Cleverbridge vs Global-e

Cleverbridge Completes First Live AI Agent-Initiated Payment in France with Visa and Revolut

Cleverbridge announces completion of first live AI agent-initiated payment in France with Visa and Revolut, along with new research on B2B software buying and a partnership with DigitalRoute for usage-based monetization.

New Cleverbridge Research Reveals Execution Gap as B2B Software Buying Moves Digital

New research: What does it really cost to sell software? Read the benchmark report. Cleverbridge research reveals execution gap as B2B software buying moves digital.

AI Speeds Software Discovery but Self-Service Checkout Lags

B2B software buyers are leveraging AI chatbots to accelerate discovery and shortlisting, yet the post-decision purchase process remains bogged down by slow sales-led journeys, internal approvals, and lengthy vendor negotiations. According to G2's 2026 Buyer Behavior Report, over 80% of buyers used AI for software recommendations, with 80% of AI users purchasing from their initial shortlist. However, Cleverbridge's research reveals that nearly 75% of purchases face significant delays or abandonment due to internal approvals and vendor back-and-forth. While 84% of buyers prefer a self-service digital path, only 17% of sellers have implemented one. Delays stem from waiting for quotes, security reviews, and budget approvals. Buyers express willingness to handle routine transactions, including those over $25,000, through self-service, indicating a clear gap between buyer expectations and seller capabilities.

• Over 80% of B2B software buyers used AI chatbots for software recommendations in the past two years (G2).
• 80% of AI users bought from their initial shortlist in at least three of five purchases, versus 65% of non-AI users (G2).
• Nearly three-quarters of software purchases are delayed or abandoned due to internal approvals or vendor back-and-forth (Cleverbridge).

6-K Financial Filing Analysis for Global-e (2026-10-01)

On October 1, 2026, Global-E Online Ltd. filed a Form 6-K with the U.S. Securities and Exchange Commission announcing the appointment of Tomer Gold as Chief Revenue Officer (CRO). The appointment was formally announced via an accompanying press release furnished as Exhibit 99.1 and is incorporated by reference into the company's existing Form S-8 registration statements. This leadership addition is aimed at scaling Global-e's global go-to-market execution and driving continued international merchant expansion across its cross-border e-commerce platform.

• Global-E Online Ltd. appointed Tomer Gold as Chief Revenue Officer on October 1, 2026.
• The filing incorporates the announcement into the company's Form S-8 registration statements (File Nos. 333-256403 and 333-264156).
• The report was authorized and signed by Chief Executive Officer Amir Schlachet.

Global‑e Posts Double‑Digit Revenue and Profit Growth

Global‑e Online reported strong Q2 2026 results: GMV rose 44% to $2.089 billion, revenue increased 39% to $299 million, and adjusted EBITDA climbed 62% to $62.4 million. Adjusted gross profit and adjusted net income also grew, while GAAP net income and free cash flow improved. The company cited AI-driven efficiency and scale benefits, expanded Shopify Managed Markets v2.0 to Canada and the UK, and added multiple global brands as customers. Global‑e completed $68 million of share repurchases in Q2 (finishing a $200 million program) and its board authorized a new buyback program of up to $500 million. Following the strong first half, Global‑e raised its 2026 guidance for GMV, revenue and adjusted EBITDA and provided Q3 targets.

• Q2 2026 GMV reached $2.089 billion, up 44% year-over-year.
• Q2 2026 revenue was $299 million, up 39% year-over-year (service fees $139.4M; fulfillment $159.6M).
• Adjusted EBITDA rose to $62.4 million (up 62% from $38.5M); adjusted EBITDA margin reached 20.9%.