Sea Limited Shares Jump 20% on Strong Earnings and Strategic Growth Outlook

Sea Limited (NYSE: SE) shares surged nearly 20% on Tuesday, driven by a strong second-quarter earnings report and strategic guidance from CEO Forrest Li on future growth initiatives [1]. The company reported revenue of $5.3 billion for the quarter ending June 2025, a nearly 40% increase compared to the same period in 2024. Net income also saw a significant jump, reaching $414.2 million—more than five times the $79.9 million profit recorded in the prior year [4]. All three of Sea’s core business units—Shopee, Garena, and Monee—posted double-digit revenue growth, reinforcing the company’s diversified and resilient business model [4].

Shopee, Sea’s dominant e-commerce platform, accounted for 72% of the company’s total revenue and saw its gross merchandise value grow by 25% year-to-date compared to 2024 [4]. Meanwhile, Sea’s fintech arm, Monee, demonstrated robust expansion, with its loan book increasing by 94% year-on-year to $6.9 billion [4]. The performance reflects Sea’s broader shift toward monetizing its digital services while maintaining user engagement and operational efficiency [2].

CEO Forrest Li emphasized that Sea has reached a stage where it can pursue new growth opportunities without sacrificing profitability [2]. During the earnings call, Li highlighted Brazil as a key expansion target. Shopee entered the Brazilian market in 2019 and has since become one of the leading e-commerce platforms in the country. Both Li and CFO Tony Hou expressed confidence in the company’s ability to compete effectively in Brazil despite increasing competition from rivals like PDD Holdings and ByteDance [4].

Sea’s continued profitability marks a significant turnaround for the company. For the first time in two years, Sea has recorded consecutive annual profits following a period of cost-cutting and restructuring [4]. The stock’s nearly 60% gain in 2025 underscores investor confidence in the company’s strategic direction and its ability to scale across multiple digital verticals [1].

As Sea continues to invest in AI-driven tools and logistics infrastructure, the company remains focused on leveraging technology to drive efficiency and scalability across its platforms [2]. With strong momentum in the second quarter and a clear roadmap for expansion, Sea is positioned to capitalize on emerging market opportunities and solidify its leadership in the digital services sector [4].

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[1] title1: Why Sea Limited Stock Rocketed Up Today

url1: https://www.aol.com/why-sea-limited-stock-rocketed-181300162.html

[2] title2: Shopee, 'Free Fire' game demand help Sea beat revenue

url2: https://www.aol.com/news/shopee-owner-sea-beats-quarterly-103516627.html

[3] title3: Sea Limited (SE) Q2 2025 Earnings Call Transcript

url3: https://seekingalpha.com/article/4812663-sea-limited-se-q2-2025-earnings-call-transcript

[4] title4: Sea : 2025 Q2 Transcript

url4: https://www.marketscreener.com/news/sea-2025-q2-transcript-ce7c51dad88ef221