NASDAQ$GLBE

Global-E Online Ltd · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

GLBE Q4 2023 — $245.3M revenue

Annual Report other than statements of historical fact, including, without limitation, statements regarding our future results. Global-E Online Ltd reported Q4 2023 results. Net income of $195.4M. Headline numbers extracted from the Form 20-F press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $245.3M.
  • Net income: $195.4M.
  • Gross profit: $91.4.

Headline financials

Total Revenue

$185M

Previous: $140M+32.6%
EPS (adj)

-$0.13

Previous: -$0.18+27.8%
Capital Expenditures

-$891K

Previous: $8.35M-110.7%
Free Cash Flow

$86.2M

Previous: $73.1M+17.9%
Net Income

-$22.1M

Previous: -$43.1M+48.7%
Operating Income

-$23.1M

Previous: -$42M+45.1%
Gross Profit

$76.3M

Previous: $45.9M+66.4%
R&D Expense

$25.2M

No prior period
Stock-Based Comp

$45M

Previous: $38.9M+15.6%

Revenue & EPS history

Global-E · Revenue · Quarterly

$185M

Q4 2023+32.6%vs Q4 2022
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Revenue by segment

Global-E · $252M total across 2 segments · Q1 2026

  • Fulfillment services
    $131M
  • Service fees
    $121M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-1.4%

Avg return

Earnings day

-1.7%

Avg return

5 days after

+1.2%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+34.2%

Q2 2022

Best reaction

-23.0%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.6%+7.5%+17.2%
Q4 2026+17.2%-4.2%+8.6%
Q3 2025-4.4%+4.0%+8.6%
Q2 2025-8.5%-4.2%+5.0%
Q1 2025-19.2%-22.9%-24.6%
Q4 2024-17.8%-28.8%-38.8%
Q3 2024+16.7%+21.7%+28.2%
Q2 2024-3.3%+4.2%+9.8%
Q1 2024+3.1%+1.0%+5.9%
Q4 2023-19.6%-17.0%-8.9%
Q3 2023-23.0%-19.1%-0.4%
Q2 2023-10.0%-9.7%+2.3%
Q1 2023-8.7%-10.4%+4.7%
Q4 2022+14.0%+11.5%+11.8%
Q3 2022-20.2%-26.4%-22.4%
Q2 2022+34.2%+25.5%+27.1%
Q1 2022+10.3%-4.8%-8.9%
Q4 2019+11.1%+7.1%-25.2%
Q4 2020+11.1%+7.1%-25.2%
Q4 2021+7.4%+0.7%-8.0%
Q3 2021-15.6%-3.7%+8.6%
Q2 2021-1.4%+2.4%-3.8%
Q1 2021+2.1%+19.7%+55.8%
Q3 2020
Q2 2020
Q1 2020
Q1 2019

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