Sea Stock Plunges on Q3 Report, Faces Challenges in Digital Entertainment and E-Commerce Sectors
Sea Stock Plunges on Q3 Report, Faces Challenges in Digital Entertainment and E-Commerce Sectors
Sea Limited (NYSE:SE) reported third-quarter FY23 revenue growth of 4.9% year-on-year to $3.310 billion, beating the consensus of $3.109 billion.
海上限定 紐約證券交易所代碼：SE）報告稱，2023財年第三季度收入同比增長4.9％，達到33.10億美元，超過了共識的31.09億美元。
Adjusted EPS loss of $(0.26), down from $(1.01) Y/Y, missed the consensus of $0.03.
調整後的每股收益虧損爲0.26美元，低於同比1.01美元，未達到共識的0.03美元。
Digital Entertainment revenue decreased 33.7% Y/Y to $592.15 million, and bookings improved to $447.9 million versus $443.1 million a year ago. The segment's adjusted EBITDA was $234.0 million, compared to $239.5 million a year ago.
數字娛樂 收入同比下降33.7％，至5.9215億美元，預訂量從去年同期的4.431億美元增至4.479億美元。該板塊調整後的息稅折舊攤銷前利潤爲2.34億美元，而去年同期爲2.395億美元。
Quarterly active users were 544.1 million, compared to 544.5 million in the prior quarter.
季度活躍用戶爲5.441億，而上一季度爲5.445億。
Average bookings per user were $0.82, which increased slightly Q/Q.
每位用戶的平均預訂量爲0.82美元，環比略有增長。
E-commerce and other services revenue increased 22.3% Y/Y to $2.42 billion. Adjusted EBITDA for Shopee overall was $(346.5) million versus $(495.7) million a year back.
電子商務 其他服務收入同比增長22.3％，達到24.2億美元。Shopee調整後的息稅折舊攤銷前利潤總額爲3.465億美元，去年同期爲4.957億美元。
Core marketplace revenue grew 31.7% Y/Y. Gross orders rose over 13.2% Y/Y and 23.6% Q/Q.
核心市場收入同比增長31.7％，總訂單同比增長13.2％，季度增長23.6％。
Digital Financial Services revenue grew 36.5% Y/Y to $446.2 million.
數字金融服務 收入同比增長36.5％，達到4.462億美元。
Sea Ltd held $7.9 billion in cash and equivalents.
Sea Ltd持有79億美元的現金及等價物。
Chair and CEO Forrest Li said, "And maximizing long-term profitability requires scale and strong market leadership. To achieve this long-term objective, we look at three key operational factors: growth, current profitability, and market share gain."
董事長兼首席執行官李福雷斯特說：“最大限度地提高長期盈利能力需要規模和強大的市場領導地位。爲了實現這一長期目標，我們着眼於三個關鍵運營因素：增長、當前盈利能力和市場份額增加。”
The Q4 consensus for revenue and EPS are $3.3 billion and $(0.14).
第四季度收入和每股收益的共識爲33億美元和0.14美元。
Price Action: SE shares traded lower by 21.90% at $35.92 session on the last check Tuesday.
價格走勢： 週二上一次支票交易日，SE股價下跌21.90％，至35.92美元。