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Sea (SE) investor relations material
Sea Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
Achieved strong growth across all business segments in Q2 2025, with record-breaking results in e-commerce, digital financial services, and digital entertainment.
E-commerce, led by Shopee, saw record gross order volume, GMV, and revenue, with improved profitability and market leadership in Asia and Brazil.
Digital financial services experienced robust loan growth, with loans outstanding up 94% to $6.9B and stable NPL ratio at 1%.
Digital entertainment, driven by Garena's Free Fire, posted double-digit bookings and EBITDA growth, raising full-year guidance to over 30% YoY growth.
Management remains focused on growth and profitability, with continued expansion in key markets and new product launches.
Financial highlights
Total GAAP revenue reached $5.3B in Q2 2025, up 38.2% year-over-year.
Gross profit was $2.4B, up 52.1% year-over-year.
Net income rose to $414.2M from $79.9M in Q2 2024.
Adjusted EBITDA was $829.2M, up from $448.5M year-over-year.
Basic EPS increased to $0.68 from $0.14; diluted EPS to $0.65 from $0.14 year-over-year.
Outlook and guidance
E-commerce GMV growth momentum expected to continue into Q3 2025.
Raised full-year guidance for digital entertainment bookings, expecting over 30% YoY growth.
Digital financial services loan book projected to grow faster than e-commerce GMV annual growth rate in 2025.
Explain Monee's loan portfolio diversification.
Why did e-commerce cost of revenue increase?
Raise or lower Garena's full-year guidance?
How does Shopee's VIP program impact logistics costs?
What factors drive Monee's loan portfolio diversification?
How does AI enhance Free Fire's user engagement?
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Frequently asked questions
Sea Limited, engages in the digital entertainment, e-commerce, and digital financial service businesses in Southeast Asia and internationally. The company operates through four segments: SEA Digital Distribution Businesses; SEA E-Commerce Businesses; SEA Online Financial Services Businesses; and Singapore Businesses. The company offers games; music and other entertainment-related content; products for children aged three to six years old; sports product information and marketing services for sports fans; mobile applications; mobile telecommunications services; location-based mobile platforms for advertising users' location information and related services through partnerships with telecommunication service providers. The company is based in Singapore.
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