Global-E Online Ltd. (GLBE) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Yael Geffen, Oded Griffel, Ofer Koren Yael Geffen, Oded Griffel, Ofer Koren Thank you. Welcome to the Global Ease Second Quarter 2026 Earnings Announcement Conference Call. This call is being simultaneously webcast on the company's website in the Investors section under News and Events. For opening remarks and introductions, I will now turn the call over to Alan Katz, Global Ease Head of Investor Relations. Please go ahead. Thank you and good morning everyone. With me on the call today are Amir Schlachet, Co-Founder and Chief Executive Officer, Ofer Koren, Chief Financial Officer, and Nir Debbi, Co-Founder and President. Amir will begin with a review of the operations and the business results for the second quarter of 2026. Ofer will then review the financial results of the second quarter in more detail followed by the company's updated outlook for the full year as well as the Q3 outlook. We will then open the call for questions. Before I read the forward-looking statements disclaimer, I'll note that as in previous quarters, we have posted an Excel-based metrics file on our IR website. This provides historical data for both financial information and KPIs that may be helpful as investors are researching the company. We have also published slides that highlight our results as well as some of the key themes that we will discuss in today's call. Please feel free to let us know if you have any feedback on either of these documents. Moving on, certain statements we make today constitute forward-looking statements. All statements other than statements of historical fact are forward-looking statements, including statements regarding our guidance, growth strategy, long-term targets, competitive positioning, product and platform initiatives, partnerships, and share or purchase...