受竞争压力和数字娱乐下滑影响，Sea第三季度每股收益不及预期

智通财经2023-11-14

11月14日，新加坡互联网移动平台Sea发布第三季度财报业绩。财报显示，该公司Q3营收为33.1亿美元，较上年同期的31.5亿美元同比增长4.9%;毛利为14.4亿美元，较上年同期的12.3亿美元同比增长17.4%;净亏损为1.4亿美元，较上年同期的5.7亿美元同比收窄74.7%;稀释后的每股收益为-0.26美元，不及分析师预期的每股收益0.03美元。按业务划分，该公司Q3数字娱乐收入同比下滑严重...

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entertainment","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e57a45d7133651a21099df2412d1128e","symbols_score_info":{"SE":0.9},"content_text":"11月14日，新加坡互联网移动平台Sea发布第三季度财报业绩。财报显示，该公司Q3营收为33.1亿美元，较上年同期的31.5亿美元同比增长4.9%;毛利为14.4亿美元，较上年同期的12.3亿美元同比增长17.4%;净亏损为1.4亿美元，较上年同期的5.7亿美元同比收窄74.7%;稀释后的每股收益为-0.26美元，不及分析师预期的每股收益0.03美元。按业务划分，该公司Q3数字娱乐收入同比下滑严重，为5.9亿美元同比下滑33.7%;电子商务&服务收入同比大幅增长，为24.1亿美元同比增长22.3%;数字金融服务同比大幅增长，为4.46亿美元同比增长36.5%。据了解，上一季度盈利3.22亿美元的Sea在宣布净亏损1.49亿美元的消息后，该股在纽约盘前跳水。截至发稿，该股下跌9.62%，报41.60美元。该结果或引发市场担忧这家在美国上市的公司正在为了抵挡字节跳动的TikTok和阿里巴巴集团的Lazada，或者像拼多多的Temu等新进入市场的竞争对手而牺牲利润率。值得一提的是，Sea的创始人Forrest Li曾在8月份宣布，他的公司将增加对在线零售部门Shopee和直播的投资，以对抗那些吸引年轻购物者的平台，这导致Sea的股价创下历史最大跌幅。直到最近，Sea最强大的市场，包括印度尼西亚，似乎都受到了TikTok和一种以视频为导向的新型购物服务的侵害，这些服务利用受欢迎的网络影响者向不断增长的在线人口销售各种商品。但是在9月份，印尼雅加达有效地迫使TikTok关闭了其购物服务，采取了针对这家中国拥有的平台的不断增长的小商家反感的行动。自那时以来，投资者一直在寻找迹象，看看这个突然退出的事件是否会重新点燃Sea的增长。此外，Sea的另一个主要业务——以Garena为中心的游戏部门，由于缺乏新的畅销游戏，已在2023年迅速缩小。但在一次令人惊讶的2022年禁令后，该公司最近将其旗舰游戏《自由之火》恢复到了印度的应用商店。今年早些时候，Sea已经彻底改组了业务，以实现盈利为重点。Sea采取了积极的削减成本措施，以实现盈利，并将注意力转向了盈亏平衡线，原因是该公司营收增长从仅仅两年前享受的三位数百分比率逐渐减速。如今，该公司冻结了工资，并削减了数亿美元的开支，以实现正现金流。最后，为了振兴增长，Li在8月份表示，他打算加大对电子商务部门Shopee的投资。具体来说，他正在加大努力建设其直播部门，这是一项攻势性举措，可能会侵蚀利润率并引发与TikTok和阿里巴巴的价格战。对此，Li认为这是为了捍卫市场份额。除了竞争对手阿里巴巴和字节跳动外，像GoTo集团这样的本地竞争对手也在给Sea带来压力。GoTo是印尼电子商务竞争对手Tokopedia的所有者，该公司在二季度净收入几乎翻了一番。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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