亚马逊第二季度净利润增长35% 展望不佳股价大跌近6%

Core Insights - Amazon reported Q2 2025 total revenue of $167.70 billion, a 13% increase from $147.98 billion in the same period last year, with net profit rising 35% to $18.16 billion from $13.49 billion [2][5]. Financial Performance - Total revenue for Q2 2025 was $167.70 billion, up from $147.98 billion year-over-year, with a 12% increase in net sales after excluding a favorable $1.5 billion impact from currency fluctuations [5]. - Operating income reached $19.17 billion, a 31% increase from $14.67 billion in the previous year [5]. - Net income was $18.16 billion, compared to $13.49 billion in the same quarter last year, marking a 35% growth [5]. - Earnings per share (EPS) increased to $1.68, up 33% from $1.26 year-over-year [5]. - Operating cash flow for the 12 months ending June 30, 2025, was $121.10 billion, a 12% increase from $108.00 billion in the previous year, while free cash flow decreased by 66% to $18.20 billion from $53.00 billion [5]. Business Segment Performance - AWS cloud computing revenue for Q2 was $30.90 billion, a 17.5% year-over-year increase, with operating income of $10.20 billion, up 10% from $9.30 billion [6]. - North America segment revenue was $100.10 billion, an 11% increase, with operating income rising 47% to $7.50 billion from $5.10 billion [6]. - International segment revenue reached $36.80 billion, a 16% increase, with a 400% rise in operating income to $1.50 billion from $0.30 billion in the previous year [6]. Future Outlook - For Q3 2025, Amazon expects revenue between $174.00 billion and $179.50 billion, representing a year-over-year growth of 10% to 13%, including a favorable currency impact of approximately 130 basis points [6]. - Operating income guidance for Q3 is projected between $15.50 billion and $20.50 billion, compared to $17.40 billion in the same quarter last year [6].