Financial Data and Key Metrics Changes - The company reported revenue of $213.4 billion, a 12% increase year-over-year, excluding foreign exchange impacts [5][28] - Operating income was $25 billion, which included special charges that reduced operating income by $2.4 billion [28][29] - Trailing twelve-month free cash flow was $11.2 billion [5] Business Line Data and Key Metrics Changes - AWS revenue grew to $35.6 billion, with a growth rate of 24% year-over-year, marking the fastest growth in 13 quarters [7][35] - North America segment revenue was $127.1 billion, up 10% year-over-year, while international segment revenue was $50.7 billion, up 11% year-over-year [30] - Advertising revenue reached $21.3 billion, growing 22% year-over-year [23][34] Market Data and Key Metrics Changes - The company saw worldwide paid units grow by 12% year-over-year, the highest quarterly growth rate in 2025 [30] - The grocery segment achieved over $150 billion in gross sales, establishing the company as a significant player in the grocery market [19] - Same-day delivery for Prime members increased by nearly 70% year-over-year [20] Company Strategy and Development Direction - The company is focusing on expanding its capabilities in AI, chips, and quick commerce, aiming to build a more meaningful business [5][17] - Investments in AWS and custom silicon are expected to drive long-term returns on invested capital [41][43] - The company plans to open over 100 new Whole Foods Market Stores and expand grocery delivery services [19][38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand for AWS services and the potential for AI to transform customer experiences [44][46] - The company is optimistic about the growth of its Trainium and Graviton chips, which are expected to enhance price performance and drive revenue [50][52] - The management highlighted the importance of maintaining competitive pricing and improving customer experience in retail [38][70] Other Important Information - The company achieved its fastest-ever delivery speeds for Prime members while reducing costs to serve [33] - The introduction of new features like "Add to Delivery" has significantly improved customer convenience [21][22] - The company is actively working on expanding its AI capabilities and partnerships, including with OpenAI [61][62] Q&A Session All Questions and Answers Question: Insights on long-term return on invested capital - Management discussed the ongoing investments in AWS and AI, emphasizing the strong demand and potential for long-term returns [41][42] Question: Update on Project Rainier and financial guardrails - Management confirmed strong growth in Trainium and clarified the ongoing commitment to AI investments while maintaining financial discipline [50][54] Question: Changes in the AI market and relationships with companies like OpenAI - Management described the AI market as barbelled, with significant opportunities for enterprises to leverage AI, and expressed optimism about extending partnerships with AI companies [57][62] Question: Retail business efficiency and investment areas - Management outlined the dual focus on expanding selection and improving delivery speed while also identifying areas for cost savings [72][74]

Financial Data and Key Metrics Changes - The company reported revenue of $213.4 billion, a 12% increase year-over-year, excluding foreign exchange impacts [5][29] - Operating income was $25 billion, which included special charges that reduced operating income by $2.4 billion [29] - Trailing twelve-month free cash flow was $11.2 billion, reflecting strong growth [5] Business Line Data and Key Metrics Changes - AWS revenue grew to $35.6 billion, with a growth rate of 24% year-over-year, marking the fastest growth in 13 quarters [6][35] - The North America segment revenue was $127.1 billion, up 10% year-over-year, while the international segment revenue was $50.7 billion, up 11% year-over-year [30] - The company saw a 12% increase in worldwide paid units, the highest quarterly growth rate in 2025 [30] Market Data and Key Metrics Changes - The company expanded its grocery business significantly, achieving over $150 billion in gross sales, making it a large grocer [19] - Same-day delivery for Prime members increased by nearly 70% year-over-year, with significant adoption of perishable grocery services [20][33] - Advertising revenue grew 22% year-over-year, reaching $21.3 billion in the quarter [24] Company Strategy and Development Direction - The company is focusing on AI, chips, and quick commerce as key growth areas, with strong demand already observed [5][6] - Investments in AWS and custom silicon are expected to drive long-term returns on invested capital [41][44] - The company plans to expand its grocery offerings and improve delivery speeds, aiming to enhance customer experience [19][33] Management's Comments on Operating Environment and Future Outlook - Management highlighted the unpredictability of results due to various external factors, including economic conditions and customer demand [4] - The company remains optimistic about the future, particularly in AI and cloud services, expecting continued strong demand [44][46] - Management emphasized the importance of customer experience and operational efficiency as key drivers for long-term value creation [39] Other Important Information - The company plans to invest approximately $200 billion in capital expenditures, predominantly in AWS [17] - The launch of Amazon Leo aims to provide connectivity in underserved areas, with significant interest from enterprise customers [27][37] Q&A Session Summary Question: Insights on long-term return on invested capital - Management discussed the strong demand for AI services and the expected long-term returns from current investments, emphasizing the importance of operational efficiencies [41][42][44] Question: Update on Project Rainier and financial guardrails - Management expressed excitement about the growth of Trainium and its applications, noting that the project is progressing well and has significant interest [51][52][56] Question: Changes in the AI market and relationships with companies like OpenAI - Management described the AI market as barbelled, with significant opportunities in enterprise production workloads and expressed optimism about extending partnerships with AI companies [59][60][64] Question: Retail business efficiency and investment areas - Management highlighted ongoing investments in expanding selection and improving delivery speeds while also identifying areas for cost efficiencies [73][75]

Let's get to some earnings now because Amazon's fourth quarter results are just hitting the wire. You can see we're dropping initially here a quick 8%. Q4 EPS $1.95%.The street was at a $1.96%. Uh looks like Q4 net sales I see 213.39% billion. The estimate was 211.49% billion.Uh Q4 AWS net sales XFX up 24%. The estimate was 21%. Just to break that out, it looks like that was 35.58% billion.The street was at 34.88% billion. Q4 operating margins 11.7%. That looks smack in line with what the street was looking ...

Amazon, controlled by billionaire Jeff Bezos, said profits grew by 31pc last year - Eva Marie Uzcategui/Bloomberg Amazon shares plunged on Thursday night, continuing a tech industry sell-off, after it outlined a $200bn (£148bn) spending surge on artificial intelligence (AI) infrastructure. Andy Jassy, the company’s chief executive, said the tech giant’s capital expenditure would grow by around 60pc this year as its giant cloud computing business attempts to keep ahead of rivals. The spending plans came ...

Core Viewpoint - Amazon's cloud computing segment, Amazon Web Services (AWS), has shown significant growth, with a 24% year-over-year increase in Q4, marking the fastest growth in 13 quarters, despite a 10% drop in share price after earnings release [2][3]. Financial Performance - Amazon's Q4 net sales reached $213.4 billion, reflecting a 14% year-over-year growth, surpassing previous guidance [3]. - Revenue from Amazon's online stores increased by 10% to approximately $83.0 billion, while third-party seller services revenue rose by 11% to about $52.8 billion [4]. - The company's physical store revenue grew by 5% year over year, totaling $5.9 billion [4]. Higher-Margin Segments - Subscription services revenue increased by 14% year over year to $13.1 billion, and advertising services revenue rose by 23% to $21.3 billion [5]. - AWS revenue jumped 24% to $35.6 billion, accelerating from a 20% growth in Q3 [5][6]. Future Outlook - Management anticipates a robust business momentum in Q1, guiding for revenue growth of 11% to 15% year over year [5].

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Amazon.com Inc (NASDAQ: AMZN) is slipping in extended hours even though the titan recorded a massive revenue beat and a standout performance from its cloud division in its fiscal Q4. The multinational... ...

Core Insights - Amazon's fourth-quarter earnings revealed two contrasting aspects: a profitable, streamlined operation and a company aggressively investing in future technologies [1][2] - CEO Andy Jassy announced a significant capital expenditure plan of approximately $200 billion by 2026, focusing on AI, chips, robotics, and low earth orbit satellites, which raised concerns among investors [2] - Despite strong quarterly performance, including revenue exceeding $211.4 billion and AWS achieving its fastest growth in 13 quarters, the market reacted negatively to the high spending plans [3][5] Financial Performance - Amazon's revenue for the quarter surpassed analyst expectations, while earnings per share were reported at $1.95, slightly below the anticipated $1.97 [3] - AWS showed robust growth, contributing to the overall positive financial results, with advertising revenue increasing by 23% and custom chips experiencing triple-digit growth [3] Market Sentiment - The current market environment is focused on evaluating the justification for large capital expenditures rather than just the financial results themselves [4] - Investors are becoming increasingly cautious about Big Tech's spending plans, particularly in AI infrastructure, with expectations of over $500 billion in spending by 2026 [4] - Amazon's guidance for future spending has led to skepticism, placing it in a less favorable category compared to peers who demonstrate a balance of spending and growth [5]

Core Insights - Amazon's sales increased by 14% in the fourth quarter, driven by strong holiday spending and growth in its cloud computing unit [1] - Despite the sales growth, Amazon's shares fell by 11% in after-hours trading due to plans to increase capital spending by nearly 60% to $200 billion from $128 billion last year [2] - Amazon's CEO Andy Jassy expressed confidence in long-term returns on invested capital, highlighting the company's focus on artificial intelligence and other technologies [3] Financial Performance - Amazon's fourth-quarter profits were slightly below analysts' expectations, contributing to the decline in share price [2] - Amazon Web Services (AWS) experienced a 24% growth in the fourth quarter, marking the fastest growth in 13 quarters, following 20% growth in the third quarter and 17.5% in the second quarter [7] Workforce Changes - Amazon is undergoing significant layoffs, cutting about 16,000 corporate jobs, with an additional 5,000 retail workers due to the closure of Amazon Go and Amazon Fresh stores, totaling over 30,000 job cuts since the push for AI-driven changes began [4][5] Competitive Landscape - Amazon faces pressure to demonstrate that AWS is competitive with Microsoft Azure and Google Cloud, as these companies also ramp up their investments in artificial intelligence [6]

Core Insights - Amazon Web Services (AWS) revenue increased by nearly 24% in Q4, reaching $35.58 billion, surpassing analysts' expectations of $34.93 billion, and accounted for approximately 17% of Amazon's total revenue for the quarter [1][2] Group 1: Financial Performance - AWS operating income was $12.47 billion, exceeding the consensus estimate of $11.91 billion, and represented a significant portion of Amazon's overall profits [2] - The operating margin for AWS slightly widened to 35% from 34.6% in the previous quarter [2] Group 2: Competitive Landscape - Amazon continues to lead the cloud infrastructure market, which it pioneered nearly 20 years ago, but faces increasing competition from Google and Microsoft, both of which are experiencing rapid growth in their cloud services, particularly in artificial intelligence [2][3] - Google Cloud revenue surged by about 48%, marking its fastest growth since 2021, while Microsoft reported a 39% increase in revenue from Azure and other cloud services [3] Group 3: Product Developments and Investments - In Q4, AWS launched Nova Forge, which allows access to Amazon's generative AI models for advanced customization during the training phase, and announced a $38 billion spending commitment from OpenAI [4] - AWS added nearly 4 gigawatts of computing capacity in 2025, while Microsoft added almost 1 gigawatt during the same period [5] - Amazon anticipates $200 billion in capital expenditures for 2026, significantly higher than the consensus estimate of $148.86 billion [5]