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โข Revenue: $8.58B (+43.4% YoY)
โข GAAP EPS: $0.78 vs. $0.59 YoY
โข Net Income: $502.5M (+34.0% YoY)
โข Gross Profit: $3.94B (+51.4% YoY)
โข Operating Income: $664.2M (+39.5% YoY)
โข Adjusted EBITDA: $931.3M (+28.9% YoY)
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โข Shopee revenue increased 41.3% YoY to $6.1B, with adjusted EBITDA up 44.7% to $269.2M
โข Shopee GMV grew 23.3% to $39.7B, while gross orders increased 25.5% to 4.5B
โข Shopee core marketplace revenue surged 50.6% to $4.6B, supported by stronger monetization
โข Monee revenue jumped 63.9% to $1.6B, with adjusted EBITDA rising 15.5% to $298.3M
โข Monee loans outstanding increased 60% to $12.6B; 90-day delinquency rate rose to 1.3% from 1.1%
โข Garena revenue grew 28.6% to $840.1M, while adjusted EBITDA increased 45.9% to $458.2M
โข Credit loss provisions surged 82.3% to $681.5M, while sales and marketing expenses rose 64%
โข Authorized an additional $1B share buyback after repurchasing $997.2M under its previous program