About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Amazon beat estimates for its third-quarter earnings with $180. ...

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]

Core Insights - Amazon's cloud computing revenue increased by 20% in Q3, reaching $33 billion, surpassing analysts' expectations of $32.42 billion, which represented a growth of 18.1% [1] - AWS faces increasing competition from Google and Microsoft, with Google reporting a 34% revenue increase and Microsoft Azure achieving 40% growth in the same quarter [2] - AWS recently experienced a significant outage lasting over 15 hours, impacting numerous websites, while Microsoft also faced outages shortly before its earnings release [3] Investment and Strategic Developments - Amazon launched its $11 billion AI data center, Project Rainier, aimed at training models for Anthropic, a startup in which Amazon has invested $8 billion [4] - The new data center is expected to enhance Amazon's position in the competitive AI cloud services market, especially as Anthropic plans to utilize 1 million of Amazon's custom Trainium2 chips by the end of 2025 [4] - Amazon's efforts to strengthen its AI capabilities come in response to significant cloud partnerships formed by competitors, including a multi-billion dollar deal between Anthropic and Google, as well as substantial agreements between Meta and other cloud providers [5]

Amazon.com forecast quarterly revenue largely below Wall Street estimates on Thursday, hurt by a weaker retail business as strong demand for its cloud services as businesses continue to spend relentle... ...

Previously, we reported that Saudi Arabia is digging in for a "long and shallow" oil price war as it looks to regain market share from rivals like U.S. shale producers and OPEC+ members who have been exceeding their production quotas. This comes after Saudi Arabia made significant production sacrifices to support prices for over three years, which allowed competitors to increase their output. Saudi Arabia has also been hedging its oil price bets by rapidly diversifying its economy away from fossil fuels in ...

So, the Dow was earlier made of muscle. The S&P and Nasdaq, well, they've been atrophying most of the session here. The S&P hasn't even been in the positive today.Right now, it's down at 48 points. The Nasdaq is lower by 30. Low of the session, 329 points of losses.And two magnificent moguls are really more like preh Halloween monsters right now. Meta is getting kneecapped at the moment. Let's look at Meta.is down right now 11 and a half%. Investors do not care that the Facebook parent posted a double beat ...

Core Insights - Amazon is under pressure to demonstrate a solid plan to maintain its leading position in the cloud market, especially with increased capital expenditures from competitors like Google, Meta, and Microsoft [2][5] - AWS currently holds a 30% market share, significantly ahead of Microsoft Azure at 20%, but faces challenges as competitors grow their cloud revenues at a faster rate [2][3] - Amazon's backlog is weaker compared to Microsoft and Oracle, which could impact future revenue growth, although AWS CEO Matt Garmins notes that backlog is not a perfect metric for gauging future performance [3] Company Positioning - Amazon has lost significant AI workloads to competitors, with Anthropic expanding its partnership with Google Cloud and Meta signing a new contract with Alphabet for compute services [4][5] - The key question for Amazon heading into earnings is whether it can match competitors' capital expenditures and demonstrate a return on investment from that spending [5]

Amazon.com Inc.'s (NASDAQ:AMZN) massive artificial intelligence push took a major step forward as its Project Rainier supercomputer, powered by nearly 500,000 Trainium2 chips, officially went live.AMZN is having a challenging session. Get the scoop here.The new Rainier system marks a turning point for Amazon Web Services, positioning it to capture a larger share of booming AI training and inference demand that could add billions in revenue growth through 2026.Bank of America Securities analyst Justin Post m ...