Sea(纪要):没法给游戏流水全年指引,电商利润率目标GMV的2%~3%
海豚投研·2025-05-17 17:38
以下是 Sea FY25 Q1 的财报电话会纪要,财报解读请移步《小腾讯 Sea:蹭上 "火影" 大 IP,炸裂业绩能持久吗?》 一、财报核心信息回顾 | SEA quarterly results wrap | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | 1Q25 | | | $ mn | 1Q23 | 2Q23 | 3Q23 | 4Q23 | 1Q24 | 2Q24 | 3Q24 | 4Q24 | 1Q25 | કરા | var. | | Total revenue | 3,041 | 3,096 | 3,310 | 3,617 | 3,734 | 3,807 | 4,328 | 4,950 | 4,841 | 4,894 | -1.1% | | total revenue yoy | 5% | 5% | 5% | 5% | 23% | 23% | 31% | 37% | 30% | 31% | | | DE re ...