Sea publishes Q3 2026 earnings call transcript
SE•Sea reported record revenue of $8.6 billion, up 43% year over year, and adjusted EBITDA above $930 million. CEO Forrest Li said the company plans to list Monee within one to three years.
1. Revenue and outlook
Sea reported record Q3 2026 revenue of $8.6 billion, up 43% year over year, and adjusted EBITDA above $930 million. Shopee maintained its full-year 2026 outlook for GMV growth of around 25% and adjusted EBITDA of $1 billion.
2. Monee plans
CEO Forrest Li said Sea plans to list Monee within one to three years. Monee’s loan book grew around 60% year over year to $12.6 billion, while its 90-day nonperforming loan ratio reached 1.3%.
