Sea reported revenue of $7.8 billion, up 48% year over year, with adjusted EBITDA reaching $917 million and a $1 billion Shopee guide signaling a shift to profitable scaling. Key metrics include a 35% rise in new active buyers, 20% lower cost per order amid 80% higher instant delivery volume, and Monee's $11.1 billion loan book at a 1.0% NPL ratio supported by AI-driven credit improvements. The stock's 35.7% discount to its 52-week high reflects investor caution on sustaining buyer growth and competition without heavier promotions.

Company: Sea Limited (SE) — Q2 FY2026

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