Earnings Edge

Earnings Edge

Recaps

Shopee Delivers: Sea Limited $SE 2Q'25 Consensus Metric Recap

Consensus Media's avatar
Consensus Media
Aug 12, 2025
∙ Paid

The setup here for Sea was very favorable with the forward earnings multiple coming down and significant underperformance relative to the SPY:

Results delivered - with nearly 5% upside to revenue estimates and quarterly paying users in the entertainment business nicely ahead:

User's avatar

Continue reading this post for free, courtesy of Consensus Media.

Or purchase a paid subscription.
© 2026 Consensus Media · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture