Amazon.com Inc's AMZN latest earnings call sent investors into a brief panic, with shares slipping 4% post-report. But was it really thesis-changing?
Amazon is facing its second workers' union vote in as many months as laborers at a warehouse in suburban Raleigh, North Carolina, decide this week whether they wish to collectively bargain with the retail giant.
Amazon continues to show strong double-digit growth in e-commerce and AWS, driven by healthy demand and advancements in generative AI and cloud services. Despite challenges in the international segment, strong North American demand and AWS growth are expected to support overall topline growth in FY25. The company is focusing on cost reduction, robotics, and automation to drive margin expansion in the quarters ahead.
Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and Google Cloud. The market values AMZN highly due to its dominance in the cloud and the potential for further business diversification in areas like advertising. AWS remains the top cloud player due to its strong foundation and ability to "delight" customers.
Is Amazon's (AMZN -4.05%) remarkable growth story fizzling? At first glance, one might think so.
Amazon's Q4 2024 earnings beat expectations, driven by AWS's strong performance, though weak Q1 2025 guidance caused a 3% stock drop. AWS's operating profits surged 62% YoY to $39.8 billion, crucial for Amazon's future profit per share growth. Despite a disappointing Q1 2025 forecast, Amazon's consistent profit growth, especially in AWS, makes it a compelling buy at current valuations.
Amazon (AMZN -4.05%) is doing an excellent job of lowering its cost to serve customers while improving its delivery speed.
Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into artificial intelligence technologies. Technology companies are racing to build out data centers and AI infrastructure that will put them ahead of the competition.
Turning a small investment into a fortune is the ultimate dream for any investor. But it's exceedingly rare to find an investment that delivers outsize returns quickly that doesn't come with a few risks.
Few companies have benefited from the rise of generative artificial intelligence (AI) as much as Nvidia (NVDA 0.90%). The chipmaker saw its stock price increase nearly eightfold from the launch of OpenAI's ChatGPT on Nov. 30, 2022, through the end of 2024.
In this video, I will go over Amazon's (AMZN -4.05%) latest quarterly report and comments by management. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Amazon (NASDAQ:AMZN) is one of the last mega-cap tech titans to pull the curtain on its quarterly numbers.