Thursday, October 30, 2025Today was a mostly restful day on Wall Street, with major market indexes snoozing away a chance at new closing highs, which they had set in the early part of the week. We’re still up from early Monday, except for the small-cap Russell 2000, which has taken it on the chin over the past two sessions. The Dow came in -109 points lower at the bell, -0.23% (but was roughly +0.75% during intraday highs), while the S&P 500 and Nasdaq were down a more significant -0.99% and -1.57%, respect ...

Core Viewpoint - Amazon's AWS cloud business demonstrated strong growth, contributing to a significant increase in overall revenue and net profit for the third quarter of fiscal year 2025 [1][2]. Financial Performance - Total revenue for Q3 was $180.17 billion, a 13% increase from $158.88 billion in the same period last year [1][4]. - Net profit reached $21.19 billion, up 38% from $15.33 billion year-over-year [1][4]. - Diluted earnings per share were $1.95, a 36% increase from $1.43 in the previous year [5]. Business Segmentation - AWS cloud computing revenue for Q3 was $33.01 billion, a 20% increase from $27.45 billion year-over-year [6]. - North America segment revenue was $106.27 billion, an 11% increase from $95.54 billion, but operating profit decreased by 15% [6]. - International segment revenue was $40.90 billion, a 14% increase from $35.89 billion, with operating profit down 8% [6]. Cash Flow and Special Items - Operating cash flow for the trailing twelve months was $130.70 billion, a 16% increase from $112.70 billion [5]. - Free cash flow decreased by 69% to $14.80 billion from $47.70 billion year-over-year [5]. - Operating profit included special expenses of $2.5 billion related to a legal settlement and $1.8 billion for anticipated severance costs [4]. Future Outlook - For Q4 of fiscal year 2025, revenue is expected to be between $206.00 billion and $213.00 billion, reflecting a year-over-year growth of 10% to 13% [7]. - Operating profit is projected to be between $21.00 billion and $26.00 billion, compared to $21.20 billion in the same quarter last year [7].

Amazon reported its Q3 earnings after the bell on Thursday, beating on both the top and bottom line. But the big number Wall Street wanted to know about was AWS revenue. And thankfully for Amazon at least, it also beat there.Andy Jasse said growth is reacelerating for the segment, which grew 20% yearoveryear. also said that the company's tranium 2 chip business which it allows companies to use to develop their own AI models or otherwise deploy AI is now a multi-billion dollar business and that grew 150% qua ...

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Core Insights - Amazon's cloud revenue experienced a significant increase, marking the fastest growth in nearly three years, which positively influenced the company's quarterly sales forecast and led to a 14% rise in share price during after-market trading [1][3] - The company anticipates higher capital expenditures next year, with full-year capital expenditures expected to reach around $125 billion, primarily driven by AI projects [3][6] Cloud Revenue Performance - Amazon Web Services (AWS) reported a 20% increase in revenue for the third quarter, surpassing estimates of 17.95%, despite a previous outage affecting many popular websites [4][12] - AWS contributes over 15% of Amazon's total revenue but accounts for approximately 60% of the company's total operating income, highlighting its role as a major profit driver [5][13] Market Reaction and Future Outlook - The surge in AWS revenue contributed to an increase in Amazon's market value by about $330 billion, with potential for the largest one-day percentage gain since 2015 if similar performance is seen in regular trading [3] - Amazon projected total net sales for the fourth quarter between $206 billion and $213 billion, slightly above analyst expectations of $208.12 billion [6] AI and Capital Expenditure Trends - The ongoing demand for AI software development is driving significant cloud spending, which is helping to mitigate slower growth in Amazon's e-commerce segment [2][10] - Other major tech companies, including Microsoft and Google, are also increasing their capital expenditures in AI, indicating a broader trend in the industry [9][10] Advertising Revenue Growth - Amazon's advertising sales rose by 24% year-over-year to $17.7 billion, reflecting the company's strategic focus on enhancing ad placements and exploring new advertising avenues [14] Workforce and Operational Changes - The company announced a $1.8 billion charge for severance costs due to a reduction of 14,000 corporate jobs, part of a broader plan that may lead to around 30,000 job losses [15][16] - The workforce reduction is described as a cultural adjustment rather than a financial necessity, aimed at streamlining operations [16]

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Core Insights - Amazon's Q3 2025 performance exceeded market expectations, driven by strong cloud business growth, with net sales increasing by 13% year-over-year to $180.2 billion, surpassing analyst forecasts of $177.8 billion [1] Financial Performance - Amazon's Q3 net sales reached $180.2 billion, a 13% increase year-over-year, with AWS sales growing by 20% to $33 billion, marking the largest increase since 2022 [1] - Operating income for Q3 was $17.4 billion, remaining flat year-over-year; excluding special expenses, it would have reached $21.7 billion [4] - Net income rose by 39% year-over-year to $21.2 billion, with diluted earnings per share of $1.95, exceeding analyst expectations of $1.57 [4] Segment Performance - AWS sales increased by 20% year-over-year to $33 billion, outperforming analyst expectations of 18% growth [1] - North America sales grew by 11% to $106.3 billion, while international sales increased by 14% to $40.9 billion [1] - Online store revenue rose by 10% to $67.4 billion, third-party seller services increased by 12% to $42.5 billion, and advertising services grew by 24% to $17.7 billion [3][4] Future Outlook - Amazon expects Q4 net sales to range between $206 billion and $213 billion, representing a year-over-year growth of 10% to 13% [10] - Projected operating income for Q4 is estimated to be between $21 billion and $26 billion, compared to $21.2 billion in the same quarter last year [10] Strategic Initiatives - CEO Andy Jassy highlighted the potential of AI-driven initiatives, estimating that the shopping chatbot "Rufus" could generate an additional $10 billion in sales annually [9] - Amazon's capital expenditures increased by 61% year-over-year to a record $34.2 billion, with expectations of $125 billion in capital spending for 2025 [9]

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Amazon.com, Inc. ( AMZN ) reported strong Q3 results on Thursday, showing particularly compelling AWS results. The company's shares surged by double-digits following the earnings release, as the market was happy about the company'sJo ...

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