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VOICE ARCHIVE

Rahul Sharma

@retail_guru
11 posts
2026-02-06
As with $GOOGL, discomfort at $AMZN is that $200 billion in capex, more than 4X 2022 levels. Unlike $GOOGL, $AMZN unlikely to be able to generate enough free cash flow to finance this 42% higher y/y capex bill although balance sheet is plenty strong. [image]
2026-02-06 View on X
CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

View original
As with $GOOGL, discomfort at $AMZN is that $200 billion in capex, more than 4X 2022 levels. Unlike $GOOGL, $AMZN unlikely to be able to generate enough free cash flow to finance this 42% higher y/y capex bill although balance sheet is plenty strong. [image]
2026-02-06 View on X
Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

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

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2025-05-02
Jassy says US retail hasn't seen demand attenuation or meaningful demand pull forward. Says Chinese sellers sell direct on $AMZN unlike other retailers who buy through 3rd parties & who will face higher hits from tariffs. No major price rises yet. But admits its early.
2025-05-02 View on X
Amazon.com, Inc.

Amazon reports Q1 revenue up 9% YoY to $155.67B, vs. $155.04B est., operating income up 20% YoY to $18.4B, and forecasts Q2 operating income below estimates

- Net sales increased 9% to $155.7 billion in the first quarter, compared with $143.3 billion in first quarter 2024.

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2024-05-01
Amazon Q is super powerful in showing how services (3P, ads, Prime) growth is transforming $AMZN financially. Inventory -9% despite sales +13%, operating margin above 10% for first time ever & free cash flow soaring. Wow.🔥🔥🔥
2024-05-01 View on X
Amazon

Amazon reports Q1 revenue up 13% YoY to $143.3B, a $10.4B net income, vs. $3.2B YoY, $15.3B operating income, vs. $4.8B YoY, subscription sales up 11% to $10.7B

but fails to deliver dividend Camilla Hodgson / Financial Times : Amazon cloud sales growth accelerates as group prepares for more AI spending Larry Dignan / Constellation Research...

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2023-10-27
Testament to how strong a consumer platform is: in just two years, $AMZN advertising revenue has spiked from $29 billion to $48 billion. Ad revenue is now 45% larger than Youtube. When $AMZN focuses on something it is say good at it... $GOOGL $META
2023-10-27 View on X
Amazon

Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.

View original
Topline is most scrutinised number in each $AMZN Q but margin is THE standout here. Efficiency push combined with growth in high margin services shows what's possible. US retail margin nearly 5%, International at breakeven & even AWS broke long run of margin declines 🔥🔥
2023-10-27 View on X
Amazon

Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.

View original
Services margin improvement was healthy but is nearly 500bp below the 40% margin peak $GOOGL hit in Q3 '21. Direct consequence of a jump in headcount of 32K (nearly 22%) over 2 years, way ahead of Services revenue growth of 13%.
2023-10-27 View on X
Amazon

Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.

View original
Folks love to dismiss $AMZN US retail biz & focus on AWS. But in Q3 alone, US retail grew sales by $9 billion on huge base of $79 billion. That actually understates growth as 3P (recorded as commissions) is growing 18%. Just an incredible brand! $TGT $WMT
2023-10-27 View on X
Amazon

Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.

View original
On 4-year stack, $AMZN US retail stellar +104% & International +94%. AWS accelerated sequentially to +155%. Most important, adex +25%, subscriptions +13% & 3P +18% all growing faster than other segments have been & will be key to driving margin upside
2023-10-27 View on X
Amazon

Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.

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2022-10-28
For all the flaws about outlook, that $AMZN was still able to grow 20% in its home market after so many years & despite its size tells you this is no busted flush. That sales number implies phenomenal share gains. $WMT $TGT $XLY https://t.co/TsRRfnw5gQ
2022-10-28 View on X
CNBC

Amazon reports Q3 advertising services revenue grew 25% YoY to $9.55B, vs. $9.48B est., and subscription services revenue grew 9% YoY to $8.9B

- Amazon reported third-quarter results on Thursday that missed analysts' estimates.  — It also gave a disappointing sales forecast for the fourth quarter.

View original
$AMZN Q3 ok in retail, with modest slowdown on 3-year stack to +86% vs +92% in Q2. All about Q4, which even at high end of guide implies slowing to 76%. $AMZN cites consumer slowing since July esp. in international. Trouble is that slowing isn't evident at peers.
2022-10-28 View on X
CNBC

Amazon reports Q3 advertising services revenue grew 25% YoY to $9.55B, vs. $9.48B est., and subscription services revenue grew 9% YoY to $8.9B

- Amazon reported third-quarter results on Thursday that missed analysts' estimates.  — It also gave a disappointing sales forecast for the fourth quarter.

View original