Sea vs Cloudflare
Sea and Cloudflare compare business models, financial performance, and market context on this page. The content presents the organisations in clear, accessible language to help readers understand strategy, revenue drivers, and market dynamics without hype or speculation. Educational content, not financial advice.
Sea and Cloudflare compare business models, financial performance, and market context on this page. The content presents the organisations in clear, accessible language to help readers understand stra...
Why It's Moving
SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment
- Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
- Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
- Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.
Cloudflare Stock Climbs on AI Momentum and Analyst Enthusiasm for Edge Computing Edge
- RBC Capital spotlighted AI workload potential, driving a sharp 9% single-day surge as Cloudflare outperforms the software sector.
- Acquisitions like the Astro web framework team and AI data marketplace Human Native bolster open-source tools and high-quality training data access for developers.
- TD Cowen and Citizens JMP reaffirmed Buy ratings, emphasizing robust security demand and positioning for emerging AI-driven computing trends.
SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment
- Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
- Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
- Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.
Cloudflare Stock Climbs on AI Momentum and Analyst Enthusiasm for Edge Computing Edge
- RBC Capital spotlighted AI workload potential, driving a sharp 9% single-day surge as Cloudflare outperforms the software sector.
- Acquisitions like the Astro web framework team and AI data marketplace Human Native bolster open-source tools and high-quality training data access for developers.
- TD Cowen and Citizens JMP reaffirmed Buy ratings, emphasizing robust security demand and positioning for emerging AI-driven computing trends.
Investment Analysis
Sea
SE
Pros
- Sea Limited shows diversified growth across three key segments: e-commerce, gaming, and fintech, driving robust revenue increases of 28.75% year-over-year.
- Shopee's e-commerce platform achieved 25% GMV growth in the first half of 2025, while its gaming and fintech arms also posted strong double-digit expansions.
- Analysts project a continued uptrend in stock price with a potential upside of around 19% over the next 12 months and up to 47% by 2027, supported by expanding digital market presence.
Considerations
- The stock is currently experiencing bearish technical sentiment with an anticipated near-term price decline of about 15% by December 2025 and elevated price volatility.
- Sea Limited has a high price-to-earnings (P/E) ratio near 79-95, suggesting potential overvaluation relative to its current earnings and raising concerns about sustainability of profitability.
- Despite revenue growth, the net margin remains modest around 6%, indicating potential pressure on profitability and challenges in converting sales growth into sustained earnings.
Cloudflare
NET
Pros
- Cloudflare operates an extensive, integrated cloud security and performance platform serving diverse industries including technology, healthcare, and finance.
- Its comprehensive zero trust security products and developer-focused solutions position Cloudflare well to capitalise on increasing enterprise demand for cloud-based security and network services.
- Cloudflare’s broad service portfolio includes advanced AI-enabled developer tools and innovative offerings such as cloud network-as-a-service, enhancing growth potential in cloud infrastructure.
Considerations
- Cloudflare's business remains exposed to the competitive and rapidly evolving cloud services market, which may pose execution risks and pressure on margins.
- The company’s market valuation near $79 billion requires sustained innovation and customer acquisition to justify growth prospects amid intensifying competition.
- Dependence on large-scale enterprise and government clients may expose Cloudflare to concentrated revenue risks and economic sensitivity in these sectors.
Related Market Insights
Network Effect Titans: The Self-Reinforcing Growth Machine
Discover Network Effect Titans: companies that grow stronger with each user, building powerful moats & market dominance. Invest in these self-reinforcing growth machines.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
Network Effect Titans: The Self-Reinforcing Growth Machine
Discover Network Effect Titans: companies that grow stronger with each user, building powerful moats & market dominance. Invest in these self-reinforcing growth machines.
Aimee Silverwood | Financial Analyst
July 25, 2025
Sea (SE) Next Earnings Date
Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.
Cloudflare (NET) Next Earnings Date
Cloudflare (NET)'s next earnings date is scheduled for May 7, 2026. This report will cover the first quarter of 2026 financial results, following the Q4 2025 earnings released earlier in February. Executives are expected to discuss the quarter's performance and forward outlook during the earnings call.
Sea (SE) Next Earnings Date
Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.
Cloudflare (NET) Next Earnings Date
Cloudflare (NET)'s next earnings date is scheduled for May 7, 2026. This report will cover the first quarter of 2026 financial results, following the Q4 2025 earnings released earlier in February. Executives are expected to discuss the quarter's performance and forward outlook during the earnings call.
Which Baskets Do They Appear In?
Network Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Network Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
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