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Sea Se Q1 2026 Earnings Call Transcript

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AI insight

AI-generated

Sea Limited's Q1 2026 earnings show strong growth in e-commerce (Shopee) and digital financial services (SeaMoney) in Southeast Asia and other emerging markets. The company is investing in logistics and user acquisition, indicating a focus on market share and scale. No direct commodity price or supply chain scarcity is affected; the impact is company-specific and sectoral for EM e-commerce and fintech.

Signals our AI researcher identified

Extracted by our AI model from this article and related public sources — not direct quotes from the publisher.

  • Sea Limited Q1 2026 revenue $7.1B, +47% YoY
  • Shopee GMV $37.3B, +30% YoY
  • SeaMoney loan book $9.9B, +71% YoY
  • Adjusted EBITDA $1B, first quarter above threshold
  • Management reaffirms ~25% GMV growth guidance for Shopee in 2026

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Sea Se Q1 2026 Earnings Call Transcript — News Analysis