AMZN Q4 2025 (Oct-Dec 2025) Quarterly Results
Revenue = $213.4 billion (up 13.6% YoY)
- Guidance was $206 to $213 billion
Net Income = $21.2 billion (up 6% YoY)
* Net Profit Margin = 9.9% (down 7.1% YoY)
Earnings Per Share = $1.97 (up 5.9% YoY)
AMZN News Updates: Oct-Dec 2025
- Won a seven-year $38 billion contract to supply AWS cloud services to OpenAI.
- Introduced a multi-cloud networking service jointly developed with Google.
- Partnered with Nvidia to use NVLink tech in Trainium4 chips.
- Launched 51 satellites, bringing total in-orbit constellation to 182 satellites (*Project Kuiper rebranded to Amazon Leo*).
- Expanded the rollout of robotic fulfillment centres (warehouses).
- Started mass layoffs.
AMZN 2026 Lookahead
- Plans to launch 200+ more satellites and rollout Amazon Leo internet service to the public this year.
Position: Long AMZN (5 years). Not financial advice.
AMZN Quarterly Revenue $213.4 billion (up 13.6% YoY)
byu/Not69Batman instocks
Posted by Not69Batman
25 Comments
**AWS grew YoY more than entire annual revenue of Google Cloud.**
Don’t worry. Amazon is down -12%.
Even with $800B revenue and 15% YoY growth can’t beat sp500 for 5 years in row. Maybe it’s really time to leave the US market.
Dropped 9% after close, why?
Mid earnings and 200 billion CAPEX? Down we go
Doesn’t matter. $AMZN is dropping.
9% drop
What was that drop ? 2 min after market close
how far down’s their stock gonna go?
ahahahaha i bought at lowest dip, market overreacted i got in at below 200 xdd
i’m buying, this drop is asinine. stock movement based on market vibes.
If this drop holds it’s a screaming buy tomorrow
$200 billion capex. 🤡
Beat on everything and stock down 10% LOL.
I’m just gonna hold..
now i understand why bezos slash wapo in half. we all die in darkness
Picked up some shares after hours for 199. I don’t care if it dips more tomorrow, I am long and have been wanting to add to my position.
Dipping 8% after a good earnings report after already being down 8% on the week is diabolical.
Fuck Amazon. They don’t care about you or the environment
Absolutely buying tomorrow morning
200bn annual capex vs 80bn earnings is pretty insane.
Google is spending 185bn vs 140bn in earnings
CAPEX 200B lol, msft only 105B and tanked like 20% straight
Launched satellites, mass layoffs. The future we were promised is here.
EPS grows at 6% only for pe 31? ! Need to drop more.
Pip Jassy 200b is insane
The analysts I know think that the Leo and AI bets are probably stinkers in the near term but the drop in valuation is mostly off of cross-market capital concern regarding sector and national level risks rather than AMZN specific problems.
The amount of circular CAPEX spending among tech firms without solid monetization plans is problematic – it cooks both guidance and earnings numbers for value investors.
That said, if you’re bullish on Amazon and don’t think the market is going to start unwinding anytime soon, this might be a good opportunity to pick up a short term position to play with.
Everybody and their mom is making some kind of deal with OpenAI what the hell
Dropping 15% on earning beat … watch 😏