Core Insights - Amazon's third-quarter results exceeded analysts' expectations, driven by significant growth in its cloud business, leading to a share price increase of over 9% in after-hours trading [1][2]. Financial Performance - Earnings per share (EPS) for the third quarter were reported at $1.95, an increase from $1.43 year-over-year, surpassing analyst consensus [2]. - Revenue rose 13% year-over-year to $180.2 billion, also beating expectations, with Amazon Web Services (AWS) sales jumping 20% to $33 billion [2]. Future Outlook - Amazon anticipates fourth-quarter revenue to be between $206 billion and $213 billion, compared to the analyst estimate of $208.66 billion [3]. Strategic Initiatives - CEO Andy Jassy highlighted that AI has driven meaningful improvements across Amazon's business, with strong demand in AI and core infrastructure [3]. - The company is focusing on accelerating capacity to meet this demand [3]. Workforce Changes - Amazon announced plans for significant layoffs, reducing its workforce by about 14,000 jobs, as part of cost-cutting measures while investing heavily in AI infrastructure [4].

Q3 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, changes in global economic conditions, tariff and trade policies, and customer demand and spending, inflation, interest rates, regional labor market constraints, world events, the rate of growth of the internet, online c ...

Core Insights - The tech giant reported unexpectedly strong sales and profits in its consumer and cloud businesses, indicating robust performance [1] - The company anticipates another strong quarter ahead, suggesting continued growth momentum [1] Company Performance - Strong sales and profits were noted across both consumer and cloud segments, highlighting the company's effective strategies and market demand [1] - The positive financial results may lead to increased investor confidence and potential stock performance improvements [1] Future Outlook - The company is optimistic about the upcoming quarter, which may reflect ongoing trends in consumer spending and cloud service adoption [1] - This outlook could position the company favorably in the competitive tech landscape, attracting further investment [1]

Core Insights - Amazon shares surged 10% in after-hours trading, recovering from a 3% loss during regular trading hours, following a strong third quarter financial report that exceeded Wall Street's revenue and earnings expectations [1] Financial Performance - The company reported better-than-expected revenue and earnings in its third quarter, contributing to the significant increase in share price [1]

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]

Amazon.com Inc.'s stock jumped 10% in after-hours trading Thursday after its cloud division, Amazon Web Services (AWS), delivered its strongest quarterly growth since 2022, easing investor concerns th... ...

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]