Amazon's stock has dropped 5% following the release of its quarterly earnings, where it reported revenues of $213.4 billion, surpassing analyst expectations of $211 billion. However, its earnings per share of $1.95 fell below the forecasted $1.97, raising concerns among investors, particularly due to a significant increase in capital expenditures of $50 billion. Despite these financial setbacks, Amazon aims for a robust 23% year-over-year growth in its AWS cloud services and is expanding its pharmacy offerings, including the rollout of same-day delivery for Eli Lilly's new weight-loss pill, Foundayo.
“Amazon is down 5% as if they just reported earnings yesterday. What is that? It's messed up.”
“Revenues were a beat though. So sort of a mixed quarter on the top and bottom line. Revenue coming at 213.4 roughly billion dollars.”
“Revenue coming at 213.4 roughly billion dollars. Street was looking for 211 or so.”
“Investors were looking for 200 billion. I know you guys just mentioned that was up from a total in 2025 of $150 billion. So massive acceleration in capex by about 50 billion dollars.”
“Amazon has not been very good. 76 instead of the 90 like we saw in the video. Why? Because there was a lot of times where they had negative earnings.”
“Financial strengths in 81 this is a very strong company obviously but because of the free cash flow generation that's probably why they get it there.”
“when I look at cash flow generation that includes operating and free cash flow and the free cash flow generation has been abysmal.”
“we've kind of thought about Amazon and and Microsoft in a similar bucket super strong in infrastructure um the two strongest probably you know right next to Google in terms of their cloud offering”
“Amazon, Andy Jesse just put out a letter, I believe it was yesterday, that had very positive commentary on Tradeium. So again, aside from Google, they are probably the the second closest of the hyperscalers to have a meaningful silicon project.”
“Amazon confirms its satellite internet service, sets mid-2026 debut.”
“Amazon is preparing to end support for Kindle devices released in 2012 or earlier.”
“A rumour has surfaced the internet recently, saying Amazon is laying off 14,000 more employees. However, the tech giant has denied the claim and said that it is just fear mongering.”
