)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Global-E Online (GLBE) investor relations material
Global-E Online UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Company overview and business model
Founded in 2013 by three co-founders, now with 1,200 employees across 25+ locations.
Enables international direct-to-consumer e-commerce for brands and retailers, offering end-to-end localization and operational services.
Acts as Merchant of Record, handling compliance, duties, taxes, and risk for merchants.
Leverages data from thousands of merchants in 30+ outbound and 200+ inbound markets to optimize conversion rates.
Partners with Shopify to provide white-label solutions for managed markets.
2025 performance and market trends
2025 saw stable consumer behavior and solid trading patterns despite market uncertainties.
Cross-border and direct-to-consumer segments outpaced other retail segments.
Strong performance during peak season, with notable merchant onboarding and positive volume surprises.
Growth driven by both existing merchant expansion and successful new merchant additions.
Go-to-market strategy evolution
Shifted from outbound-only sales to a mix of inbound, channel partners, and outbound.
Over 50% of leads now generated through channel partners, including logistics and payment providers.
Strategic agreements and ecosystem partnerships drive robust lead generation.
Deploying AI-driven tools to qualify and target leads, aiming to accelerate top-of-funnel growth.
Market remains largely untapped, with an estimated 90% greenfield opportunity.
Agentic commerce: monetization strategy?
Managed Markets V2 relaunch timing?
APAC growth: Key markets and strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Global-E Online earnings date
Q4 202518 Feb, 2026
Next Global-E Online earnings date
Q4 202518 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Global-E Online Ltd. provides a platform to enable and accelerate direct to consumer cross-border e-commerce, operating as a technology and service provider which enables international transactions for online retailers and brands. We ensure that international shoppers experience a local online checkout in their local currency including all payment methods, across every continent, in multiple languages and reduced shipping costs while remaining compliant with local regulations. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage