Amazon.com Inc (AMZN)
Amazon: Critical Questions That Will Define Q3 2025 Earnings
Amazon has been facing intensive investor scrutiny this year, as AWS growth consistently trails rivals', while core commerce remains challenged by looming tariff uncertainties. While market expectations have tempered, Amazon's upcoming earnings update would be pivotal in setting the tone for its forward outlook. The company will need to deliver more than outperformance against headline figures to solidify investors' confidence in its long-term trajectory.
Amazon Earnings Preview: All About AWS Operating Margin, Amazon's Revenue Flywheel, $700 Bn Revenue Goal
Analyst expectations coming into this Thursday's quarterly release are for Amazon to report $177.8 billion in revenue and $1.58 in earnings per share, as well as $23.7 billion in operating income for y-o-y growth of 12%, 10% and 4%. Amazon is on track to do over $700 bl in revenue in calendar 2025, while AWS revenue is just 18% of the company's total revenue. However, AWS's operating margin is considerably higher (as a percentage of Amazon's total operating margin) than that revenue percentage at 40% of the company's total. Revenue growth for the retail giant slowed from 22% in 2021 to 9% in 2022, and the last three years ('22-'24) of revenue growth has averaged just 11%. 2025's expected revenue growth is just 9%, and the next two years' is just 10% ('26 and '27) per year.
Amazon to invest $1.6 billion in Dutch operations, FD reports
Amazon plans to invest 1.4 billion euros ($1.63 billion) in the Netherlands in the next three years, Dutch financial daily FD reported on Monday, citing the company's head for Belgium and the Netherlands.
37% of David Tepper's Fund Is Invested in These 4 Stocks
Hedge-fund billionaire David Tepper has made recent portfolio adjustments. Appaloosa Management reduced its stake in Broadcom Inc.
Billionaire Bill Ackman Wants to Be the Next Warren Buffett -- He Has 45% of His Hedge Fund's $14 Billion Portfolio Invested in Just 3 Brilliant Stocks
Bill Ackman has established his pedigree as a long-term investor with a focus on attractive valuations. His hedge fund, Pershing Square Capital, has purchased or added to each of these positions in 2025.
AWS Outage Exposes Cracks in Amazon's Cloud Lead
Amazon invented the cloud business with Amazon Web Services, but its recent massive outage and news that startup Anthropic chose competitor Google for new cloud capacity are raising concerns about AWS's cloud dominance. Bloomberg's Matt Day joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech.
5 Things to Know About Amazon Stock Before You Buy
OpenAI may get most of the buzz, but Amazon's less-hyped AI strategy with rival Anthropic could deliver excellent results. Amazon's soon-to-debut satellite-based broadband service may be a major growth opportunity.
Amazon's big outage reminds us that we trust big tech companies far too much
On Monday, October 20, millions of internet users got a painful answer to a question few even knew existed. The question was: What do Snapchat, Roblox, Fortnite, Signal, United and Delta airlines and countless other web-based sites and services have in common?
Amazon stock poised to breakout in 2026: analysts
Wedbush analysts have high hopes for Amazon.com Inc (NASDAQ:AMZN)'s upcoming third quarter results on October 30, given what they called positive commentary around Amazon Web Service (AWS) growth, “healthy” trends for the core retail business, and strong advertiser demand. In a note to clients on Friday, the analysts highlighted several potential catalysts in the intermediate-term, including more meaningful improvements in cost to serve driven by deeper automation and robotics, commercialization of new AI capabilities in Alexa, monetization of Project Kuiper, which could begin late this year, and an expected increase in Prime Subscription prices in 2026.
Inside Amazon's AI and Robotics Push
Plus, AI browsers, flying car tech and a virtual immune system, in this edition of The Future of Everything newsletter.
Amazon.com, Inc. (AMZN) is Attracting Investor Attention: Here is What You Should Know
Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
AWS Customers Want to Create Content 'Faster, Cheaper and Better,' Says Exec
Samira Bakhtiar, general manager of media, entertainment, games and sports for AWS, breaks down how tech is increasingly intersecting with gaming, sports and entertainment as customers and consumers look for new and innovative ways to interact with content. -------- Like this video?
