Core Insights - Amazon experienced significant job cuts and faced concerns regarding its AI capabilities, but a strong earnings report led to a rebound in investor confidence, with shares reaching record highs [1][8]. Group 1: Job Cuts and AI Concerns - The recent layoffs of 14,000 employees raised questions about Amazon's growth and efficiency, with some analysts labeling the company as an "AI laggard" [2][3]. - Amazon's CEO Andy Jassy emphasized that the layoffs were a preemptive measure to make the company "leaner" and to streamline its culture [2][11]. Group 2: AWS Performance - Amazon Web Services (AWS) reported $33 billion in sales, marking a 20% increase, which is the fastest growth since 2022, alleviating some investor concerns [8]. - AWS has a backlog of $200 billion in contracts not yet recognized as revenue, indicating strong demand for its services [9]. Group 3: AI Developments - Amazon is making strides in AI, with its in-house AI chip, Trainium 2, becoming a "multi-billion dollar" business, and its AI shopping assistant, Rufus, projected to contribute over $10 billion in sales volume [9]. - Despite these advancements, skepticism remains regarding AWS's ability to compete with Microsoft and Google in the AI space [10][11].

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. Markets getting a boost here following big tech earnings.Amazon continuing to rip. We'll have more on that. But right now, there's under an hour to go until the closing bell and stocks are high.Let's take a look at the popular averages. Dow's up about 150 points. S&P 500, your broad gauge is up about 6/10 of a percent and your tech heavy NASDAQ up about 1%.Let's welcome in now senior reporter Enz Fer. Enz, break dow ...

Key Takeaways Amazon Q3 earnings beat estimates by 23%, with shares jumping 13% on strong results.AWS revenues grew 20% year over year to $33 billion, though lagging Google and Microsoft growth.Net income surged 38% to $21.2 billion, boosted by $9.5 billion in pre-tax Anthropic gains.Amazon.com (AMZN) shares jumped more than 13% in extended trading on Thursday after the company delivered third-quarter 2025 earnings of $1.95 per share, which increased 36.4% from the year-ago quarter and beat the Zacks Consen ...

Welcome back to Trading 360. I'm Marley Kaden. It's time now for the 360 round.For that, let's bring in our panel to discuss Amazon's earnings. Joining us, Owen Carr, the chief merchandising officer at Spreeale and Charlie O'Shea from O'Shea investors. Thank you both for taking the time.You Charlie, we'll start with you. What are your thoughts on the report. >> They should be very happy.I mean, the stock price has rebounded. It's up almost 12%, I guess, at last read. And things are moving along.AWS finally ...

Ron Josie joins me, internet senior analyst at city. So you must not be surprised at all to watch the stock doing what it's doing right now up more than 10%. >> Oh contestant, thanks for having me.I mean I think we are not surprised to see it up 10% because we finally got to see that reaceleration or at least the beginning phases of it based off the investments that they've made over the past call it year and a half or so. And so frankly the number one thing I think we and everyone in the street was looking ...

Key Takeaways Amazon posted Q3 EPS of $1.95 and revenue of $180.17B, beating consensus estimates. AWS revenue surged 20.2% year over year, fueled by rising AI and infrastructure demand.AI initiatives like Trainium2, Rufus, and Project Rainier are accelerating Amazon's growth.Global e-commerce giant Amazon.com Inc. (AMZN) reported third-quarter 2025 adjusted earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.58. This compares to earnings of $1.43 per share a year ago. The company posted ...

Amazon’s latest results, announced Thursday (Oct. 30th) after the bell, gave investors and analysts a snapshot of how AI is powering and fine-tuning everything from eCommerce to enterprise customers operations.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .And the company is making headway in its grocery efforts as well, management said d ...

Core Insights - Amazon's AWS growth rate has reached its highest level since 2022, with a year-on-year growth rate of 20.2%, achieving an annualized run rate of $132 billion [1] - The backlog of unfulfilled contracts has reached $200 billion, not including several new contracts expected to be announced in October, which exceed the total transactions of the third quarter [1] - AWS continues to lead the market with a diverse range of services and rapid innovation, recognized as a leader by Gartner for 15 consecutive years [1] AWS Capacity and AI Investments - AWS's power capacity has doubled compared to 2022 levels and is expected to double again by 2027, with at least 1 gigawatt planned for the fourth quarter [2] - The Trainium2 chip business has seen a 150% quarter-on-quarter growth, with significant collaboration with companies like Nvidia, AMD, and Intel [2] - The company is investing heavily in AI, anticipating strong capital returns in the long term, while also enhancing its logistics network to support business growth [2] Trainium Chip Development - Trainium2 has a limited but large customer base, with a price-performance advantage of 30% to 40% over alternatives, driving demand [4] - Trainium3 is expected to be previewed by the end of this year, with mass production anticipated in early 2026, generating interest from both large and medium-sized customers [4] - The success of projects like Rainier, which utilizes Trainium2, is expected to enhance the credibility of Trainium chips among customers [6] Grocery Business Expansion - Amazon's grocery business has surpassed $100 billion in total merchandise sales over the past 12 months, positioning it among the top three grocery retailers in the U.S. [7] - The company is expanding its fresh grocery delivery service, which has already reached 1,000 cities and is expected to grow to 2,300 by the end of the year [7] - The focus is on changing consumer habits towards same-day delivery for fresh items, indicating significant potential in this area [7] Automation and Robotics - Amazon has over 1 million robots in its fulfillment network, with plans for further innovation and investment in robotics to enhance safety and productivity [8] - The company aims to create a collaborative fulfillment network where robots and humans work together, optimizing costs and improving customer experience [8] Advertising Growth - Amazon's advertising business has seen significant growth, with a comprehensive solution that includes brand awareness and sales conversion strategies [12] - The demand-side platform (DSP) has rapidly expanded, with improvements based on customer feedback, positioning it as a robust advertising tool [12] - Video advertising is also identified as a key growth area, contributing substantial revenue despite being in its early stages [12]

亚马逊宣布2025年资本支出将达1250亿美元并继续增长，同时自信宣称："我们增加产能有多快，变现就有多快。"在AI芯片上，公司既深度合作英伟达 保证供应，又大力发展自研芯片Trainium，且该业务已增长至数十亿美元规模。对于因裁员产生18亿美元遣散费，其强调此举旨在重塑公司文化。 一边是史上最大规模裁员，一边是千亿美元级别的AI资本豪赌，亚马逊依然坚信其巨额的AI投资将获得丰厚的财报。 面对市场的AI质疑和对云需求放缓的担忧，亚马逊10月30日交出一份强劲的财报，云业务AWS营收同比增速重回20%创下近三年新高，年化收入已攀 升至1320亿美元。 在当天的财报电话会上，首席执行官Andy Jassy宣布，公司预计2025年全年资本支出将达到约1250亿美元，并将在2026年进一步增加，其中绝大部分 投资将流向AI所需的数据中心、电力和芯片。 他直接回应了投资者对巨额投资可能导致产能过剩的疑虑，强调"我们增加产能有多快，我们就在多快地 将其变现" 。 在备受关注的芯片策略上，Jassy明确了亚马逊的"两条腿走路"方针。一边自研芯片，一边深化和英伟达的合作，"购买了大量英伟达芯片"。 与此同时， 亚马逊近期因 ...

国际部门（英国、德国、法国、日本和中国）销售额同比增长14%，达到409亿美元；若排除外汇汇率变动影响，则增长10%； AWS部门销售额同比增长20%，达到330亿美元，高于StreetAccount所调查分析师平均预期的324.2亿美元； 美国当地时间周四，零售巨头亚马逊公布了截至9月30日的2025年第三季度财报。 财报显示，亚马逊第三季度营收1802亿美元，较上年同期的1589亿美元增长13%，高于LSEG所调查分析师平均预期的1778亿美元；剔除 整个季度汇率同比变化带来的15亿美元有利影响，净销售额同比增长了12%。 | | | | Three Months Ended | | | | Nine Months Ended | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | September 30, | | | | September 30, | | | | | 2024 | | 2025 | | 2024 | | 2025 | | North America | | | | | | | | | | Net sale ...