Amazon (AMZN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Amazon reported $167.7 billion in revenue for Q2 2025, a 13.3% year-over-year increase, with an EPS of $1.68 compared to $1.23 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company demonstrated strong performance across various segments, with notable year-over-year growth in subscription services, AWS, and advertising services [4] Financial Performance - Revenue of $167.7 billion, surpassing the Zacks Consensus Estimate of $162.31 billion by 3.32% [1] - EPS of $1.68, exceeding the consensus estimate of $1.33 by 26.32% [1] - Year-over-year revenue growth of 13.3% [1] Segment Performance - Subscription services: $12.21 billion, up 12.4% year-over-year, exceeding the average estimate of $11.91 billion [4] - AWS: $30.87 billion, a 17.5% increase year-over-year, compared to the average estimate of $30.66 billion [4] - Advertising services: $15.69 billion, a 22.9% year-over-year increase, surpassing the average estimate of $14.9 billion [4] - Third-party seller services: $40.35 billion, an 11.5% increase year-over-year, exceeding the average estimate of $38.93 billion [4] - International sales: $36.76 billion, a 16.1% increase year-over-year, compared to the average estimate of $33.87 billion [4] - North America sales: $100.07 billion, an 11.2% increase year-over-year, exceeding the average estimate of $97.82 billion [4] Stock Performance - Amazon shares returned +4.7% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]