AMAZON COM (AMZN) Company Report

Amazon Pharmacy now offers Novo Nordisk’s newly FDA-approved oral GLP-1 weight-management medication, Wegovy®, via insurance and cash-pay options for direct home delivery.
Eligible commercially insured customers may pay as little as $25/month, while uninsured customers can access the medication starting at $149/month, with coupons applied automatically at checkout.
The service provides fast, free home delivery to all 50 states and Same-Day Delivery to nearly half of U.S. customers, and will soon launch Amazon Pharmacy Kiosks for in-person fulfillment.
Amazon Pharmacy is integrating with Amazon One Medical for comprehensive weight-management care and partnering with WeightWatchers, Wheel, and 9amHealth to broaden treatment access.

8 hours ago

Press Release

Amazon publishes India B2C Ecommerce Market Forecast 2025-2029

AMZN

Market expected to grow at a CAGR of 8.3% from 2025 (US$125.78 billion) to US$172.9 billion by 2029.
Consolidation led by Reliance Retail, Tata Digital, Amazon India, Meesho, and ONDC is driving scale and seller inclusion in the market.
Digital Public Infrastructure (UPI, Aadhaar KYC, ONDC) and expanded logistics networks are accelerating ecommerce adoption beyond Tier-1 cities.
Shift toward value-driven multi-category marketplaces and quick commerce players (Blinkit, Swiggy Instamart, Zepto) is intensifying competition on price and convenience.

3 days ago

Press Release

Amazon Web Services partners with AUMOVIO for autonomous driving development

AMZN

New Projects/Investments

AWS and AUMOVIO entered a strategic agreement to integrate advanced AI and cloud infrastructure into autonomous vehicle development and validation workflows, aiming to accelerate testing and improve safety.
The collaboration will support the deployment of autonomous trucks at scale with Aurora, using AI tools like Amazon Bedrock to process millions of driving scenarios and satisfy over 10,000 safety requirements across 4.5 million tests.
AUMOVIO, spun off in September 2025, generated €19.6 billion in sales in FY 2024 and will co-develop and manufacture the industrialized Aurora Driver, with production beginning in 2027.

3 days ago

Press Release

Amazon and Apple face £900m UK legal action over alleged collusion

AMZN

Legal Proceedings

A collective claim was filed in December at the UK Competition Appeal Tribunal by Hausfeld & Co LLP on behalf of over 10 million UK consumers, alleging Amazon and Apple colluded in 2018 to restrict independent retailers and drive up Apple product prices.
The action seeks £900 million in compensation for consumers who bought Apple products from Amazon since October 2018, with further claims possible for purchases from other retailers.
It is alleged that in October 2018 Apple granted Amazon preferential wholesale pricing while Amazon restricted third-party sellers, leading to a near-total exit of independent retailers by January 2019 and higher undiscounted prices.
Italian and Spanish competition authorities have already found similar agreements to be anti-competitive, and the UK case is being brought on an opt-out basis under class representative Justin Le Patourel.

Dec 16, 2025, 9:25 AM

Press Release

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.

Dec 10, 2025, 5:34 AM

Morningstar

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%.

Dec 9, 2025, 9:45 PM

Press Release

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.

Dec 8, 2025, 4:00 PM

Press Release

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.

Dec 8, 2025, 12:12 PM

Morningstar

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.

Dec 6, 2025, 11:53 AM

Bloomberg

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.