Sea : Q3 202 Infographic
Sea Q3 2020
Earnings Update
$1.2 Billion
Total GAAP Revenue
$ US MM 1,500
1,212.2
1,000
610.1
500
98.7%
0
Q3 2019
Q3 2020
$407.6 Million
Total Gross Profit
$ US MM 500
100.6%
100
0
$120.4 Million
Total Adjusted EBITDA
$ US MM 150
120.4
100
50
0
(30.8)
(100)
Digital Entertainment
$944.7 Million
$584.5 Million
Bookings
Adjusted EBITDA
$ US MM
944.7
$ US MM
584.5
1,000
600
800
500
600
400
451.0
300
266.0
400
119.8%
109.5%
200
200
100
0
0
Q3 2019
Q3 2020
Q3 2019
Q3 2020
61.9%
Adjusted EBITDA as % of Bookings
Q3
61.9%
2020
Q3
59.0%
2019
%
0
10
20
30
40
50
60
70
80
90
100
572.4 Million
65.3 Million
Quarterly Active Users
Quarterly Paying Users
78.3% growth in active users
123.6% growth in paying users
Q3
572.4
Q3
65.3
2020
2020
Q3
321.1
Q3
29.2
2019
2019
MM 0
200
400
600
MM
0
10 20 30 40 50 60 70
Free Fire continued to be the highest grossing mobile game in Latin America and in Southeast Asia in Q3 2020
- App Annie
E-commerce
$618.7 Million
GAAP Revenue
$ US MM
700 618.7
600
500
400
300
226.4
200
173.3%
100
0
Q3 2019
Q3 2020
741.6 Million
$9.3 Billion
Gross Orders
GMV
MM
741.6
$ US BN
9.3
800
10
600
8
6
4.6
400
321.4
4
200
130.7%
102.7%
2
0
0
Q3 2019
Q3 2020
Q3 2019
Q3 2020
by downloads, average MAUs and total time spent in app on Android in the Shopping category in both Southeast Asia and in Taiwan in Q3 2020
most downloaded app worldwide in the Shopping category in Q3 2020
- App Annie
Digital Financial Services
>$2.1 billion in mobile wallet total payment volume in Q3 2020
>17.8 million quarterly paying users for mobile wallet services in Q3 2020
>30% of Shopee's total gross orders across our markets combined were paid using our mobile wallet in October 2020
Raised FY 2020 Guidance
> $3.1 Billion
> 75.4%
Digital Entertainment Bookings
YoY Growth
(Previous: $1.9 - $2.0 Billion)
> $2.3 Billion
> 144.1%
E-commerce GAAP revenue plus
YoY Growth
sales incentives net-off
(Previous: $1.7 - $1.8 Billion)
Disclaimer
Sea Ltd. published this content on 17 November 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 24 November 2020 09:24:03 UTC
© Publicnow 2020
All news about SEA LIMITED
Sales 2020
4 322 M - -
Net income 2020
-1 514 M - -
Net cash 2020
3 607 M - -
P/E ratio 2020
-75,2x
Yield 2020
-
Capitalization
120 B 120 B -
EV / Sales 2020
26,8x
EV / Sales 2021
17,2x
Nbr of Employees
29 800
Free-Float
12,7%
Duration :
Auto.
2 months
3 months
6 months
9 months
1 year
2 years
5 years
10 years
Max.
Period :
Day
Week
Technical analysis trends SEA LIMITED
Short Term Mid-Term Long Term Trends Bullish Bullish Bullish
Income Statement Evolution
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Mean consensus
OUTPERFORM
Number of Analysts
19
Average target price
206,82 $
Last Close Price
233,96 $
Spread / Highest target
7,28%
Spread / Average Target
-11,6%
Spread / Lowest Target
-56,8%
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