Global-E (GLBE) Q1 FY26 earnings call

Global-E delivered a strong Q1 FY26, exceeding guidance across key metrics, driven by robust trading volumes, new merchant ramp-ups, and efficiency gains from AI. The company raised its full-year outlook for GMV, revenue, and adjusted EBITDA, signaling confidence in its multiyear strategic plan despite minor headwinds from geopolitical events and fluctuating FX. Strategic initiatives like Managed Markets 2.0 and Borderfree.com monetization are progressing, with expectations for increased impact in the latter half of the year.