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Sea Limited Q3 2026 Earnings Presentation is the English-language results deck that Sea Limited published on its investor relations site (sea.com/investor) with its third quarter 2026 results on 10 November 2026. Sea is the parent of Shopee (e-commerce), Monee (digital financial services) and Garena (games); amounts are in US dollars. The 21-slide deck covers consolidated financials, a segment breakdown, business highlights for each of the three units, and GAAP to non-GAAP EBITDA reconciliations.
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Sea Limited Q3 2026 Earnings Presentation is the English-language results deck that Sea Limited published on its investor relations site (sea.com/investor) with its third quarter 2026 results on 10 November 2026. Sea is the parent of Shopee (e-commerce), Monee (digital financial services) and Garena (games); amounts are in US dollars. The 21-slide deck covers consolidated financials, a segment breakdown, business highlights for each of the three units, and GAAP to non-GAAP EBITDA reconciliations.
Tampilan detail setiap halaman slide, termasuk tata letak, konten utama dan elemen visual.
Cover slide for Sea's Q3 2026 results presentation, dated November 2026. It carries the Sea logo and the tagline "connecting the dots".
White slide with a colourful wave ribbon across the top. The logo sits at left, with the title, date and a thin blue rule at right.
Forward-looking statements are made under the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Risk factors named include growth of Shopee, Monee and Garena, competition, regulation, and AI, cloud and infrastructure initiatives. The slide also notes that adjusted EBITDA and total adjusted EBITDA are non-GAAP measures, reconciled within the deck.
Text-only slide with three long justified paragraphs under a title and divider. Small Sea logo at top left and page footer at bottom right.
Section divider introducing the results overview, which covers the consolidated and segment financial slides that follow.
Same divider layout as the cover: wave ribbon, large logo at left, two-line title at right with a rule below.
Shopee GAAP revenue rose from $4.3 billion in 3Q25 to $5.6 billion in 2Q26 and $6.1 billion in 3Q26 (YoY +41.3%, QoQ +8.6%). Monee loans principal outstanding reached $12.6 billion (YoY +60.0%, QoQ +12.8%) against $7.9 billion a year earlier. Garena bookings were $890.0 million (YoY +5.9%, QoQ +16.6%) versus $840.7 million in 3Q25 and $763.5 million in 2Q26.
Three side-by-side bar charts, one per business, each comparing 3Q 2025, 2Q 2026 and 3Q 2026, with the latest bar in dark blue. YoY and QoQ growth callouts sit above each chart and footnotes define loans principal outstanding and bookings.
Group GAAP revenue was $8.6 billion (3Q25: $6.0 billion, 2Q26: $7.8 billion) and gross profit was $3.9 billion (3Q25: $2.6 billion, 2Q26: $3.5 billion). Operating income was $664.2 million against $475.9 million a year earlier and $650.3 million in 2Q26. Net income was $502.5 million versus $375.0 million in 3Q25 and $458.1 million in 2Q26.
Four equal bar-chart panels in a row (revenue, gross profit, operating income, net income), each with three bars and the latest quarter highlighted in dark blue.
Total adjusted EBITDA was $931.3 million versus $722.3 million in 3Q25 and $896.9 million in 2Q26. By segment for 3Q26, adjusted EBITDA was $269.2 million for Shopee, $298.3 million for Monee and $458.2 million for Garena. Gross cash position was $9.5 billion, down from $10.5 billion in 3Q25 and $10.3 billion in 2Q26.
Left half is an adjusted EBITDA bar chart with a segment table (Shopee, Monee, Garena) beneath it. The right half is a gross cash position bar chart. Footnotes define gross cash and the Garena deferred-revenue treatment.
Revenue in US$ millions: Shopee 6,070.2, Monee 1,621.9, Garena 840.1, Other Services 50.1, consolidated 8,582.3. Operating income: Shopee 155.4, Monee 288.5, Garena 453.2, Other Services (90.4), unallocated expenses (142.6), consolidated 664.2. Adjusted EBITDA: 269.2, 298.3, 458.2, (83.9), (10.4), consolidated 931.3. Footnotes explain that unallocated expenses are mainly share-based compensation and general corporate costs.
A single wide table with segments as columns and Revenue, Operating income/(loss) and Adjusted EBITDA as rows. A heavy vertical rule sets the consolidated column apart, with footnotes below.
Section divider introducing the Shopee, Monee and Garena business highlights.
Divider layout with wave ribbon, large logo at left and two-line title with a rule at right.
Shopee set new highs in GMV, gross orders and revenue, and 3Q26 was its most profitable quarter, with adjusted EBITDA of $269 million. Average monthly active buyers rose 20% YoY, ad revenue rose more than 55%, and Brazil was the fastest growing market. Logistics, the ShopeeVIP membership (over 21 million members, with ShopeeVIP+ including Netflix) and livestream, short-video and affiliate content were highlighted. The deck states Shopee remains on track for about 25% GMV growth and $1 billion adjusted EBITDA for full-year 2026.
Three rounded blue header boxes (growth with discipline, structural moats, engaging discovery), each above a white bordered card of bullet points. The full-year target is in bold at the foot of the first card.
GMV rose from $32.2 billion in 3Q25 to $36.7 billion, $37.3 billion, $38.3 billion and $39.7 billion in 3Q26. Gross orders rose from 3.6 billion to 4.0, 4.0, 4.2 and 4.5 billion over the same five quarters.
A five-quarter column chart for GMV with a grey line and markers for gross orders above it. Current quarter bar is dark blue and the legend sits at upper left.
GAAP revenue grew from $4.3 billion in 3Q25 to $5.0, $5.1, $5.6 and $6.1 billion in 3Q26. The GAAP take rate (revenue as a percentage of GMV) rose from 13.3% to 13.5%, 13.7%, 14.6% and 15.3%. The 3Q26 bar splits into core marketplace $4.6 billion, value-added services $0.7 billion and product revenue $0.7 billion.
Stacked column chart over five quarters with a take-rate line above. Only the latest bar is labelled with its three components and the legend names the three revenue types.
Adjusted EBITDA rose from $186.1 million in 3Q25 to $202.5, $223.2, $255.4 and $269.2 million in 3Q26. Adjusted EBITDA as a percentage of GMV was 0.6% for the first three quarters and 0.7% for the last two.
Five-quarter column chart with a grey percentage line above it. The latest bar is dark blue and a footnote points to the appendix reconciliation.
Loans principal outstanding reached $12.6 billion, up 60% YoY, with the NPL 90+ ratio at 1.3%, nearly 6 million first-time borrowers added and nearly 44 million active credit users (up about 28% YoY). Monee said the modest NPL uptick reflects the credit environment in Thailand and Brazil, and that it tightened underwriting and credit limits for selected segments. The right card covers deeper user relationships, off-Shopee SPayLater growth to nearly 25% of the portfolio, and the ShopeePay Unlimited Card in Thailand.
Two blue header boxes above two white bordered cards of bold sub-headings and bullets. The footnotes at the bottom define NPL90+ and active credit users.
Loans principal outstanding grew from $7.9 billion in 3Q25 to $9.2, $9.9, $11.1 and $12.6 billion in 3Q26, which splits into $11.2 billion on-book and $1.3 billion off-book. The NPL90+ ratio was 1.1%, 1.1%, 1.1%, 1.0% and then 1.3% in 3Q26.
Stacked column chart for on-book and off-book loans over five quarters with a grey NPL90+ line above. Three footnotes define the loan, NPL and off-book terms.
GAAP revenue grew from $989.9 million in 3Q25 to $1,131.9, $1,241.8, $1,402.8 and $1,621.9 million in 3Q26. Adjusted EBITDA rose from $258.3 million to $263.1, $275.2, $288.0 and $298.3 million.
Clustered column chart with a revenue bar and an adjusted EBITDA bar for each of five quarters. The latest revenue bar is highlighted in dark blue.
Garena bookings grew 6% YoY from a high base, with profitability also improving, driven by Free Fire and Arena of Valor (AoV). Free Fire's NARUTO SHIPPUDEN collaboration returned, generated more than 6.5 billion social media views and its Chapter Two won a Pocket Gamer Mobile Games Awards prize. AoV's 10th anniversary included a Taipei Dome concert of about 30,000 fans and a Taipei city-themed campaign.
Two blue header boxes above two white bordered cards of bullet points, with the Garena logo at top left and a red divider line.
Quarterly active users were 670.8 million in 3Q25, 633.3, 666.5, 666.3 and 671.7 million in 3Q26. The quarterly paying user ratio was 9.8%, 9.2%, 10.9%, 10.2% and 10.2%. ARPPU (average bookings per quarterly paying user) was $12.8, $11.6, $12.8, $11.2 and $13.0 in US dollars.
Five-quarter column chart for active users with a paying-ratio line above, and a ruled ARPPU table row directly beneath the x-axis.
Bookings in US$ millions were 841, 672, 931, 764 and 890 from 3Q25 to 3Q26. GAAP revenue was 653, 701, 697, 747 and 840 and adjusted EBITDA was 314, 383, 368, 409 and 458. Footnotes define bookings as GAAP revenue plus change in deferred revenue and explain that adjusted EBITDA excludes the net deferred revenue effect.
Clustered column chart with three bars per quarter across five quarters. The latest bookings bar is dark blue, and footnotes appear beneath the chart.
Section divider introducing the GAAP to non-GAAP reconciliation tables.
Divider layout with wave ribbon, logo at left, and the single word Appendix with a rule at right.
In US$ thousands, for 3Q25 and 3Q26: Shopee operating income 110,117 and 155,421, plus D&A 75,938 and 113,750, giving adjusted EBITDA of 186,055 and 269,171. Monee operating income 248,177 and 288,487, D&A 10,135 and 9,769, adjusted EBITDA 258,312 and 298,256. Garena operating income 309,811 and 453,205, D&A 4,218 and 4,956, adjusted EBITDA 314,029 and 458,161, with a deferred revenue net effect of 151,915 and 52,030.
A clean table with three stacked blocks, one per segment. Italic line items sit above a ruled bold adjusted EBITDA total, and the columns are 3Q 2025 and 3Q 2026.
In US$ thousands, Other Services had operating loss of (27,039) in 3Q25 and (90,371) in 3Q26, with adjusted EBITDA of (25,119) and (83,876). Group operating income was 475,946 and 664,171, plus D&A of 92,211 and 134,970 and share-based compensation of 154,182 and 132,142, for total adjusted EBITDA of 722,339 and 931,283. The net effect of deferred revenue and related cost was 151,915 and 52,030.
Same table style as the previous slide with an Other Services block and a Group block, each with a ruled bold total. The unaudited note sits at the bottom left.
Pertanyaan umum tentang slide ini dan konten presentasi yang mendasarinya.
It is the English-language presentation Sea Limited published on its investor relations site (sea.com/investor) with its third quarter 2026 results on 10 November 2026. Sea is the parent of Shopee, Monee and Garena, and all amounts are in US dollars.
Group GAAP revenue was $8.6 billion, gross profit $3.9 billion, operating income $664.2 million and net income $502.5 million. Total adjusted EBITDA was $931.3 million, and gross cash position was $9.5 billion. The deck marks all figures as unaudited.
Shopee GAAP revenue was $6.1 billion (up 41.3% YoY) with adjusted EBITDA of $269.2 million. Monee loans principal outstanding reached $12.6 billion (up 60.0% YoY) with adjusted EBITDA of $298.3 million. Garena bookings were $890.0 million (up 5.9% YoY) with adjusted EBITDA of $458.2 million.
The Shopee highlights slide says the unit remains on track to deliver GMV growth of about 25% and adjusted EBITDA of $1 billion for full-year 2026. The deck shows no other numeric full-year guidance.
The two appendix slides start from GAAP operating income and add depreciation and amortization for each segment. At group level they also add share-based compensation to reach total adjusted EBITDA of $931,283 thousand. The deferred revenue net effect that Garena excludes is shown as supplemental information.
Monee reports an NPL90+ ratio of 1.3% at the end of 3Q26, up from 1.0% in 2Q26 and 1.1% a year earlier. The deck attributes the uptick mainly to the credit environment in Thailand and Brazil and says underwriting and credit limits were recalibrated.
Yes. It uses a wave-ribbon cover and section dividers, then consistent dark-blue highlighting of the current quarter in each bar chart. Highlights slides use three-column or two-column callout cards, and the appendix uses plain reconciliation tables.
Most footnotes were legible at the resolution reviewed, including the definitions of bookings, NPL90+ and take rate. The disclaimer slide is dense small text that is best read in the original source.
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