Key Takeaways SE to report Q2 2025 earnings on Aug. 12, with EPS estimate of 99 cents and revenues of $5.12B.Competitive pressure and high logistics costs may have weighed on SE's e-commerce margins.Shopee's GMV growth and surging ad revenues are expected to have boosted SE's Q2 performance.Sea Limited (SE) is set to report second-quarter 2025 results on Aug. 12.The Zacks Consensus Estimate for SE’s second-quarter earnings is pegged at 99 cents per share, down four cents over the past 30 days. Sea Limited r ...

Group 1 - Platform policy relaxation: The introduction of a tiered material rate system and flexible assessments for guilds enhances the creative ecosystem [2][3] - European e-commerce: Sellers can operate in five countries with significantly lowered entry barriers, requiring only a Spanish VAT number and overseas warehouse to access 230 million active users in the EU [3] - Monthly active users: TK has over 2 billion global monthly active users, with 230 million in Europe, providing a substantial traffic pool for guilds [3] Group 2 - AI tools revolution: AI-driven content creation, from script generation to virtual hosts, enables significant production efficiency, with a Danish guild producing 500 niche videos daily and achieving over 100 million monthly views while reducing costs by 60% [2] - Virtual hosts: A Finnish guild's AI digital persona generates over €200,000 in live-streaming rewards, leveraging Nordic mythology IPs and achieving over 2 million views per session [4] - Advertising optimization: TikTok Shop's Smart+ and GMV Max upgrades enhance ROI through automated ad targeting and integration of promotional content, with 62% of users discovering brands via TK links [4]