Sea Q3 Earnings: E-Commerce Leads Growth, Shopee On Track To Hit GMV Guidance, Stock Soars
Sea Q3 Earnings: E-Commerce Leads Growth, Shopee On Track To Hit GMV Guidance, Stock Soars
Sea Limited (NYSE:SE) reported fiscal third-quarter 2024 revenue growth of 30.8% year-on-year to $4.33 billion, beating the analyst consensus estimate of $4.08 billion.
Sea Limited (紐交所:SE) 報告了2024財年第三季度營業收入同比增長30.8%，達到43.3億美金，超過分析師共識預期的40.8億美金。
EPS of $0.24, up from $(0.26) Y/Y, missed the analyst consensus estimate of $0.26. The stock price gained after the print.
每股收益爲0.24美金，較去年同期的-0.26美金有所上升，但未能達到分析師共識預期的0.26美金。報告發布後股價上漲。
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Digital Entertainment revenue decreased 15.9% year over year to $497.85 million. Bookings improved to $556.5 million, up 24.3% Y/Y.
數字娛樂的營業收入同比下降15.9%，達到49785萬美金。預定金額改善至55650萬美金，同比增長24.3%。
The segment's adjusted EBITDA was $314.4 million, up 34.4% Y/Y. Quarterly active users were 628.5 million, up 15.5% Y/Y. Average bookings per user were $0.89 versus $0.82 Y/Y.
該部門的調整後EBITDA爲31440萬美金，同比增長34.4%。季度活躍用戶數爲62850萬，同比增長15.5%。每用戶平均預定金額爲0.89美金，去年同期爲0.82美金。
E-commerce and other services revenue increased 42.6% Y/Y to $3.2 billion. Adjusted EBITDA for the segment overall was $34.4 million versus $(346.5) million a year back.
電子商務和其他服務的營業收入同比增長42.6%，達到32億美金。該部門的整體調整後EBITDA爲3440萬美金，而去年同期爲-346.5百萬美金。
Core marketplace revenue grew 49.3% year over year to $2.0 billion. Gross orders rose 24.2% year over year. GMV was $25.1 billion, increasing by 25.2% year over year.
核心市場的營業收入同比增長49.3%，達到20億美金。總體訂單量同比上升24.2%。GMV爲251億美金，同比增加25.2%。
Digital Financial Services revenue grew 38.0% Y/Y to $615.7 million.
數字金融服務的營業收入同比增長38.0%，達到61570萬美金。
Sea Ltd held $9.9 billion in cash and equivalents as of September 30, 2024.
截至2024年9月30日，Sea有限公司持有99億現金和等價物。
Forrest Li, Chairman and CEO noted Shopee is on track to meet its annual guidance, projecting mid-twenties year-on-year GMV growth. SeaMoney expanded its loan book by over 70% year-over-year, maintaining a stable non-performing loan ratio. Li also highlighted Garena's success, expecting Free Fire's bookings to increase by more than 30% this year.
董事長兼首席執行官李福森指出，Shopee正按計劃實現年度指導，預計同比GMV增長中間在20%到25%之間。SeaMoney的貸款規模同比增長超過70%，保持了穩定的不良貸款比率。李還強調了Garena的成功，預計《絕地求生：刺激戰場》的預訂將在今年增長超過30%。
Li emphasized improved profitability alongside robust growth, pointing out that Shopee achieved positive adjusted EBITDA in Asia and Brazil. He anticipates Shopee will continue delivering profits while sustaining growth momentum.
李強調在強勁增長的同時實現了更高的盈利能力，指出Shopee在亞洲和巴西實現了正的調整後EBITDA。他預計Shopee將繼續在保持增長勢頭的同時交付利潤。
Sea Ltd stock surged over 153% year-to-date.
截至目前，Sea有限公司的股價已累計上漲超過153%。
Price Action: SE stock is up 14.30% at $111.45 at the last check on Tuesday.
價格動態：截至週二，SE股票上漲14.30%，最新價格爲$111.45。
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譯文內容由第三人軟體翻譯。
