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Sea Group Earnings Calls
| Release date | May 12, 2026 |
| EPS estimate | $0.746 |
| EPS actual | $0.84 |
| EPS Surprise | 12.60% |
| Revenue estimate | 6.455B |
| Revenue actual | 7.097B |
| Revenue Surprise | 9.95% |
| Release date | Mar 03, 2026 |
| EPS estimate | $0.82 |
| EPS actual | $0.660 |
| EPS Surprise | -19.12% |
| Revenue estimate | 6.451B |
| Revenue actual | 6.852B |
| Revenue Surprise | 6.21% |
| Release date | Nov 11, 2025 |
| EPS estimate | $1.03 |
| EPS actual | $0.780 |
| EPS Surprise | -24.27% |
| Revenue estimate | 6.42B |
| Revenue actual | 5.986B |
| Revenue Surprise | -6.75% |
| Release date | Aug 12, 2025 |
| EPS estimate | $0.99 |
| EPS actual | $0.85 |
| EPS Surprise | -14.14% |
| Revenue estimate | 5.6B |
| Revenue actual | 5.303B |
| Revenue Surprise | -5.32% |
Last 4 Quarters for Sea Group
Below you can see how SE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 12, 2025 |
| Price on release | $174.12 |
| EPS estimate | $0.99 |
| EPS actual | $0.85 |
| EPS surprise | -14.14% |
| Date | Price |
|---|---|
| Aug 06, 2025 | $147.54 |
| Aug 07, 2025 | $148.86 |
| Aug 08, 2025 | $147.61 |
| Aug 11, 2025 | $146.23 |
| Aug 12, 2025 | $174.12 |
| Aug 13, 2025 | $174.66 |
| Aug 14, 2025 | $174.01 |
| Aug 15, 2025 | $177.28 |
| Aug 18, 2025 | $177.27 |
| 4 days before | 18.02% |
| 4 days after | 1.81% |
| On release day | 0.310% |
| Change in period | 20.15% |
| Release date | Nov 11, 2025 |
| Price on release | $142.31 |
| EPS estimate | $1.03 |
| EPS actual | $0.780 |
| EPS surprise | -24.27% |
| Date | Price |
|---|---|
| Nov 05, 2025 | $157.76 |
| Nov 06, 2025 | $153.56 |
| Nov 07, 2025 | $149.94 |
| Nov 10, 2025 | $155.10 |
| Nov 11, 2025 | $142.31 |
| Nov 12, 2025 | $143.35 |
| Nov 13, 2025 | $140.04 |
| Nov 14, 2025 | $140.85 |
| Nov 17, 2025 | $145.75 |
| 4 days before | -9.79% |
| 4 days after | 2.42% |
| On release day | 0.731% |
| Change in period | -7.61% |
| Release date | Mar 03, 2026 |
| Price on release | $87.82 |
| EPS estimate | $0.82 |
| EPS actual | $0.660 |
| EPS surprise | -19.12% |
| Date | Price |
|---|---|
| Feb 25, 2026 | $104.47 |
| Feb 26, 2026 | $110.90 |
| Feb 27, 2026 | $108.45 |
| Mar 02, 2026 | $105.21 |
| Mar 03, 2026 | $87.82 |
| Mar 04, 2026 | $88.26 |
| Mar 05, 2026 | $95.52 |
| Mar 06, 2026 | $91.98 |
| Mar 09, 2026 | $90.10 |
| 4 days before | -15.94% |
| 4 days after | 2.60% |
| On release day | 0.501% |
| Change in period | -13.76% |
| Release date | May 12, 2026 |
| Price on release | $96.02 |
| EPS estimate | $0.746 |
| EPS actual | $0.84 |
| EPS surprise | 12.60% |
| Date | Price |
|---|---|
| May 06, 2026 | $90.02 |
| May 07, 2026 | $88.67 |
| May 08, 2026 | $86.73 |
| May 11, 2026 | $84.87 |
| May 12, 2026 | $96.02 |
| May 13, 2026 | $93.52 |
| May 14, 2026 | $88.33 |
| May 15, 2026 | $88.23 |
| May 18, 2026 | $88.29 |
| 4 days before | 6.67% |
| 4 days after | -8.05% |
| On release day | -2.60% |
| Change in period | -1.92% |
Sea Group Earnings Call Transcript Summary of Q1 2026
Sea Limited started 2026 with very strong top-line and profitability momentum: consolidated revenue was $7.1 billion (up 47% YoY) and adjusted EBITDA exceeded $1.0 billion for the first time. Key business takeaways: Shopee delivered another record quarter (GMV +30% YoY, gross orders +29%), with materially stronger monetization (advertising +80% YoY), improving unit economics from logistics/fulfillment scale, rapid Shopee VIP adoption (10M+ subscribers, >80% retention) and expanding content-driven commerce. Money (financial services) showed robust growth (revenues +58% YoY), with the consumer & SME loan book at $9.9 billion (+71% YoY) and NPLs well controlled (90+ day NPL 1.1%). Garena had its best quarter since 2021: bookings +20% YoY and adjusted EBITDA +25% YoY, driven by Free Fire and record Arena of Valor performance. Management is continuing targeted growth investments (fulfillment, VIP, AI, user acquisition) while maintaining financial discipline and reiterated 2026 targets: ~25% YoY GMV growth for Shopee and full-year adjusted EBITDA no lower than 2025 in absolute dollars. They remain active in share buybacks and emphasize AI to improve conversion, reduce service cost and personalize experiences. Risks called out implicitly include macro/seasonality, fuel cost exposure, and the need to monitor country/product mix for fintech margins.
