Competitive PositioningGlobal-e is the long-term share gainer in a $175bn cross-border eCommerce TAM, with scale, technological know-how, and strategic partnerships that are difficult to replicate.
Merchant GrowthThe pace of merchant onboards with managed markets continues to track above initial expectations, mirroring management's optimism ahead of an important holiday shopping season.
Top-Line Growth ProspectsManagement expects its two additional large merchant onboards to go live, and sees a healthy pipeline of wins supporting additional growth into '25.