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Sea Limited (SE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended June 2025, Sea Limited Sponsored ADR (SE - Free Report) reported revenue of $5.36 billion, up 37.2% over the same period last year. EPS came in at $0.85, compared to $0.46 in the year-ago quarter.

The reported revenue represents a surprise of +4.67% over the Zacks Consensus Estimate of $5.12 billion. With the consensus EPS estimate being $0.99, the EPS surprise was -14.14%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Sea Limited performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Gross GMV - E-commerce: $29.8 million compared to the $28.6 million average estimate based on two analysts.
  • Quarterly active users: 665 compared to the 664 average estimate based on two analysts.
  • Gross Orders - E-commerce: 3.3 billion compared to the 3.03 billion average estimate based on two analysts.
  • Bookings - Digital Entertainment: $661.3 million versus $635.72 million estimated by two analysts on average.
  • Quarterly paying users: 62 compared to the 60 average estimate based on two analysts.
  • Revenue- Digital entertainment: $559.12 million compared to the $520.42 million average estimate based on three analysts.
  • Revenue- E-Commerce: $3.77 billion compared to the $3.62 billion average estimate based on three analysts. The reported number represents a change of +33.7% year over year.
  • Revenue- Digital Financial Services: $882.81 million compared to the $799.75 million average estimate based on three analysts. The reported number represents a change of +70% year over year.
  • Revenue- Other Services: $46.48 million compared to the $36.66 million average estimate based on two analysts. The reported number represents a change of +51.4% year over year.
  • Adjusted EBITDA- Digital Entertainment: $368.19 million compared to the $357.85 million average estimate based on two analysts.
  • Adjusted EBITDA- E-commerce: $227.69 million compared to the $248.63 million average estimate based on two analysts.
  • Adjusted EBITDA- Unallocated expenses: $-8.14 million compared to the $-20.22 million average estimate based on two analysts.

View all Key Company Metrics for Sea Limited here>>>

Shares of Sea Limited have returned -3.2% over the past month versus the Zacks S&P 500 composite's +2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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