Global-E Online Ltd at Morgan Stanley US Financials Conference Transcript
All right. We'll go ahead and get started here. Thank you very much for joining us at the Morgan Stanley Financials Conference, US Financials Conference. I'm James Faucette, senior fintech analyst here at Morgan Stanley.
And before we get started with Amir and Ofer, CEO and CFO, respectively, of Global-E, I do have some important disclosures to read. Please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Questions & Answers
So maybe I'll start with the big questions, just really kind of in the order we get them from investors, but growth durability. 2025, the business grew 35%. You had 122% net dollar retention, implying low double-digit contribution from net new GMV even in a year when you did not have as much contribution from massive enterprise merchants like you did in 2024. Plus now the business
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
