Sea Limited Keeps Shopee Growth Outlook Intact

Earnings
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Sea Limited used its Q2 2026 earnings call to emphasize a balance between investing in Shopee growth and improving unit economics. Revenue of $7.8 billion beat the Zacks Consensus Estimate of $7.34 billion, while reported earnings of $0.86 per share missed the $1.00 estimate. CFO Hou Tianyu said Shopee remains on track for full-year GMV growth of around 25%, and CEO Forrest Li reiterated the goal of more than $1 billion in Shopee adjusted EBITDA for 2026. Li also said Shopee ad revenue rose more than 70% year over year and ad take rate improved by more than 90 basis points, while Monee's loan book reached $11.1 billion with a 90-day nonperforming-loan ratio of 1%. Garena announced Palworld Online and Monster Hunter Outlanders as part of a broader game pipeline.

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