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 纽约证券交易所代码：SE）报告称，2023财年第三季度收入同比增长4.9％，达到33.10亿美元，超过了共识的31.09亿美元。
Adjusted EPS loss of $(0.26), down from $(1.01) Y/Y, missed the consensus of $0.03.
调整后的每股收益亏损为0.26美元，低于同比1.01美元，未达到共识的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.
数字娱乐 收入同比下降33.7％，至5.9215亿美元，预订量从去年同期的4.431亿美元增至4.479亿美元。该板块调整后的息税折旧摊销前利润为2.34亿美元，而去年同期为2.395亿美元。
Quarterly active users were 544.1 million, compared to 544.5 million in the prior quarter.
季度活跃用户为5.441亿，而上一季度为5.445亿。
Average bookings per user were $0.82, which increased slightly Q/Q.
每位用户的平均预订量为0.82美元，环比略有增长。
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.
电子商务 其他服务收入同比增长22.3％，达到24.2亿美元。Shopee调整后的息税折旧摊销前利润总额为3.465亿美元，去年同期为4.957亿美元。
Core marketplace revenue grew 31.7% Y/Y. Gross orders rose over 13.2% Y/Y and 23.6% Q/Q.
核心市场收入同比增长31.7％，总订单同比增长13.2％，季度增长23.6％。
Digital Financial Services revenue grew 36.5% Y/Y to $446.2 million.
数字金融服务 收入同比增长36.5％，达到4.462亿美元。
Sea Ltd held $7.9 billion in cash and equivalents.
Sea Ltd持有79亿美元的现金及等价物。
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."
董事长兼首席执行官李福雷斯特说：“最大限度地提高长期盈利能力需要规模和强大的市场领导地位。为了实现这一长期目标，我们着眼于三个关键运营因素：增长、当前盈利能力和市场份额增加。”
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识为33亿美元和0.14美元。
Price Action: SE shares traded lower by 21.90% at $35.92 session on the last check Tuesday.
价格走势： 周二上一次支票交易日，SE股价下跌21.90％，至35.92美元。