Amazon reports Q4 revenue up 14% YoY to $213.4B, net income up 6% to $21.19B, and EPS of $1.95, vs. $1.97 est.; AMZN drops 10%+ after hours

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025. Fourth Quarter 2025

Amazon 2026-02-05

@mikeisaac Rat King on x
amazon to spend $200 billion on capex in 2026, or twice the amount of Luxembourg's 2025 gross domestic product (cc @jyarow ) [image]
@josephpolitano Joey Politano🏳️‍ on bluesky
total Amazon ($200B) Google ($175B) and Meta ($115B) capex this year and you're at half a trillion on their own, more than the GDP of Vietnam or Pakistan
r/wallstreetbets r on reddit
Amazon earnings are out - here are the numbers
r/ValueInvesting r on reddit
AMZN misses on EPS, down 10% in AH
@thetranscript_ @thetranscript_ on x
$AMZN CEO @ajassy guides to ~$200B capex in FY26, up 52% YoY from $131.8B in FY25. “With such strong demand for our existing offerings and seminal opportunities ...we expect to invest about $200B in capex across Amazon in 2026 & anticipate strong long-term ROIC” [image]
@geoffrbennett Geoff Bennett on x
NEW YORK (AP) — Amazon misses 4Q profit estimates despite faster than expected growth in cloud computing business.
@munster_gene Gene Munster on x
More capex is a good thing for both the companies that are spending more and the broader AI trade. Market disagrees with me. $AMZN capex growth in 2026 projected to be 54%. Whisper was it was going to 40% up from 18% in-print. Here's where we stand if they hit the high end
@ophirgottlieb Ophir Gottlieb on x
$AMZN • Fastest growth for AWS in three-years • Largest operating profit for AWS ever • Largest AWS revenue ever 2/

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