SE Earnings Prediction
The chart below shows how SE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SE sees a +1.59% change in stock price 10 days leading up to the earnings, and a -3.24% change 10 days following the report. On the earnings day itself, the stock moves by +0.97%. This data can give you a slight idea of what to expect for the next quarter's release.
SE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
4.33B
30.76%
13.70%
Gross Margin
43.00%
-1.24%
3.29%
Operating Margin
4.68%
221.24%
114.68%
Net Margin
3.54%
181.38%
68.57%
EPS
0.24
192.31%
84.62%
No Data Available
SE Earnings Analysis
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Corporation (SE.N) Earnings Conference Call
Positive
Revenue Growth Surge: Total GAAP revenue increased 31% year-on-year to $4.3 billion in the third quarter of 2024, driven primarily by GMV growth across e-commerce and digital financial services.
EBITDA Increase Quarter-over-Quarter: Total adjusted EBITDA was $521 million in the third quarter of 2024 compared to an adjusted EBITDA of $35 million in the third quarter of 2023.
Order and GMV Growth: Shoppee's gross orders grew 24% and GMV increased by 25% year-on-year.
User Growth Milestone: In the third quarter, Free Fire consistently had over 100 million daily active users, representing an impressive 25% year-on-year growth.
Loan Book Expansion: The loan book grew over 70% year-on-year, with 4 million first-time borrowers added, and consumer and SME loan active users reached about 24 million by the end of the quarter, growing more than 60% year-on-year.
Negative
EBITDA Improvement Quarter-over-Quarter: Total adjusted EBITDA was $521 million in the third quarter of 2024 compared to an adjusted EBITDA loss of $346 million in the third quarter of 2023.
Positive Adjusted EBITDA Growth: For our Asian market, we continued to achieve positive adjusted EBITDA following our second quarter of 2024 results, recording $31 million during the quarter, compared to an adjusted EBITDA loss of $306 million in the third quarter of 2023.
E-commerce EBITDA Improvement: Our e-commerce adjusted EBITDA was $34 million in the third quarter of 2024 compared to an adjusted EBITDA loss of $346 million in the third quarter of 2023.
Stable NPL Ratio: Despite high growth, our NPL 90-day ratio held stable in the third quarter at 1.2%.
Net Income Improvement: Our net income was $153 million in the third quarter of 2024 as compared to a net loss of $144 million in the third quarter of 2023.
SE FAQs
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SE Earning Call Sentiment
Sea Limited (SE) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
SE.N
-3.02%Positive
The company reported strong financial results, with significant revenue growth and a turnaround in profitability. Despite some concerns in the Q&A about credit risk and competition, management provided optimistic guidance and highlighted strategic improvements in ad systems and logistics. The lack of a share buyback program is a minor negative, but overall, the strong earnings and optimistic outlook are likely to drive a positive stock price reaction.