Sea Limited · SE · Next earnings

Sea Limited reports Tuesday, Nov 10, 2026

SE reports before market open with consensus EPS at $0.97 and revenue at $8.08B. Last quarter: Sea Limited: Broad-based growth, guidance maintained in Q2 2026

Reports Before market open6 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.97 Calendar consensus
Consensus revenue $8.08B Calendar consensus
Report date Nov 10, 2026 Tuesday, date estimated
Session Before market open 6 days away

Where SE left off: FY2026 Q2

Full report

Sea Limited: Broad-based growth, guidance maintained in Q2 2026

EPS surprise +0.1% Reported $0.86 vs $0.86
Revenue surprise +9.4% Reported $7.79B vs $7.12B
Stock move +14.6% Event window
Subsequent drift -17.3% Up to 20 sessions

Maintained: management kept approximately 25% full-year GMV growth guidance and a target of more than $1 billion in full-year adjusted EBITDA.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Competition from TikTok Shop and other regional e-commerce players.
  • Foreign-exchange pressure and seasonality could test GMV and margin durability.
  • Credit risk, provisioning, and fulfillment costs could affect Monee and Shopee profitability.

Questions analysts left open

  • Whether GMV growth and margin gains can hold through seasonality.
  • Monee margin trajectory, sales-and-marketing spending, and NPL trends.
  • Capital intensity and timing of fulfillment investments.

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Recent SE quarters

All SE earnings
+14.6%FY2026 Q2+13.1%FY2026 Q1-16.5%FY2025 Q4-8.2%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.