E-commerce and gaming company Sea (NYSE: SE) will be announcing earnings results this Tuesday before the bell. Here’s what investors should know.

Sea beat analysts’ revenue expectations last quarter, reporting revenues of $6.07 billion, up 38.3% year on year. It was a very strong quarter for the company, with impressive growth in its users and a solid beat of analysts’ revenue estimates. It reported 65.9 million users, up 31.3% year on year.

Is Sea a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Sea’s revenue to grow 29.2% year on year, slowing from the 39.6% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Sea has a history of exceeding Wall Street’s expectations.

Looking at Sea’s peers in the online marketplace segment, some have already reported their Q4 results, giving us a hint as to what we can expect. eBay delivered year-on-year revenue growth of 15%, beating analysts’ expectations by 3%, and Instacart reported revenues up 12.3%, topping estimates by 2%. eBay traded up 3.1% following the results while Instacart was also up 9.2%.

Read our full analysis of eBay’s results here and Instacart’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the online marketplace stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 12.6% on average over the last month. Sea is down 4.8% during the same time and is heading into earnings with an average analyst price target of $180.54 (compared to the current share price of $108.10).

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