Sea Limited reported Q2 2026 consolidated GAAP revenue of $7.8 billion, a 48.2% year-over-year increase, with a net income of $458.1 million.
02
Shopee achieved a 28% year-over-year increase in gross merchandise volume and generated over $250 million in adjusted EBITDA, driven by a 70% surge in advertising revenue.
03
Monee’s loans principal outstanding grew 62.5% year-over-year to $11.1 billion while maintaining a stable 1.0% non-performing loan ratio.
04
Livestreaming and short-form video initiatives now account for over 25% of Shopee's physical goods orders in Southeast Asia.
05
Garena’s digital entertainment segment recorded a 15.5% year-over-year increase in bookings, supported by Free Fire maintaining over 100 million average daily active users.
06
ShopeeVIP membership reached 15 million members, contributing to improved user retention and purchase frequency across the e-commerce platform.
07
Monee integrated AI-driven underwriting to improve credit approval rates by approximately 10% while expanding services beyond the Shopee ecosystem.
Insights
01
Sea Limited reported Q2 2026 consolidated GAAP revenue of $7.8 billion, a 48.2% year-over-year increase, with a net income of $458.1 million.
02
Shopee achieved a 28% year-over-year increase in gross merchandise volume and generated over $250 million in adjusted EBITDA, driven by a 70% surge in advertising revenue.
03
Monee’s loans principal outstanding grew 62.5% year-over-year to $11.1 billion while maintaining a stable 1.0% non-performing loan ratio.
04
Livestreaming and short-form video initiatives now account for over 25% of Shopee's physical goods orders in Southeast Asia.
05
Garena’s digital entertainment segment recorded a 15.5% year-over-year increase in bookings, supported by Free Fire maintaining over 100 million average daily active users.
06
ShopeeVIP membership reached 15 million members, contributing to improved user retention and purchase frequency across the e-commerce platform.
07
Monee integrated AI-driven underwriting to improve credit approval rates by approximately 10% while expanding services beyond the Shopee ecosystem.