Sea: 3 Key Takeaways for Long-Term Investors

Sea Limited reported Q3 2026 revenue of $8.6 billion, up 43% year-over-year. The company plans to list its financial services division (Monee) within 1-3 years, is building a lean cloud unit focused on software and AI services rather than heavy infrastructure, and is expanding instant delivery capabilities through Shopee to unlock new e-commerce categories. Management expects 25% GMV growth and $1 billion adjusted EBITDA for full year 2026.