Analysts expect a record-breaking Q4 2025, with revenue projected to hit approximately $211.3B and EPS at $1.97, driving Amazon to surpass $700 billion in annual revenue for the first time. The primary weight on the stock is the "stifling" capital expenditure trajectory. Amazon Web Services (AWS) remains the crown jewel (expected to reach ~$35B, 21-22% growth), and investors are looking for evidence of continued reacceleration.
Companies cut 1.2 million jobs in 2025 and AI grabbed the headlines-but it was cited in fewer than 5% of layoffs. Here's what the data shows about AI and your job.
Last summer, Amazon MGM Studios launched a dedicated AI Studio to develop proprietary AI tools to streamline TV and film production, with a focus on areas like improving character consistency across shots and supporting pre- and post-production.
Amazon CEO Andy Jassy has tapped Dharmesh Mehta to be his new "shadow" advisor. The role is highly coveted and technical advisors typically go on to assume greater leadership roles inside the company.
OpenAI's AI models could help power Amazon's digital assistant Alexa and other internal projects, CNBC confirmed. The collaboration is being discussed as part of Amazon's ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar.
Amazon is broadening the role of artificial intelligence (AI) across its business, rolling out a new generation of Alexa, exploring deeper access to OpenAI's models and applying AI tools inside its film and television studios.
Amazon.com Inc (NASDAQ:AMZN) announced that it has made its AI-upgraded digital assistant, Alexa+, available to all US users, nearly a year after launching the service in an early access preview. Alexa+ is designed to perform a range of tasks, including managing calendars, booking travel or restaurant reservations, handling shopping lists, and controlling smart home devices.
AMZN's Q4 results due Feb. 5 may get a lift from strong AWS momentum, with AI-driven cloud demand and consensus calling for 21.6% sales growth.
To impress investors, Amazon will need to show continued momentum in its cloud-computing business. But the real number to beat may be higher than the consensus view of 21% growth.
Amazon is making its AI-upgraded Alexa+ assistant available to everyone in the U.S. Alexa+ launched last year in an "early access" preview, meaning consumers had to join a waitlist or buy a new device to use the service.
Amazon is set to report its latest quarterly results after the closing bell Thursday, with traders anticipating a big move in the tech giant's stock that could bring it to new highs following the results.
I am downgrading my rating on Amazon.com, Inc., heading into the Q4 print, as any deceleration in AWS growth could spark a Microsoft-like re-rate. The Street whisper for AWS revenue is $34.9B. AMZN doesn't guide AWS, so a print below that, or growth under 20.2% YOY, may lead to a selloff. AMZN ads is the other growth engine (23.5% in Q3). I'm mainly focused on Prime Video streaming-ad momentum, including 315M ad-supported viewers and the Netflix inventory deal via Amazon DSP.