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AMAZON COM (AMZN)

Earnings summaries and quarterly performance for AMAZON COM.

Recent press releases and 8-K filings for AMZN.

Amazon expands same-day grocery delivery
AMZN
Product Launch
  • Amazon doubled its same-day perishable grocery delivery footprint to over 2,300 U.S. cities, adding roughly 1,300 new markets including Boise and Salt Lake City.
  • Fresh groceries now make up nine of the top 10 same-day items, and customers who add fresh groceries shop about twice as often.
  • Amazon’s stock rose about 1.3% to $230.79 after the announcement, while Maplebear (Instacart), Uber, DoorDash and Kroger shares fell.
  • The company is testing an ‘ultra-fast’ 30-minute delivery option in the Seattle and Philadelphia areas.
  • Same-day delivery is free for Prime members on orders over $25 (with lower fees under the minimum and $12.99 for non-Prime) and includes a Freshness Guarantee.
2 days ago
Amazon partner Reply achieves AWS agentic AI specialization and Bedrock AgentCore implementation status
AMZN
New Projects/Investments
  • Reply obtuvo la especialización en IA agéntica de AWS dentro de AWS AI Competency, validando su capacidad para desarrollar sistemas de IA autónomos a escala.
  • Fue designado partner de implementación para Amazon Bedrock AgentCore, la nueva plataforma para crear y operar agentes de IA integrados con datos empresariales.
  • Estos reconocimientos refuerzan su posición como socio de confianza para la adopción de soluciones avanzadas de IA en AWS, desde la experimentación hasta la implementación empresarial.
  • En colaboración con Totemia, Data Reply empleó AgentCore para un agente conversacional que optimiza reservas, mejorando las tasas de conversión hasta en 40%.
2 days ago
Amazon anchors Blue Current's $80M Series D extension funding
AMZN
New Projects/Investments
  • Blue Current Inc. secured over $80M in a Series D extension round anchored by Amazon, with participation from Koch Disruptive Technologies, Piedmont Capital, Rusheen Capital Partners, and Allen & Company.
  • The proceeds will advance the commercialization of Blue Current’s silicon solid-state battery platform for mobility and stationary storage, emphasizing safety, performance, and scalability.
  • James Hamilton, Amazon Senior Vice President and Distinguished Engineer, will join Blue Current’s Board of Directors.
  • Blue Current’s technology employs silicon composite anodes and fully dry electrolytes to deliver improved energy density, faster charge rates, inherent safety, and compatibility with existing lithium-ion manufacturing equipment.
3 days ago
Amazon integrates DSP with Perion Network to enhance AI-driven advertising
AMZN
New Projects/Investments
  • Integration of Perion One Platform with Amazon DSP empowers advertisers to leverage Amazon’s first-party data alongside Perion’s AI-driven creative optimization tools to boost ad performance.
  • Partnership expands Perion’s reach into premium digital environments and commerce-oriented budgets, supporting its long-term omnichannel advertising strategy.
  • Amazon’s robust financial profile: retail revenue accounts for 74% of total revenue, advertising services 9%, 3-year revenue growth 9.3%, operating margin 11.02%, and EBITDA margin 22.73%.
  • Perion CEO Tal Jacobson emphasized that the integration meets advertiser demand for Amazon’s audience insights combined with AI technology, enhancing ROI accountability for commerce-centric and retail brands.
4 days ago
Amazon highlights economic resilience amid tariffs and AI growth
AMZN
Demand Weakening
New Projects/Investments
  • Tariff-induced uncertainty in 2025 has led consumers to delay purchases and concentrate spending around major discount events, with Prime Day purchase rates up 3.8% for Consumer Electronics, 4.6% for Home & Garden, and 0.9% for Hardware year-over-year.
  • Smaller third-party sellers in tariff-affected categories grew by 15.7%, but Amazon’s stricter enforcement policies have driven an overall decline in seller numbers across most categories.
  • Traffic from AI shopping agents surged 308% since early 2025, driven by tools like Amazon’s Rufus, complicating product discovery and pricing integrity.
  • The euro-area economy expanded 0.3% in Q3 2025—above preliminary estimates—underscoring global resilience supported by AI investment and fiscal and monetary policies amid U.S. tariff pressures.
6 days ago
Amazon launches Graviton5 processor
AMZN
Product Launch
  • AWS has introduced Graviton5, its fastest and most energy-efficient CPU, delivering up to 25% better compute performance compared to its predecessor.
  • The chip features 192 cores, 2.6× more L3 cache per core and improved memory and network bandwidth, reducing inter-core latency by up to 33%.
  • Graviton5 is built on 3-nanometer technology with a new security layer that Amazon will allow customers to review directly.
  • General-purpose M9g instances are available in preview, with compute-intensive C9g and memory-intensive R9g versions expected in 2026.
  • Analysts maintain a strong buy consensus on Amazon stock, citing the company’s robust financial health and technology advancements.
7 days ago
Amazon: Dynatrace expands AWS integrations, earns LATAM public sector partner award
AMZN
Product Launch
New Projects/Investments
  • Dynatrace unveiled expanded AWS integrations at AWS re:Invent 2025—including the Cloud Operations Solution for automatic AWS service discovery and the Kiro autonomous agent for automated bug triage—to enhance AI-driven observability and automation.
  • Achieved AWS Agentic AI Specialization and named AWS Public Sector Technology Partner of the Year for Latin America, strengthening its public sector and AI systems governance credentials.
  • Maintains $13.33 billion market cap, current ratio 1.59, debt-to-equity 0.03, and Altman Z-Score 7.25, indicating robust financial health and low distress risk.
  • Reports 18.5% LTM revenue growth and 81.84% gross profit margin, underscoring strong growth and profitability.
Dec 3, 2025, 9:12 PM
Amazon launches Nova Forge service, expands enterprise AI capabilities
AMZN
Product Launch
  • AWS launched Amazon Nova Forge, enabling enterprises to train customized foundational AI models (“novellas”) by blending proprietary data with Amazon’s curated datasets for enhanced accuracy.
  • The service introduces four new Nova models—Nova 2 Lite, Nova 2 Pro, Nova 2 Sonic, and Nova 2 Omni—supporting text, image, video, and speech inputs for applications from document processing to multimodal generation.
  • AWS unveiled Nova Act, a browser-controlling AI agent powered by Nova 2 Lite that autonomously navigates websites to perform tasks like ecommerce purchases and workflow automation.
  • A no-code playground accompanies Nova Forge, allowing users of all technical levels to prototype and design AI agents easily.
Dec 2, 2025, 4:26 PM
AWS unveils new AI infrastructure and services at re:Invent 2025
AMZN
Product Launch
New Projects/Investments
  • AWS Web Services reached a $132 billion annual run rate, growing 20% year-over-year and adding $22 billion in the last 12 months.
  • Introduced Trainium 3 Ultra servers featuring the first 3 nm AI chip in the cloud, delivering 4.4× more compute, 3.9× memory bandwidth, and 5× AI tokens per megawatt versus Trainium 2.
  • Enhanced Amazon Bedrock AgentCore with real-time policy enforcement, providing deterministic controls over agent access to tools and data.
  • Launched Kiro, an agentic development environment whose autonomous agents tackle complex coding tasks and maintain project context across large codebases.
  • Expanded core infrastructure: new EC2 compute instances (X-family, C8a, C8ine, M8azn, Mac), Lambda Durable Functions, and increased S3 max object size to 50 TB.
Dec 2, 2025, 4:00 PM
AWS unveils new AI infrastructure and services at re:Invent 2025
AMZN
Product Launch
  • AWS revenue scale: AWS grew to $132 billion in annual revenue, up 20% YOY with $22 billion in net new sales, driven by S3, Graviton, and Bedrock momentum.
  • AI compute expansions: new P6e GB300 EC2 instances powered by NVIDIA GB300 NVL72 GPUs, and general availability of Trainium 3 Ultra servers (3 nm AI chips delivering 4.4× compute and 5× AI tokens/MW).
  • AI services and models: launch of Nova 2 family (Lite, Pro, Sonic) and Nova 2 Omni multimodal model; introduction of Nova Forge for custom “Novellas” trained on proprietary data; and AWS AI Factories for on-prem private AI regions.
  • Platform and storage innovations: GA of Policy in Agent Core for deterministic agent governance; S3 enhancements including 50 TB max object size and S3 Vectors GA (90% lower cost); plus AWS Transform Custom and Lambda Durable Functions for code modernization.
Dec 2, 2025, 4:00 PM