Key Points
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Amazon leads in e-commerce and cloud computing, with a $2.6 trillion market cap.
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Sea Limited, a rising e-commerce player in Southeast Asia, has a market cap of $78 billion.
- In the first nine months of 2025, Amazon generated $33 billion from AWS, contributing significantly to its $56 billion net income.
- Sea Limited reported a net income of $1.2 billion for the same period, up from $207 million year-over-year.
Amazon (NASDAQ: AMZN) maintains its dominance in both e-commerce and cloud services, achieving a net income of $56 billion for the first nine months of 2025, bolstered by $33 billion from its Amazon Web Services (AWS). In contrast, Sea Limited (NYSE: SE), focused primarily on Southeast Asian markets, reported a net income of $1.2 billion for the same period, signaling strong growth potential but also higher risks due to its developing market focus.
Amazon, known for its established track record, has faced slower revenue growth, primarily delivering single-digit growth through its online sales. In contrast, Sea Limited, with a market cap of $78 billion, is emerging as a competitive e-commerce entity, though it operates in markets where average incomes remain low. Both companies present unique investment opportunities, with Amazon appealing to risk-averse investors and Sea Limited attracting those willing to embrace higher risks for potential greater rewards.
