SE
Sea Limited124.27
+2.71+2.23%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Details Shopee 2026 investments, VIP success
Q&A fleshed out Shopee's 2026 growth levers—expanding fulfillment to double penetration, VIP partnerships like ChatGPT, faster Brazil logistics—to hit 25% GMV growth with EBITDA flat or better amid stable competition. VIP retention soared to 70% via Shopee-Monee payment integration, fueling 30-40% spend uplift now over 15% of GMV in key markets. Garena targets double-digit bookings via extended NARUTO collab and FIFA promotions. Monee expansion rides market rollouts and off-Shopee loans with steady 1.1% NPLs. Execution stays key. Investors watch fulfillment ramp and Garena content momentum.
Key Stats
Market Cap
73.57BP/E (TTM)
54.27Basic EPS (TTM)
2.29Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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