Sea Poised for Strong Growth in Videogame Bookings -- Market Talk

Dow Jones

08/18

0847 GMT - Sea's digital entertainment arm Garena is likely to continue notching strong growth in videogame bookings, fueled by artificial intelligence, says DBS's Sachin Mittal in a note. The company's 2Q videogame bookings rose 23% on year and outperformed global peers. The mobile gaming division's research and development costs have declined in recent quarters, thanks to AI-assisted coding and automated testing, which accelerates game development cycles. Sea now expects 2025 videogame bookings to grow more than 30%, following collaborations with popular franchises such as Netflix's "Squid Game." This implies some upside to consensus booking growth estimates of 31% for 2025 and 9% for 2026, Mittal adds. He maintains his buy rating and target of $204 on Sea, which last traded at $177.28. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

August 18, 2025 04:47 ET (08:47 GMT)

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The company's 2Q videogame bookings rose 23% on year and outperformed global peers. The mobile gaming division's research and development costs have declined in recent quarters, thanks to AI-assisted coding and automated testing, which accelerates game development cycles. Sea now expects 2025 videogame bookings to grow more than 30%, following collaborations with popular franchises such as Netflix's \"Squid Game.\" This implies some upside to consensus booking growth estimates of 31% for 2025 and 9% for 2026, Mittal adds. He maintains his buy rating and target of $204 on Sea, which last traded at $177.28. 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The company's 2Q videogame bookings rose 23% on year and outperformed global peers. The mobile gaming division's research and development costs have declined in recent quarters, thanks to AI-assisted coding and automated testing, which accelerates game development cycles. Sea now expects 2025 videogame bookings to grow more than 30%, following collaborations with popular franchises such as Netflix's \"Squid Game.\" This implies some upside to consensus booking growth estimates of 31% for 2025 and 9% for 2026, Mittal adds. He maintains his buy rating and target of $204 on Sea, which last traded at $177.28. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 18, 2025 04:47 ET (08:47 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z9505.USD","symbol_name":"美盛-美國大盤成長股A Acc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2560960970","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560960970","pubTimestamp":1755506820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0847 GMT - Sea's digital entertainment arm Garena is likely to continue notching strong growth in videogame bookings, fueled by artificial intelligence, says DBS's Sachin Mittal in a note. The company's 2Q videogame bookings rose 23% on year and outperformed global peers. The mobile gaming division's research and development costs have declined in recent quarters, thanks to AI-assisted coding and automated testing, which accelerates game development cycles. Sea now expects 2025 videogame bookings to grow more than 30%, following collaborations with popular franchises such as Netflix's \"Squid Game.\" This implies some upside to consensus booking growth estimates of 31% for 2025 and 9% for 2026, Mittal adds. He maintains his buy rating and target of $204 on Sea, which last traded at $177.28. 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The company's 2Q videogame bookings rose 23% on year and outperformed global peers. The mobile gaming division's research and development costs have declined in recent quarters, thanks to AI-assisted coding and automated testing, which accelerates game development cycles. Sea now expects 2025 videogame bookings to grow more than 30%, following collaborations with popular franchises such as Netflix's \"Squid Game.\" This implies some upside to consensus booking growth estimates of 31% for 2025 and 9% for 2026, Mittal adds. He maintains his buy rating and target of $204 on Sea, which last traded at $177.28. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 18, 2025 04:47 ET (08:47 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}