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Sea Ltd (SE) CEO Forrest Li on Q4 2019 Results - Earnings Call Transcript

Mar. 04, 2020 1:30 AM ETSea Limited (SE)2 Comments
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Sea Ltd (NYSE:SE) Q4 2019 Earnings Conference Call March 3, 2020 7:30 AM ET

Company Participants

Yanjun Wang - Group Chief Corporate Officer

Forrest Li - Chairman and Group Chief Executive Officer

Tony Hou - Group Chief Financial Officer

Conference Call Participants

Alicia Yap - Citigroup

Miang Chuen Koh - Goldman Sachs

Thomas Chong - Jefferies

Mike Olson - Piper Sandler

John Blackledge - Cowen

Ranjan Sharma - JPMorgan

Varun Ahuja – Credit Suisse


Good morning and good evening. Welcome to the Sea Limited Fourth Quarter and Full Year 2019 Results Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Ms. Yanjun Wang. Please go ahead.

Yanjun Wang

Welcome to Sea’s 2019 fourth quarter and full year earnings conference call. I am Yanjun Wang, Sea’s Group Chief Corporate Officer. Before we continue, I would like to remind you that we may make forward-looking statements, which are inherently subject to risks and uncertainties and may not be realized in the future for various reasons as stated in our press release. Also, this call includes discussions of certain non-GAAP financial measures, such as adjusted revenue, adjusted EBITDA and net loss, excluding share-based compensation and changes in fair value of the 2017 convertible notes. We believe these measures can enhance our investors’ understanding of the actual cash flows of our major businesses when used as a complement to our GAAP disclosures. For a discussion of the use of non-GAAP financial measures and a reconciliation with the closest GAAP measures, please refer to the section on non-GAAP financial measures in our press release.

I have here with me Sea’s Chairman and Group Chief Executive Officer, Forrest Li and Group Chief Financial Officer, Tony Hou. Forest and Tony will share strategy and business updates, operating highlights

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Comments (2)

Extremely impressed with the vision of Forrest Li.
It is obvious he has a grand vision which will lead SE to dominate
digital services in SEA over the next decade.
SE seems to be getting stronger and winning market share.
We are only in the early innings of this growth game.
stockplaza profile picture
A decade and $2000 price target possible
$80 this year to begin with as the company exceeds expectations on Shoppee throughout the year and FF and other games chugg along - DFS and SeaMoney for next few years growth.

We are looking at Tencent Plus Albaba combined force in SEA region. $1 to $2T market cap is possible in a decade or so while Tencent plus Baba combined may have $5T in 10 years!
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