Sea Limited Reports Third Quarter 2023 Results
Sea Limited Reports Third Quarter 2023 Results
Singapore, November 14, 2023 – Sea Limited (NYSE: SE) (“Sea” or the “Company”) today announced its financial results for the third quarter ended September 30, 2023.
新加坡，2023年11月14日——Sea Limited（紐約證券交易所代碼：SE）（“Sea” 或 “公司”）今天公佈了截至2023年9月30日的第三季度財務業績。
Third Quarter 2023 Highlights
2023 年第三季度亮點
Group
小組
Total GAAP revenue was US$3.3 billion, up 4.9% year-on-year.
Total gross profit was US$1.4 billion, up 17.4% year-on-year.
Total net loss was US$(144.0) million, as compared to total net loss of US$(569.3) million for the third quarter of 2022.
Total adjusted EBITDA was US$35.3 million, as compared to a loss of US$(357.7) million for the third quarter of 2022.
As of September 30, 2023, cash, cash equivalents, short-term and other treasury investments were US$7.9 billion, representing a net increase of US$274.0 million from June 30, 2023.
GAAP總收入爲33億美元，同比增長4.9％。
總毛利爲14億美元，同比增長17.4％。
總淨虧損爲美元（1.440億美元），而2022年第三季度的總淨虧損爲5.693億美元。
調整後的息稅折舊攤銷前利潤總額爲3530萬美元，而2022年第三季度的虧損爲3.577億美元。
截至2023年9月30日，現金、現金等價物、短期和其他國庫投資爲79億美元，比2023年6月30日淨增2.74億美元。
E-commerce
電子商務
GAAP revenue was US$2.2 billion, up 16.2% year-on-year.
GAAP revenue included US$1.9 billion of GAAP marketplace revenue, which consists of core marketplace revenue and value-added services revenue and increased by 18.2% year-on-year.
Core marketplace revenue, mainly consisting of transaction-based fees and advertising revenues, was up 31.7% year-on-year to US$1.3 billion.
Value-added services revenue, mainly consisting of revenues related to logistics services, was down 4.2% year-on-year to US$592.8 million.
GAAP收入爲22億美元，同比增長16.2％。
GAAP收入包括19億美元的GAAP市場收入，其中包括核心市場收入和增值服務收入，同比增長18.2％。
核心市場收入，主要包括基於交易的費用和廣告收入，同比增長31.7％，達到13億美元。
增值服務收入，主要包括與物流服務相關的收入，同比下降4.2％，至5.928億美元。
Digital Entertainment
數字娛樂
GAAP revenue was US$592.2 million, up 11.9% quarter-on-quarter.
Bookings were US$447.9 million, as compared to US$443.1 million for the previous quarter.
Adjusted EBITDA was US$234.0 million, as compared to US$239.5 million for the previous quarter.
Adjusted EBITDA represented 52.2% of bookings for the third quarter of 2023, as compared to 54.0% for the previous quarter.
Quarterly active users were 544.1 million, as compared to 544.5 million for the previous quarter.
Quarterly paying users were 40.5 million, as compared to 43.1 million for the previous quarter. Paying user ratio was 7.5%, as compared to 7.9% for the previous quarter
GAAP收入爲5.922億美元，同比增長11.9％。
預訂量爲4.479億美元，而上一季度爲4.431億美元。
調整後的息稅折舊攤銷前利潤爲2.34億美元，而上一季度爲2.395億美元。
調整後的息稅折舊攤銷前利潤佔2023年第三季度預訂量的52.2％，而上一季度爲54.0％。
季度活躍用戶爲5.441億，而上一季度爲5.445億。
季度付費用戶爲4,050萬，而上一季度爲4,310萬。付費用戶比率爲7.5％，而上一季度爲7.9％
Digital Financial Services
數字金融服務
GAAP revenue was US$446.2 million, up 36.5% year-on-year.
Adjusted EBITDA1 was US$165.7 million, as compared to a loss of US$(67.7) million for the third quarter of 2022.
As of September 30, 2023, gross loans receivable increased by 5.3% sequentially to US$2.4 billion, before netting off allowance for credit losses of US$288.1 million. Non-performing loans past due by more than 90 days as a percentage of our gross loans receivable was 1.6%, improving quarter-on-quarter.
GAAP收入爲4.462億美元，同比增長36.5％。
調整後的 EBITDA1 爲1.657億美元，而2022年第三季度的虧損爲6,770萬美元。
截至2023年9月30日，在扣除2.881億美元的信貸損失準備金之前，應收貸款總額環比增長5.3％，達到24億美元。逾期90天以上的不良貸款佔應收貸款總額的比例爲1.6％，同比上升。
Image source: SEA IR
圖片來源：SEA IR