AMAZON COM (AMZN) Company Report

Amazon will invest $50 billion to expand AI and high-performance computing capacity for U.S. government agencies, aiming to add 1.3 gigawatts of data center capacity starting in 2026.
The expansion enhances AWS secure regions (Top Secret, Secret, GovCloud) and provides federal customers advanced AI tools such as SageMaker, Bedrock, Trainium chips, Anthropic Claude, and Nvidia infrastructure.
Capital spending is projected at $34.2 billion this quarter and $125 billion for the year, with further increases expected in 2026.
AWS has supported classified and sensitive government workloads since 2011, establishing specialized secure environments and achieving Top Secret accreditation.

3 days ago

Bloomberg

Amazon begins enterprise preview of 1Gbps satellite internet service

AMZN

Product Launch

New Projects/Investments

Amazon Leo has entered an enterprise preview phase for its satellite internet service with 150 satellites in orbit and aims to launch half of its 3,236-satellite constellation by mid-2026 to meet FCC requirements.
The service introduces the Ultra Antenna, delivering up to 1 Gbps download and 400 Mbps upload speeds via a custom silicon chip designed in-house.
It offers two private networking services—Direct to AWS for low-latency cloud connectivity and private network interconnects at colocation facilities—cutting deployment times from months to days.
Amazon is collaborating with launch partners United Launch Alliance and SpaceX and has signed enterprise preview partnerships with JetBlue, L3Harris, and Australia's NBN network ahead of a full commercialization in 2026.

3 days ago

CNBC

Amazon.com expands AWS data center network to over 900 facilities

AMZN

New Projects/Investments

AWS now manages over 900 data center facilities across 50+ countries, including more than 220 edge locations for low-latency services.
The infrastructure spans 38 global regions, each with at least three data centers divided into availability zones to ensure redundancy.
AWS combines company-owned hubs in regions like Virginia and Oregon with 440+ colocation centers (accounting for ~20% of capacity) to flexibly scale for AI demand.
In Q3, AWS generated $33 billion in revenue and $11.4 billion in operating income, maintaining its position as Amazon’s most profitable division.

3 days ago

Bloomberg

Amazon Shipping partners with Innovative Warehouse Solutions

AMZN

New Projects/Investments

Innovative Warehouse Solutions (IWS) has signed a partnership deal with Amazon Shipping, Amazon's small parcel delivery network.
Amazon Shipping now reaches 90% of the U.S. population and delivered 5.7 billion packages in 2024, making it the largest small parcel carrier in the U.S. by volume.
The partnership enables IWS clients to receive faster delivery at lower cost, eliminating residential surcharges and offering deep fuel discounts unless prices spike.
Amazon Shipping offers 7-day-a-week delivery, branded drivers, and delivery photo confirmation, enhancing IWS's omni-channel fulfillment offering.

6 days ago

Press Release

Amazon issues $15B of notes across six maturities

AMZN

Debt Issuance

On Nov 20, 2025, Amazon closed the offering of $2.5B 3.900% notes due 2028, $2.5B 4.100% notes due 2030, $1.5B 4.350% notes due 2033, $3.5B 4.650% notes due 2035, $3.0B 5.450% notes due 2055, and $2.0B 5.550% notes due 2065, for an aggregate principal amount of $15B.
The aggregate public offering price was $14.961B, with estimated net proceeds of approximately $14.926B before expenses.
The Notes were issued under the existing indenture dated Nov 29, 2012 (as amended) with Wells Fargo/Computershare as trustees, and the sale was co-managed by Goldman Sachs, J.P. Morgan, and Morgan Stanley.

7 days ago

8-K

Amazon plans $12 billion bond sale to fund AI investments

AMZN

Debt Issuance

New Projects/Investments

Share Buyback

Amazon to issue $12 billion in a six-part investment-grade bond, marking its first dollar bond sale in nearly three years; longest maturity of 40 years with an initial yield premium of about 1.15 percentage points over U.S. Treasuries, underwritten by Goldman Sachs, JPMorgan Chase, and Morgan Stanley
Proceeds earmarked for general corporate purposes—AI infrastructure expansion, acquisitions, capital expenditures, stock buybacks, and debt repayment
Capital expenditures in Q3 surged 61% YoY to $34.2 billion, driven by investments in data centers and chip technology for AI systems
Data center power capacity has doubled since 2022, with plans to double again by 2027, underscoring Amazon’s aggressive AI infrastructure build-out
Despite wider bond spreads in tech, Amazon is viewed as well-positioned—alongside Microsoft, Alphabet, and Meta—to handle AI-driven capital demands

Nov 17, 2025, 1:34 PM

Bloomberg

Amaze reports Q3 2025 financial results

AMZN

Earnings

Guidance Update

Net revenue grew to $1.25 million, a 1,884% increase year-over-year in Q3 2025.
Gross profit rose to $1.17 million, up 668% from Q3 2024.
Reported a net loss of $5.15 million (-$0.85 per share) versus a loss of $0.32 million (-$0.45 per share) in the year-ago quarter.
Ended Q3 2025 with $0.30 million in cash and, post-quarter, raised $9.2 million in gross proceeds.
Outlook: Sequential net revenue growth expected in Q4 2025 with near-profitability, and GAAP profitability anticipated in Q1 2026.

Nov 14, 2025, 1:30 PM

Press Release

Amazon rebrands Project Kuiper to Amazon Leo ahead of broadband launch

AMZN

Product Launch

New Projects/Investments

Amazon has officially renamed its satellite broadband initiative from Project Kuiper to Amazon Leo, reflecting its operation in low Earth orbit.
The constellation has launched 153 satellites to date, with plans to expand to over 3,200 satellites to deliver global high-speed internet.
Service launch is slated for end of 2025 for select enterprise customers and broader availability in 2026.
Amazon Leo has secured partnerships with JetBlue, DIRECTV Latin America, L3Harris, Sky Brasil, and NBN Co. to deploy its service.

Nov 13, 2025, 5:12 PM

Bloomberg

Amazon Business unveils next-gen AI solutions

AMZN

Product Launch

AI-powered Amazon Business Assistant launched to provide personalized, interactive procurement guidance and automation, helping organizations discover savings and make data-driven purchase decisions using AWS Bedrock.
Collaboration with AWS and Deloitte introduces industry-specific AI solutions for proactive supply chain optimization and predictive decision-making in manufacturing and energy sectors.
Amazon Business serves 97 of the Fortune 100 and hundreds of thousands of small businesses worldwide, leveraging everyday low prices, vast selection, and a global logistics network.

Nov 12, 2025, 1:00 PM

Press Release

Amazon-backed Anthropic to Profit by 2028; OpenAI Forecasts $74 B Loss

AMZN

Guidance Update

New Projects/Investments

Anthropic is projected to reach profitability by 2028, with about 80% of its revenue from enterprise customers.
OpenAI is expected to incur an $74 billion operating loss in 2028 due to heavy data center and computing expenditures, delaying profitability until around 2030.
Amazon has invested roughly $8 billion in Anthropic, while Microsoft’s investment in OpenAI exceeds $13 billion, underscoring high-stakes backing by major tech players.
Anthropic’s annualized revenue is approximately $7 billion today, with forecasts up to $70 billion by 2028, contrasting OpenAI’s costly Sora 2 video model at about $15 million per day (≈ $5 billion annualized).

Nov 10, 2025, 3:16 PM

Morningstar

Filings & Transcripts

View All Documents

Recent SEC filings and earnings call transcripts for AMZN.

No recent filings or transcripts found for AMZN.