Amazon(AMZN)
Search documents
Amazon CEO Andy Jassy defends $200B spending plan: ‘This isn't some sort of quixotic top-line grab'
GeekWire· 2026-02-05 22:31
Core Insights - Amazon's cloud unit experienced its fastest growth in over three years, indicating a strong performance in the cloud services market [1] - The company's announcement of a $200 billion investment in infrastructure by 2026 led to a significant decline in its stock price, dropping 10% in after-hours trading [1] Group 1 - Amazon's cloud unit growth rate is the highest seen in more than three years, reflecting robust demand for cloud services [1] - The planned $200 billion infrastructure investment is aimed at expanding Amazon's capabilities and services [1] - The market reacted negatively to the investment announcement, resulting in a 10% drop in Amazon's shares after hours [1]
Amazon's Cloud Business Is Accelerating. Time to Buy the Stock?
Yahoo Finance· 2026-02-05 22:29
Core Viewpoint - Amazon's cloud computing segment, Amazon Web Services (AWS), has shown significant growth, with a 24% year-over-year increase in Q4, marking the fastest growth in 13 quarters, despite a 10% drop in share price after earnings release [2][3]. Financial Performance - Amazon's Q4 net sales reached $213.4 billion, reflecting a 14% year-over-year growth, surpassing previous guidance [3]. - Revenue from Amazon's online stores increased by 10% to approximately $83.0 billion, while third-party seller services revenue rose by 11% to about $52.8 billion [4]. - The company's physical store revenue grew by 5% year over year, totaling $5.9 billion [4]. Higher-Margin Segments - Subscription services revenue increased by 14% year over year to $13.1 billion, and advertising services revenue rose by 23% to $21.3 billion [5]. - AWS revenue jumped 24% to $35.6 billion, accelerating from a 20% growth in Q3 [5][6]. Future Outlook - Management anticipates a robust business momentum in Q1, guiding for revenue growth of 11% to 15% year over year [5].
Amazon Plunges 9% After Hours as $200B Spending Plan Shocks Wall Street Investors
FX Empire· 2026-02-05 22:17
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...
亚马逊第四季度净利润增长6% 2026年支出大增股价下跌9%
Feng Huang Wang· 2026-02-05 22:16
2025年全年,总营收为7169.24亿美元,较2024年的6379.59亿美元增长12%;剔除44亿美元的汇率同比 变化有利影响,总营收同比增长12%;净利润为776.70亿美元,较592.48亿美元增长31%。 股价表现: 亚马逊第四季度每股收益不及预期,并将2026年资本支出提高到远超分析师预期的2000亿美元,同比大 增56%,拖累第一季度营业利润展望不及预期,股价在盘后大跌超9%。 亚马逊盘后大跌9.28% 亚马逊股票周四在纳斯达克交易所开盘报224.91美元。截至周四收盘,亚马逊股价下跌10.30美元,报收 于222.69美元,跌幅为4.42%。截至发稿,亚马逊股价在盘后交易中下跌20.67美元至202.02美元,跌幅 为9.28%。过去52周,亚马逊股价最高为258.60美元,最低为161.38美元。 第四季度业绩要点: ——总营收为2133.86亿美元,较上年同期的1877.92亿美元增长14%;剔除28亿美元的汇率同比变化有 利影响,总营收同比增长12%; ——营业利润为249.77亿美元,与上年同期的212.03亿美元增长18%;第四季度营业利润包括三项特殊 支出:为解决意大利门店业务税务 ...
January layoffs hit highest level since 2009 as monthly job cuts surge
New York Post· 2026-02-05 22:07
Job Cuts Overview - U.S. employers announced 108,435 job cuts in January, marking a 205% increase from December and a significant rise from 49,795 cuts in January of the previous year [1][2] - This figure represents the highest number of layoffs for January since 2009, when 241,749 cuts were recorded [2][10] Sector-Specific Job Cuts - The transportation sector led with 31,243 job cuts, primarily due to UPS announcing 30,000 layoffs as it reduces its shipment handling for Amazon [4] - Technology firms reported 22,291 job cuts, with Amazon alone accounting for 16,000 of these as it reorganizes its management structure [5][7] - Healthcare companies announced 17,107 job cuts, the highest for the sector since April 2020, driven by inflation and high labor costs [6][8] Reasons for Layoffs - The primary reasons for layoffs included contract loss (30,784 cuts) and adverse market conditions (28,392 cuts) [9] - Other contributing factors were restructuring (20,044 cuts), business closings (12,738 cuts), and the impact of artificial intelligence (7,624 cuts) [11] Hiring Plans - Employers announced only 5,306 hiring plans in January, the lowest for the month since tracking began in 2009, down from 6,089 in January of the previous year and 10,496 in December [13]
Tech Sell-Off Drags Major Indexes Lower as Job Market Woes Persist; Alphabet, Qualcomm Tumble
Stock Market News· 2026-02-05 22:07
Market Overview - U.S. equities faced a challenging day on February 5, 2026, with significant sell-offs in technology stocks and negative job market reports impacting investor sentiment [1] - The S&P 500 fell 1.2% to close at 6,798.40, marking its sixth decline in seven trading days since reaching an all-time high [2] - The Nasdaq Composite dropped 1.6% to 22,540.59, while the Dow Jones Industrial Average decreased by 1.2% to 48,908.72 [2] - Bitcoin prices fell below $64,000, reaching their lowest level since October 2024, further exacerbating the downturn [2] Major Market Movers and Corporate News - Alphabet (GOOGL) saw a decline of 0.8% despite stronger-than-expected sales, as investors were concerned about projected capital expenditures for AI infrastructure, estimated at $175 billion to $185 billion for 2026, nearly double the $91.45 billion spent in 2025 [3] - Qualcomm (QCOM) experienced an 8.5% drop due to a disappointing outlook, citing a tightening global memory shortage affecting the smartphone market [4] - Advanced Micro Devices (AMD) fell sharply by 17.3% on a weak outlook, contributing to the semiconductor sector's struggles [4] - Uber Technologies (UBER) declined by 5.2% after missing earnings expectations, while Amgen (AMGN) surged 8.2% on positive earnings results [5] - Eli Lilly (LLY) jumped 10.3% due to strong sales of its drugs, and McKesson (MCK) soared 16.5% after exceeding profit and revenue expectations [5] - Peloton Interactive (PTON) plummeted 28% after reporting weaker-than-expected results, while Estee Lauder (EL) and Snap (SNAP) retreated by 19% and 12%, respectively [6] Job Market Developments - Amazon (AMZN) announced plans to cut approximately 16,000 corporate roles, while UPS revealed 30,000 job cuts [7] - Dow (DOW) reduced its workforce by 4,500 jobs, with Home Depot (HD) and Nike (NKE) also making cuts [7] Economic Indicators - Initial jobless claims for the week ending January 31 rose to 231,000, exceeding economists' estimates [9] - U.S. employers announced over 108,000 layoffs in January, the highest for that month since 2009, with job openings falling to 6.5 million in December, the lowest since 2020 [9] - The Consumer Price Index rose 2.7% over the year in December, indicating persistent inflation despite potential interest rate cuts by the Federal Reserve [10] Upcoming Market Events - Investors are awaiting the release of January U.S. Non-Farm Payrolls, Unemployment Rate, and Average Hourly Earnings data on February 6, which will provide further insights into the labor market [8]
Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year
Nytimes· 2026-02-05 22:06
Core Viewpoint - The company reported a strong performance during the holiday quarter, but significant investments in areas such as artificial intelligence and satellites are causing concern among investors [1] Group 1: Financial Performance - The company experienced a strong holiday quarter, indicating robust sales and consumer engagement [1] Group 2: Investment Concerns - Investors are becoming increasingly nervous about the company's substantial spending on artificial intelligence and satellite technology [1]
Amazon(AMZN) - 2025 Q4 - Earnings Call Presentation
2026-02-05 22:00
Q4 2025 Financial Results Conference Call Slides This presentation may contain forward-looking statements which are inherently difficult to predict. Actual results and outcomes could differ materially for a variety of reasons, including, among others, fluctuations in foreign exchange rates and energy prices, changes in global economic conditions, tariff and trade policies, resource and supply volatility, including for memory chips, and customer demand and spending, inflation, interest rates, regional labor ...
Amazon stock falls following earnings, where labor market cracks are emerging
Youtube· 2026-02-05 21:51
Hello and welcome to Market Domination Overtime. Stocks closing lower here with no reprieve from a building tech selloff. Jared Blickery is over at the Wi-Fi Interactive with today's moves.Jared, >> thank you Josh. One hour ago we were looking at some modest selling, but we have se seen some uh losses deepen into the close here. The Dow kind of matching its losses from earlier in the day down 1.2% uh percent or about almost 600 points there.But the selling we saw was really in the NASDAQ and could have been ...
Amazon stock sinks despite AWS beat in Q4: should you buy the dip?
Invezz· 2026-02-05 21:46
Amazon.com Inc (NASDAQ: AMZN) is slipping in extended hours even though the titan recorded a massive revenue beat and a standout performance from its cloud division in its fiscal Q4. The multinational... ...