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Sea Limited’s Q2 loss widens on higher expenses

The Singapore-based firm Sea Limited (NYSE: SE) reported its second quarter 2019 results today. The online media and e-commerce company’s loss widened in the recently ended quarter to $280 million from $251 million in the second quarter of 2018. Revenue on an unadjusted basis, jumped 137% year-over-year to $436 million.

Sea stock, which reached its 52-week high ($38.00) in early August, was down more than 10% in the pre-market trading hours and was down 10% when the market opened today.

Net loss, excluding share-based compensation and changes in fair value of the 2017 convertible notes, was $215.1 million and $198.7 million in the second quarter of 2019 and 2018, respectively. Adjusted revenue increased by 203% to $665.4 million in the second quarter of 2019 from $219.6 million in the prior-year quarter.

Total expenses in the quarter increased 46% to $332 million. Digital Entertainment segment’s revenue surged 112% and 219%, on an unadjusted basis and adjusted basis, respectively. This increase was due to the growth in the active user base as well as the deepened paying user penetration. E-commerce and other services segment revenue jumped more than 200%, both on unadjusted and adjusted basis.

Read: iQiyi (IQ) stock plunges after reporting Q2 results

For fiscal 2019, Sea lifted its adjusted revenue guidance. The company now expects adjusted revenue for digital entertainment segment to be between $1.6 billion and $1.7 billion, representing 142.0% to 157.2% growth from 2018. This compares to the previously disclosed guidance of between $1.2 billion and $1.3 billion, representing 81.5% to 96.7% growth.

Adjusted revenue for e-commerce segment is now expected to be between $780 million and $820 million, representing 168.3% to 182.1% growth from 2018. This compares to the previously disclosed guidance of between $630 million and $660 million, representing 116.7% to 127.0% growth.

SE stock had rallied about 220% so far this year and 166% in the past 52 weeks.

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Tags: E-commerce
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