🌊 Sea Limited (SE) Q1 2026: The growth engine is humming again! $SE
The community breathes a sigh of relief after yesterday's earnings (May 12). Despite a slight miss in earnings (EPS), the market is celebrating the massive growth figures.
đź“Š The hard facts (Q1 2026)
- Turnover:
USD 7.1 billion (Massive beat! Expectations were around USD 6.45 billion) 🚀
- Growth:
+47 % year-on-year (YoY).
- EPS (earnings per share):
USD 0.67 (just below the expected USD 0.76).
- EBITDA milestone: For the first time, Sea breaks the USD 1 billion mark in adjusted EBITDA! 🏆
🔍 Segment deep dive: where does the power come from?
- Shopee (e-commerce): The heart beats strongly. The gross merchandise volume (GMV) rose by 30 %. Particularly impressive: advertising revenue increased by 80 % exploded. This shows that the monetization of the platform is becoming increasingly effective.
- Garena (Gaming): The strongest quarter since 2021! Free Fire remains a perennial favorite and stabilizes cash flow for the other segments.
- SeaMoney (Fintech): The loan portfolio grew by 71 % YoY. Despite the expansion, risks (loan defaults) remain stable - an important factor for long-term profitability.
I remain invested as I use shopee myself on a weekly basis and remain convinced of the company. Even if my entry was a little too early
