I don't think Garena performance matters much with Sea at these prices. Shopee and DFS growth has turned gaming into an optionality more than a necessity imo.
Will be interesting to see how the market responds to Azure vs AWS results. Expectations should be much higher for Azure with how Microsoft is priced right now
Q2 2023 Earnings Preview
I don't think Garena performance matters much with Sea at these prices. Shopee and DFS growth has turned gaming into an optionality more than a necessity imo.
Will be interesting to see how the market responds to Azure vs AWS results. Expectations should be much higher for Azure with how Microsoft is priced right now