Sea Limited Q4 Earnings: Trading Short-Term Pain For Long-Term Gain
Source: SeekingAlpha
2026-03-09 12:16:01 ET
Introduction
Sea Limited’s ( SE ) share price dived 15% after earnings, driven by:
- EPS was a small beat, at $0.63, while spooking investors' fear on rising credit provisions from Monee ($393 million), hampering the bottom line,
- Shopee’s underwhelming guidance of GMV growth +25% YoY in FY2026 with adjusted EBITDA remaining flat vs. 2025's level in absolute dollar terms, from more user subsidies and distribution network investments
- Potential deceleration of Garena gaming, alongside,
- Intensification of competition from Chinese e-commerce players like TikTok shop, Lazada ( BABA ) and Temu ( PDD ) diluting Shopee’s market share in ASEAN, along with competition against Mercado Libre ( MELI ) in Brazil.
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Sea Limited Q4 Earnings: Trading Short-Term Pain For Long-Term Gain
Sea Limited American Depositary Shares each representing one Class A
NASDAQ: SE
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$66,868,651,545
359,948,120
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347
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Retail - Discretionary
Consumer Discretionary
SG
Singapore
