Sea vs Cadence
Sea and Cadence are presented for comparison. This page examines their business models, financial performance, and market context to help readers understand the differences and similarities between the two companies in a clear, neutral way. Educational content, not financial advice.
Sea and Cadence are presented for comparison. This page examines their business models, financial performance, and market context to help readers understand the differences and similarities between th...
Why It's Moving
Sea Limited's Stellar Q4 Fuels Momentum as Shares Eye Explosive 2026 Growth
- Q4 revenue rocketed 36-38% year-over-year, proving Shopee's e-commerce dominance and Garena's gaming resurgence are firing on all cylinders.
- Net income more than tripled to $1.6 billion, showcasing operational mastery that flips years of losses into a profitability powerhouse.
- Strategic push into emerging markets plus modest share buybacks signals executive confidence in 2026's growth trajectory.
Cadence's Q4 Earnings Spark Rally on AI Momentum and Solid 2026 Outlook
- Revenue grew 6% year-over-year to $1.44 billion, slightly beating forecasts and signaling sustained interest in AI chip design tools.
- Adjusted EPS rose to $1.99, exceeding estimates by 6%, with operating margins expanding 310 basis points to reflect improved efficiency.
- 2026 guidance targets $5.95 billion in revenue and $8.10 EPS, aligning with expectations for 13% growth and reinforcing analyst confidence.
Sea Limited's Stellar Q4 Fuels Momentum as Shares Eye Explosive 2026 Growth
- Q4 revenue rocketed 36-38% year-over-year, proving Shopee's e-commerce dominance and Garena's gaming resurgence are firing on all cylinders.
- Net income more than tripled to $1.6 billion, showcasing operational mastery that flips years of losses into a profitability powerhouse.
- Strategic push into emerging markets plus modest share buybacks signals executive confidence in 2026's growth trajectory.
Cadence's Q4 Earnings Spark Rally on AI Momentum and Solid 2026 Outlook
- Revenue grew 6% year-over-year to $1.44 billion, slightly beating forecasts and signaling sustained interest in AI chip design tools.
- Adjusted EPS rose to $1.99, exceeding estimates by 6%, with operating margins expanding 310 basis points to reflect improved efficiency.
- 2026 guidance targets $5.95 billion in revenue and $8.10 EPS, aligning with expectations for 13% growth and reinforcing analyst confidence.
Investment Analysis
Sea
SE
Pros
- Sea Limited operates leading e-commerce and digital entertainment platforms with strong regional dominance in Southeast Asia.
- The company has demonstrated robust revenue growth, with a 28.75% year-on-year increase in 2024.
- Analysts maintain a positive outlook, with an average 12-month price target suggesting significant upside potential.
Considerations
- Recent earnings per share missed analyst expectations, raising concerns about near-term profitability.
- The stock trades at a high price-to-earnings ratio, indicating potential overvaluation relative to earnings.
- Net profit margins remain under pressure, with a margin of 6.23% despite strong revenue growth.
Cadence
CDNS
Pros
- Cadence Design Systems is a leader in electronic design automation software, serving a critical niche in the semiconductor industry.
- The company has a solid market capitalisation and strong demand for its products amid ongoing semiconductor innovation.
- Cadence benefits from recurring revenue streams and a diversified customer base across global technology sectors.
Considerations
- The stock carries a high price-to-earnings multiple, reflecting elevated valuation risks in a volatile sector.
- Revenue growth can be cyclical, closely tied to semiconductor industry capital expenditure trends.
- Intense competition from other EDA software providers may constrain pricing power and market share gains.
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Sea (SE) Next Earnings Date
Sea Limited (SE) reported its Q4 2025 earnings on March 3, 2026, which has already passed given the current date. The next earnings release, covering Q1 2026, is estimated between May 12-15, 2026, aligning with the company's historical pattern of mid-May announcements for the first quarter. This projection reflects consensus estimates from multiple financial data providers, though no official date has been confirmed.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems (CDNS) next earnings date is estimated for April 27, 2026, following the company's historical late-April pattern for Q1 releases. This report will cover the first quarter of 2026 (January-March). Investors should monitor official announcements for confirmation, as the exact date remains unconfirmed.
Sea (SE) Next Earnings Date
Sea Limited (SE) reported its Q4 2025 earnings on March 3, 2026, which has already passed given the current date. The next earnings release, covering Q1 2026, is estimated between May 12-15, 2026, aligning with the company's historical pattern of mid-May announcements for the first quarter. This projection reflects consensus estimates from multiple financial data providers, though no official date has been confirmed.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems (CDNS) next earnings date is estimated for April 27, 2026, following the company's historical late-April pattern for Q1 releases. This report will cover the first quarter of 2026 (January-March). Investors should monitor official announcements for confirmation, as the exact date remains unconfirmed.
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Explore BasketWhich Baskets Do They Appear In?
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Chinese exporters accelerated shipments to the U.S. ahead of potential tariffs, strategically rerouting goods through Southeast Asia. This shift creates an investment opportunity in the logistics and manufacturing firms in these intermediary countries that are facilitating this new trade flow.
Published: August 7, 2025
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Explore BasketBuy SE or CDNS in Nemo
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