Sea GAAP EPS of $0.78 misses by $0.01, revenue of $8.58B beats by $500M (SE:NYSE)

Sea Limited (SE) reported Q3 GAAP EPS of $0.78, missing estimates by $0.01, but revenue of $8.58B exceeded expectations by $500M, up 43.2% YoY. Gross orders rose 25.5% YoY to 4.5B, and GMV increased to $39.7B.

Original reporting
Published Nov 10, 2026, 11:32 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 11:37 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$SE
Neutral
high confidence
Mentioned
$SE
Relevance
8/10
AlphAI data visualization · based on seekingalpha.com
Decision brief

The 30-second read

$SENeutralHigh
01

Why it matters

The earnings release provides fresh data on profitability and growth, informing short‑term trading decisions.

02

Market read

First‑report earnings with sizable revenue beat and slight EPS miss; relevant for traders targeting growth tech stocks.

03

What to watch

Gross orders grew 25.5% YoY, indicating future revenue pipeline strength not fully reflected in current price.

Relevance 8/10Novelty 8/10Timing: pre‑market today

Background

Sea Limited (NYSE:SE) operates in digital entertainment, e‑commerce, and fintech across Asia.

Company-level read

Ticker impact

$SENeutralHigh confidence
Context

Sea reported Q3 GAAP EPS of $0.78 (miss by $0.01) and revenue of $8.58B (beat by $0.5B).

Expected impact

potential modest downside as market prices in the EPS miss, offset by revenue beat

Evidence & confidence

Revenue growth of 43% YoY signals strong top‑line momentum, while the EPS miss suggests margin pressure.

Market effects

Positive for e‑commerce and digital entertainment subsectors as Sea's GMV rises to $39.7B.

Boosts sentiment for Asian tech stocks, especially those with exposure to Southeast Asian markets.

Limited; primarily affects investors focused on growth‑stage internet platforms.

Counterpoint

The EPS miss may signal emerging cost pressures; a short position could benefit if margins deteriorate.

Key entities

  • Sea Limited

    Publicly listed Asian internet platform operator.

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