Let's talk about Amazon. Let's talk about AWP and let's talk about that. I spend Are you comfortable with the numbers that you saw today.That's hard to keep up. Yeah, but, um. But the the numbers and the overall numbers for Amazon here, this is the cleanest quarter this company has had in some time.There's a few normalizations in the quarter related to the operating income that you reported that were one time item. So when you adjust for that, they actually beat on operating income the moderately be on reve ...

Core Insights - Amazon's shares surged nearly 9% following a strong earnings report, with Amazon Web Services (AWS) revenue increasing by 20% year-on-year, reaching $33 billion in Q3 [1][2] - The growth rate of AWS is the fastest seen in several quarters, indicating a positive trend in cloud and AI services [2] - Investors are optimistic about AWS's performance obligations and capital expenditures (capex), which are expected to rise from the current $120 billion to around $127-128 billion next year [5] AWS Performance - AWS's revenue growth and the acceleration of Remaining Performance Obligations (RPO) are key indicators of future cloud growth [4] - The wider the gap between revenue growth and RPO growth, the more bullish investor sentiment will be [4] Retail Segment - Retail is undergoing a long-term shift towards profitable growth, with Amazon focusing on controlled investments and improving profitability through advertising [7][8] - The company is expected to face challenges in Q4 due to discounting and shipping costs, but guidance for operating income is anticipated to be wider due to the variability in retail outcomes [7] Advertising Growth - Amazon is enhancing its advertising capabilities, moving beyond just bottom-of-funnel conversions to a more comprehensive advertising solution [10] - Partnerships with platforms like Pinterest and the integration of Prime Video are positioning Amazon as a significant advertising partner for brands outside of its traditional retail space [10]

Core Insights - Amazon's shares increased by 10% following strong third-quarter results that exceeded Wall Street expectations for both revenue and net income, particularly in the Amazon Web Services (AWS) division [1] - Revenue for the September quarter rose by 13% to $180 billion, with AWS revenue growing by 20% [1] - Net income per share reached $1.95, significantly boosted by gains from investments in Anthropic [1] Financial Performance - Operating income remained flat at $17.4 billion, which included a $2.5 billion settlement with the FTC and $1.8 billion in estimated severance charges due to planned layoffs [2] - The company announced 14,000 layoffs across various divisions, with video games being notably affected [2] AWS Performance - AWS experienced a significant outage recently, impacting numerous applications and websites, which heightened the need for positive news from this division [3][4] - CEO Andy Jassy reported that AWS is growing at a rate not seen since 2022, with a year-over-year growth rate of 20.2% [5] Strategic Initiatives - The company is focused on enhancing delivery speeds for Prime members and expanding same-day delivery of perishable groceries to over 2,300 communities by year-end [5] - Amazon has added over 3.8 gigawatts of capacity in the past 12 months to support its growth [5] Entertainment and Viewership - Amazon reported over 70 million global viewers for "The Summer I Turned Pretty" Season 3, marking a 65% increase in viewership compared to Season 2 [6] - The fourth season of Thursday Night Football on Prime Video averaged 15.3 million viewers, a 16% increase over the previous season [6] - The NBA on Prime debuted in over 200 countries, achieving an average audience of 1.25 million viewers in the U.S. during the season-opening doubleheader [6]

Core Insights - Amazon.com Inc.'s stock experienced a 10% increase in after-hours trading following the announcement of strong quarterly growth in its cloud division, Amazon Web Services (AWS), marking the highest growth rate since 2022 [1] Group 1: Company Performance - AWS delivered its strongest quarterly growth since 2022, which alleviated investor concerns regarding the company's performance [1] - The positive performance of AWS is a significant factor contributing to the overall increase in Amazon's stock price [1] Group 2: Market Reaction - The 10% jump in stock price reflects a strong market reaction to the news of AWS's growth, indicating renewed investor confidence [1]

Robert Duran of BD8 Capital Partners and Kevin Gordon, head of macro research at Schwab Center for Financial Research. Guys, welcome Kevin. Uh, let's put this in the context of Amazon.We saw some mixed reaction to the results from the big names yesterday. This is a big reaction on Amazon, which disappointed a quarter ago with that 17% AWS growth. I'm looking here and uh the guide for operating income for Q4 is also uh between 21 and 26 billion dollars.That means the low end of this range is where they were ...

Core Insights - The company reported earnings that exceeded expectations, with an EPS of $1.95 compared to the expected $1.57 [1] - Revenue also surpassed forecasts, coming in at $180.17 billion against an expectation of $177.8 billion [1] - The cloud business, AWS, showed strong performance with revenue of $33 billion, exceeding the anticipated $32.42 billion [1] Financial Performance - The year-over-year growth for AWS was reported at 20%, which is above the street's whisper estimates of 18.5% to 19% [2] - The positive earnings report led to a nearly 10% increase in the company's share price [2]

Core Insights - Proactive provides fast, accessible, and informative business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - Amazon exceeded expectations for its third-quarter earnings, reporting a figure of $180 billion [1] Financial Performance - The company reported third-quarter earnings of $180 billion, surpassing analyst estimates [1]

The e-commerce giant said Amazon Web Services is growing at its fastest rate since 2022, driven by AI. Shares surged in after-hours trading. ...

Financial Performance - Net sales increased 13% to $180.2 billion in Q3 2025, compared to $158.9 billion in Q3 2024, with a 12% increase excluding foreign exchange impacts[4] - Operating income was $17.4 billion in Q3 2025, unchanged from Q3 2024, but would have been $21.7 billion without special charges totaling $4.3 billion[4] - Net income rose to $21.2 billion, or $1.95 per diluted share, compared to $15.3 billion, or $1.43 per diluted share, in Q3 2024[4] - Operating cash flow increased 16% to $130.7 billion for the trailing twelve months, up from $112.7 billion in the previous year[4] - Free cash flow decreased to $14.8 billion for the trailing twelve months, down from $47.7 billion, primarily due to a $50.9 billion increase in property and equipment purchases[4] - Fourth quarter 2025 net sales are expected to be between $206.0 billion and $213.0 billion, reflecting a growth of 10% to 13% compared to Q4 2024[9] - Operating income for Q4 2025 is projected to be between $21.0 billion and $26.0 billion, compared to $21.2 billion in Q4 2024[9] Segment Performance - AWS segment sales grew 20% year-over-year to $33.0 billion, reflecting strong demand in AI and core infrastructure[4] - North America net sales increased by 11% year-over-year to $106,267 million for the three months ended September 30, 2025[21] - International net sales grew by 14% year-over-year to $40,896 million for the same period[21] - AWS net sales rose by 20% year-over-year to $33,006 million for the three months ended September 30, 2025[21] - Total operating income for the North America segment was $9,256 million in Q4 2024, a decline of 15% year-over-year[27] - Operating margin for the AWS segment was 34.6% in Q2 2025, compared to 35.9% in Q1 2025[27] Cash Flow and Expenses - Cash provided by operating activities for the three months ended September 30, 2024, was $25,971 million, compared to $35,525 million in 2025, a decline of 26.9%[15] - Cash paid for interest on debt for the nine months ended September 30, 2024, was $2,002 million, compared to $1,651 million in 2025, an increase of 21.2%[15] - Total operating expenses for the three months ended September 30, 2024, were $141,466 million, up from $162,747 million in 2025, a rise of 15%[17] - Total stock-based compensation expense decreased to $4,847 million in Q2 2025, down 9% year-over-year[29] - Worldwide shipping costs increased to $25,384 million in Q2 2025, reflecting an 8% year-over-year growth[29] Growth and Innovation - Amazon's Trainium2 AI chip business grew 150% quarter-over-quarter, indicating strong adoption and demand[5] - The company plans to expand same-day delivery of perishable groceries to over 2,300 communities by the end of 2025[5] - The company continues to focus on expanding its market presence through new strategies and product offerings[37] - Future outlook includes ongoing investments in technology and product development to enhance customer experience[37] - The company aims to improve operational efficiency and drive growth through strategic partnerships and acquisitions[37] - Continued focus on innovation and customer-centric solutions is expected to drive long-term growth[37] Market and User Engagement - User data indicates a steady increase in engagement across various platforms, contributing to overall sales growth[37] - The company is exploring new market opportunities to diversify its revenue streams and enhance shareholder value[37] - Future performance guidance suggests a positive trajectory with anticipated revenue growth in the upcoming quarters[37] - The company is committed to maintaining transparency in its financial reporting and investor communications[38]