable long-term growth algorithm Additional AdditionalTAM TAM ▪ Multi local Value Valueadded added ▪ Managed Markets services services ▪ Non MoR MOR ▪ B2B Contribution of ▪▪ Demand Demand generation generation Contribution new merchantsof ▪▪ Duty Duty drawback drawback new merchants Existi
Slide 10: A fast growing, efficient platform across differentiated offerings
A combination of economies of scale and economies of skill A fast growing, efficient platform across Shared services across the different business models and differentiated offerings business lines: A multi-tenant platform, Cross border/Multi-local enhancements and upgrades to the platform benefit a
Slide 11: Enabling our merchants to succeed globally drives our own business success
Q2 2026 QUARTERLY FINANCIALS Enabling our merchants to succeed globally drives our own business success
Slide 12: Our success-based business model puts merchants first
Our success-based business model puts merchants first Durable fast growth in GMV
Slide 13: Our success-based business model puts merchants first
Our success-based business model puts merchants first Durable fast growth in revenue
Slide 14: Consistent operational leverage
Consistent operational leverage Total adjusted operational expense* *Total operational expenses excluding SBC, amortization of intangible assets, amortization of commercial agreement assets, ac quisition related expenses and merger related contingent consideration
Slide 15: Operational leverage achieved in parallel to continued investment
Operational leverage achieved in parallel to our continued investment to support our long-term growth Total adjusted operational expense* *Total operational expenses excluding SBC, amortization of intangible assets, amortization of commercial agreement assets, ac quisition related expenses and merge
Slide 16: Fueling consistent growth in bottom line profitability
Fueling consistent growth in bottom line profitability Quarterly Adj EBITDA ($,m)
Slide 17: Exceptional bottom line growth translated into strong FCF
Exceptional bottom line growth translated into strong FCF Annual Adjusted EBITDA ($, m) Free Cash Flow ($, m) YoY % 53.1% 90.4% 51.8% 41.0% 45.6% YoY % 430.4% 31.5% 56.9% 68.0%
Slide 18: The journey has just begun
THE JOURNEY HAS JUST BEGUN As Global eCommerce continues to develop and grow, Global-e will be there building solutions to enable our merchants to simply trade the Right Way
Slide 19: Appendix
Appendix Supplementary materials
Slide 20: Non-GAAP Financial Measures and Key Operating Metrics
A PP EN DIX Non-GAAP Financial Measures and Key Operating Metrics To supplement Global-e’s financial information presented in accordance Global-e’s definition of Non-GAAP measures may differ from the definition used by with generally accepted accounting principles in the United States of America, or
Slide 21: Definitions
A PP EN DIX Definitions Non-GAAP gross profit, which Global-e defines as gross profit Gross Dollar Retention ("GDR") - to calculate the Gross Dollar Retention adjusted for amortization of acquired intangibles included in cost of Rate for a particular quarter, we first calculate the total seasonality
Slide 22: Reconciliation of Non-GAAP financial measures
A PP EN DIX Reconciliation of Non-GAAP financial measures Non-GAAP Gross Profit
Slide 23: Reconciliation of Non-GAAP financial measures
A PP EN DIX Reconciliation of Non-GAAP financial measures Adjusted EBITDA
Slide 24: Reconciliation of Non-GAAP financial measures
A PP EN DIX Reconciliation of Non-GAAP financial measures Free cash flow c
Slide 25: Reconciliation of Non-GAAP financial measures
A PP EN DIX Reconciliation of Non-GAAP financial measures Adjusted operational expenses
Slide 26: Thank You
Thank You www.global-e.com Global-e Investor Relations Alan Katz IR@global-e.com