🚀 Q2 2026 Earnings: Sea Limited ($SE (+1,87%))📊
Sea Limited released its second-quarter results a few minutes ago. Here’s a look at the key metrics:
🔹 Revenue: ~$7.79 billion (analysts’ estimate of $7.09 billion)
🔹 Earnings per Share (EPS): $0.65 (Prior year: $0.70 | Estimated: ~$0.82 – $1.00)
🔹 Net income: $414.2 million (previous year: $458.1 million)
💡 What’s behind these numbers?
🔹 Operations: Strong GMV growth at Shopee and continued pace of scaling at SeaMoneyare driving sentiment.
🔹 Result: On a GAAP basis, EPS ($0.65) and revenue—due to strategic reinvestments—fall short of analysts’ purely conservative estimates, but the market is clearly focused on the strong operational momentum.
Concerns about a slump in e-commerce margins have not materialized. Shopee is doing an excellent job of maintaining its market leadership in Southeast Asia despite strong competition. Investors are rewarding the fact that growth investments are paying off.
How do you assess the current situation? Hold on or take profits? (I’m up about 25%)
