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
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