Core Insights - Sea Limited's recent earnings report indicates strong revenue growth of 38.3% year over year, despite missing earnings expectations by 24.27% with earnings of 78 cents per share [1][8] - The company maintains solid long-term growth prospects across its three main business segments: Shopee, Monee, and Garena, which are driving user growth and monetization [2] Segment Performance - Shopee achieved significant growth with e-commerce revenues increasing by 35% year over year to $4.3 billion, supported by a 28.4% rise in Gross Merchandise Value (GMV) [3] - Monee's revenues surged by 61% year over year, driven by increased financial adoption and healthy credit quality, with SPayLater usage expanding significantly [4] - Garena experienced a strong rebound, with bookings rising by 51.1% year over year and revenues increasing by 31.2%, reflecting improved user engagement and monetization [5] Stock Performance - Sea Limited's shares have increased by 37.1% year to date, outperforming the Internet-Software industry (4.8%) and the broader Computer and Technology sector (23.6%) [6] - The stock has also outperformed peers such as AudioEye, Workday, and Meta Platforms, which have seen lower or negative returns [6] Analyst Sentiment - The Zacks Consensus Estimate for fourth-quarter 2025 earnings is $1.01 per share, indicating a strong year-over-year growth of 62.9% [10] - The first-quarter 2026 earnings estimate has also increased to $1.49 per share, reflecting a year-over-year growth of 73.26% [11] Competitive Landscape - Increasing competition in Southeast Asia from JD.com and in Latin America from MercadoLibre poses challenges for Sea Limited [13][14] - In digital entertainment, Garena faces competition from Take-Two Interactive, which could impact its long-term growth trajectory [15]

Core Insights - Workday, Inc. has partnered with Kinaxis Inc. to create a connected solution that integrates Kinaxis Maestro with Workday Adaptive Planning, providing organizations with a unified view of operational, financial, and workforce data [1][10] Group 1: Partnership and Solution Features - The collaboration enables AI-powered scenario planning, allowing customers to make faster and better decisions while setting stronger financial targets based on operational and workforce realities [2] - The solution is tailored for specific industries, including consumer goods, life sciences, high-tech, automotive, and healthcare, enhancing its value proposition [2] - By breaking down silos between supply chain, finance, and HR, the solution empowers business leaders to make informed decisions amid increasing disruption and uncertainty [3] Group 2: Business Functionality and Benefits - The connected solution addresses the issue of critical business functions operating independently, which often leads to outdated insights and delayed decision-making [4] - Companies can now see real-time financial and workforce implications of supply chain events, enabling swift responses and driving profitable growth [5] Group 3: Strategic Alliances and Growth - Workday is expanding its global footprint through strategic alliances, including a partnership with DailyPay for On-Demand Pay, which allows real-time access to earned wages for frontline workers [6] - The partnership with Alight aims to deliver an integrated payroll experience across Europe, further enhancing Workday's global presence [7] - Workday's collaboration with SkillStorm focuses on providing certified technical consultants to expedite the growth of its ecosystem, emphasizing the integration of advanced AI and ML capabilities [8]