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Conference Minutes

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The following are the minutes of the $SentinelOne(S.US)ea(SE.US) FY25Q3 earnings call organized by Dolphin Research. For the earnings interpretation, please refer to &#34;SEA: The Unchanged Answer Sheet Can't Compete with the Market's 'Changed Heart'.&#34; 1. Review of Core Financial Data Performance Overview: The company's total revenue for the third quarter of 2025 was $6 billion, an increase of 38% year-on-year; all three major business segments performed strongly: the e-commerce platform Shopee's GMV increased by 28% year-on-year; digital financial services revenue increased by 61% year-on-year, with loan balances up 70% year-on-year to $7.9 billion; digital entertainment bookings revenue increased by 51% year-on-year...

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Sea (Minutes): Investing for Long-term Profit Growth

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Reflections on the popularity of "Black Myth: Wukong": Can AAA games save the valuation of domestic game companies?

Independent Franchise Partners Reduces Stake in Electronic Arts

Saudi Fund to Acquire Near Full Stake in Electronic Arts

EA's Battlefield 6 Boosts US Video Game Sales

EA CEO Andrew Wilson Sold Company's Common Stock

EA's Singh Official Exercises Stocks and Returns Part of Holdings

Goldman Sachs Earns $110 Million Advisory Fee in EA's Proposed $55 Billion Buyout

Goldman Sachs to Provide Advisory Services for EA's $55 Billion Take-private Transaction

Electronic Arts Inc. Sees Significant Short Position Drop in October and Announces Quarterly Dividend

Wedbush Raises EA's EPS Estimate for Q2 2027

EA to be privatized by Saudi Fund for $55 billion

Electronic Arts released FY2026 Q2 earnings on October 28 After-Market (EST), actual revenue USD 1.839 B (forecast USD 1.874 B), actual EPS USD 0.54 (forecast USD 0.3536)

Electronic Arts released FY2026 Semi-Annual earnings on October 28 After-Market (EST), actual revenue USD 3.51 B, actual EPS USD 1.34

Electronic Arts (EA) to be acquired by an investor consortium

EA Ceases Financial Forecasting Pending Private Acquisition

Electronic Arts Inc. Announces Third Quarter Fiscal Year 2025 Financial Results

Electronic Arts Launches Free-to-Play Game Battlefield REDSEC

Electronic Arts to Release Earnings, Q3 Revenue Exceeds Expectations but Annual Guidance Missed

Stability AI Partners with EA to Develop AI-based Gaming Tools

EA Sports Expands Exclusive Agreement with NFL

The Mobile Version of The Sims Will Be Shut Down on January 20, 2026

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