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Sea $SE earnings tomorrow morning - consensus estimates
Revenue: $3.25 billion +10% YoY which be the first quarter of revenue growth reaccelerating since Q1 2021

EPS: 0.71 vs -1.03 YoY

Last quarter management focused on Digital Entertainment Quarterly Active Users (QAUs) increasing 1% QoQ despite decreasing 20% YoY

However, what really matters is Quarterly Paying Users (QPUs) because QAUs don't pay the bills - QPUs decreased 13% QoQ and 38% YoY

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If $SE can grow QPUs again then the stock could react very favourably because this segment has a 70% gross margin

New title Undawn which was released in June has been topping download charts in Indonesia and Thailand

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