Sea Limited (NYSE:SE) stunned markets with Q1 2026 revenue of $7.33B and 72.6M users, driving an EBITDA beat and a ~28.5% share surge to about $109, even as the company trims AI-related Shopee roles in Southeast Asia, bucking the region’s AI hiring trend.

Previous Week Recap

  • Sea Q1 2026 Revenue, Users Soar: Sea Limited (SE) Q1 2026 revenue $7.33B (+43.2% YoY); 72.6M users (+12.4% YoY). EBITDA beat; shares jumped ~28.5%, trading near $109.03.
  • Sea Cuts AI Jobs in Shopee: Sea Limited (SE) cuts AI-related jobs at Shopee in Southeast Asia, per ILO report, contrasting with regional trend of continued hiring in AI-exposed roles.

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