Shopee’s quick commerce is different from Blinkit or Meituan
In the earnings call of Shopee parent Sea Group last week, founder Forrest Li mentioned the growth of instant delivery in Southeast Asia, specifically:
“In...
Sea Limited (SE) Q3 2025 earnings call transcript
Sea Group announced their Q3 2025 earnings last week (11 November 2025). The market has reacted negatively, sending the price down more than 8%...
For brands, Double 11 is a grind
We couldn’t resist sending this out on 11.11 itself - the day that started it all.
Since its invention by Alibaba in 2009, Double 11...
Shopee shuts down in two countries
Last week, Shopee officially announced that starting October 30 at 11:59 p.m., it would cease operations in Chile and Colombia.
The notice posted on both...
Why Alibaba Cloud Is Learning from Google Cloud, Not AWS
When it comes to global cloud computing, there are three giants — AWS (Amazon), Azure (Microsoft), and Google Cloud (GCP). Their annual revenues are...
Can Shopee parent really become a trillion-dollar company?
Group CEO Forrest talked about the trillion-dollar company goal.
Apple tiptoes into Douyin Live Commerce
Apple's debut on Douyin Live: no discounts, no hype, just a cautious step into China’s booming livestream commerce scene.
Klarna IPO vs. Southeast Asia: Did BuyNowPayLater deliver?
Klarna, the Swedish company that pioneered the business model of “BuyNowPayLater” (BNPL), finally went public last week, 20 years after founding.
Klarna’s current market cap...
TikTok Shop Brazil GMV grew close to US$50m in August
Intense competition to come to Latin America's ecommerce market
The global stakes of Alibaba’s quick commerce bet
China’s food delivery and quick commerce war does not seem to end any time soon.
It has wiped out Meituan’s Q2 earnings (operating profit dropped...
