Sea Ltd
Sea Ltd is a Consumer Cyclical company operating in Internet Retail with a $54.54B market cap.
Most recent earnings call: Q1 FY26 on May 12, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks SE's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 90% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for SE.
$ curl https://api.spokenalpha.com/v1/companies/SEFAQ
Spoken Alpha indexes SE's earnings call transcripts at https://spokenalpha.com/companies/SE. Each call links to attributed speakers and parsed analyst Q&A.
Sea Ltd (SE) held its most recent earnings call on 2026-05-12, covering fiscal Q1 2026.
Sea Ltd (SE) operates in the Consumer Cyclical sector (Internet Retail industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.88 | $1.26 | +49.2% | +9.0% | +9.1% |
| Q4 FY2026 | $1.89 | $1.26 | +49.9% | +7.6% | +5.6% |
| Q3 FY2026 | $2.03 | $1.36 | +48.9% | +9.1% | +10.7% |
| Q2 FY2026 | $2.03 | $1.41 | +44.1% | +4.3% | +3.3% |
| Q1 FY2025 | $2.01 | $1.38 | +45.7% | -1.3% | -2.4% |
| Q4 FY2025 |
| $2.35 |
| $1.57 |
| +49.8% |
| +1.0% |
| -1.8% |
| Q3 FY2025 | $2.32 | $1.64 | +41.4% | +1.3% | +0.9% |
| Q2 FY2025 | $2.42 | $1.61 | +50.4% | +3.0% | +1.3% |
| Q1 FY2024 | $2.39 | $1.64 | +46.0% | +6.4% | +3.8% |
| Q4 FY2024 | $2.13 | $1.43 | +48.7% | +8.9% | +11.8% |