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Sea Ltd (SE)
:SE
Earnings Data
Report Date
May 20, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.79Last Year’s EPS
-0.04Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 04, 2025
|% Change Since: 2.09%
|Next Earnings Date:May 20, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance across all business segments, with record-breaking achievements in e-commerce, digital financial services, and digital entertainment. While there are some concerns about potential profitability fluctuations in Brazil and managing loan book growth risks, the overall sentiment is positive due to the significant growth and strategic achievements.Company Guidance
In the Sea Limited Fourth Quarter and Full Year 2024 Results Conference Call, the company reported robust financial and operational performance across its three main business segments: e-commerce, digital financial services, and digital entertainment. For e-commerce, Shopee achieved a GMV of over $100 billion with a 28% year-on-year growth, recording over 10 billion orders in 2024, while maintaining positive adjusted EBITDA for the first full year. The digital financial services segment generated $2.4 billion in revenue with an adjusted EBITDA of over $700 million, driven by a 60% increase in the loan book to over $5 billion. The digital entertainment segment saw a resurgence with Free Fire's bookings growing 34% year-on-year, making it the world's largest mobile game by average DAU in 2024. Overall, Sea Limited's total GAAP revenue rose 29% year-on-year to $16.8 billion, with a full-year adjusted EBITDA of $2 billion, up from $1.2 billion in 2023. The company also highlighted improvements in service quality and operational efficiencies, notably through AI integration, which contributed to increased customer satisfaction and reduced costs. Looking ahead, Sea Limited anticipates continued growth and profitability in 2025, with Shopee's GMV expected to grow by 20% and Garena projected to maintain double-digit growth in both user base and bookings.Record-Breaking E-commerce Performance
Shopee's GMV surpassed $100 billion for the first time in 2024, with over 10 billion orders and a 28% year-on-year growth. It marked the first full year of being adjusted EBITDA positive.
Digital Financial Services Growth
Sea's digital financial services segment achieved annual revenue of $2.4 billion and adjusted EBITDA of over $700 million, with a 30% year-on-year growth in both top and bottom lines.
Free Fire's Comeback
Garena's Free Fire bookings grew 34% year-on-year, making it the world's largest mobile game by average DAU in 2024, with an average DAU growth of 28% year-on-year.
Strong Financial Performance
Total GAAP revenue increased 37% year-on-year to $5 billion in Q4 2024, with a total adjusted EBITDA of $591 million compared to $127 million in Q4 2023.
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SE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 04, 2025 | $123.49 | $132.31 | +7.14% |
| Nov 12, 2024 | $97.46 | $107.65 | +10.46% |
| Aug 13, 2024 | $66.92 | $74.85 | +11.85% |
| May 14, 2024 | $64.46 | $66.26 | +2.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Sea Ltd (SE) report earnings?
Sea Ltd (SE) is schdueled to report earning on May 20, 2025, TBA Not Confirmed.
What is Sea Ltd (SE) earnings time?
Sea Ltd (SE) earnings time is at May 20, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SE EPS forecast?
SE EPS forecast for the fiscal quarter 2025 (Q1) is 0.79.
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