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Compared to Estimates, Sea Limited (SE) Q4 Earnings: A Look at Key Metrics
SESea(SE) ZACKS·2025-03-04 15:30

Core Insights - Sea Limited reported a revenue of 4.97billionforthequarterendedDecember2024,markinga39.74.97 billion for the quarter ended December 2024, marking a 39.7% increase year-over-year, with an EPS of 0.62 compared to -0.01inthesamequarterlastyear[1]TherevenueexceededtheZacksConsensusEstimateof0.01 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of 4.84 billion by 2.84%, while the EPS fell short of the consensus estimate of 0.76by18.420.76 by 18.42% [1] Financial Performance Metrics - Quarterly paying users remained stable at 50, matching the average estimate [4] - Quarterly active users reached 618, slightly above the average estimate of 608 [4] - Revenue from Digital Entertainment was 519.06 million, slightly above the average estimate of 513.88million,reflectingayearoveryearincreaseof1.6513.88 million, reflecting a year-over-year increase of 1.6% [4] - E-Commerce revenue was reported at 3.66 billion, exceeding the average estimate of 3.59billion,withayearoveryeargrowthof41.43.59 billion, with a year-over-year growth of 41.4% [4] - Digital Financial Services revenue was 733.33 million, surpassing the estimated 640.43million,representingasignificantyearoveryearincreaseof55.2640.43 million, representing a significant year-over-year increase of 55.2% [4] - Revenue from Other Services was 35.41 million, above the average estimate of 31.94million,butshowedayearoveryeardeclineof16.131.94 million, but showed a year-over-year decline of 16.1% [4] Adjusted EBITDA Analysis - Adjusted EBITDA for Digital Entertainment was 289.73 million, below the average estimate of 299.87million[4]EcommerceadjustedEBITDAwasreportedat299.87 million [4] - E-commerce adjusted EBITDA was reported at 152.21 million, exceeding the average estimate of 110.53million[4]UnallocatedexpensesforadjustedEBITDAwere110.53 million [4] - Unallocated expenses for adjusted EBITDA were -56.88 million, significantly worse than the average estimate of -0.85million[4]OtherServicesadjustedEBITDAwas0.85 million [4] - Other Services adjusted EBITDA was -5.12 million, better than the average estimate of -19.06million[4]DigitalFinancialServicesadjustedEBITDAwas19.06 million [4] - Digital Financial Services adjusted EBITDA was 210.98 million, above the average estimate of $196.90 million [4] Stock Performance - Sea Limited's shares returned +1.3% over the past month, contrasting with the Zacks S&P 500 composite's -2.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]