Global-e (GLBE) Q2 FY26 earnings call

Global-e delivered another robust quarter, surpassing guidance across key metrics, driven by strong GMV and revenue growth alongside significant adjusted EBITDA margin expansion. The company completed the strategic acquisition of Passport, enhancing logistics and expanding its addressable market, while also progressing on Managed Markets V2 and AI integration. Management remains confident in achieving long-term growth and profitability targets, supported by a new $500 million share repurchase program.