Business MilestoneFeb 28, 2026
Sea Group Reports Record Q4 Revenue, Announces $500M AI Investment
Sea Group reported Q4 2025 results showing a significant strategic pivot toward AI investment across its three business segments: Shopee (e-commerce), SeaMoney (fintech), and Garena (gaming). The company disclosed $800 million in planned AI R&D spending for 2026, focused on recommendation algorithms, fraud detection, and generative AI tools for merchants. Revenue grew 23% year-over-year to $4.1 billion, with Shopee's APAC e-commerce GMV reaching $25 billion in the quarter. CEO Forrest Li stated that AI-driven personalization has already improved Shopee's conversion rates by 18% in pilot markets.