Earnings summaries and quarterly performance for AMAZON COM.
Executive leadership at AMAZON COM.
Andrew Jassy
Chief Executive Officer
Brian Olsavsky
Senior Vice President and Chief Financial Officer
David Zapolsky
Senior Vice President, Chief Global Affairs & Legal Officer
Douglas Herrington
Chief Executive Officer, Worldwide Amazon Stores
Jeff Bezos
Executive Chair
Matthew Garman
Chief Executive Officer, Amazon Web Services
Board of directors at AMAZON COM.
Andrew Ng
Director
Brad Smith
Director
Daniel Huttenlocher
Director
Edith Cooper
Director
Indra Nooyi
Director
Jamie Gorelick
Lead Independent Director
Jonathan Rubinstein
Director
Keith Alexander
Director
Patricia Stonesifer
Director
Wendell Weeks
Director
Research analysts who have asked questions during AMAZON COM earnings calls.
Brian Nowak
Morgan Stanley
7 questions for AMZN
Douglas Anmuth
JPMorgan Chase & Co.
7 questions for AMZN
Justin Post
Bank of America Corporation
6 questions for AMZN
Colin Sebastian
Baird
5 questions for AMZN
Eric Sheridan
Goldman Sachs
5 questions for AMZN
Mark Mahaney
Evercore ISI
5 questions for AMZN
John Blackledge
TD Cowen
3 questions for AMZN
Ronald Josey
Citigroup Inc.
2 questions for AMZN
Brent Thill
Jefferies
1 question for AMZN
Michael Morton
MoffettNathanson
1 question for AMZN
Ross Sandler
Barclays
1 question for AMZN
Recent press releases and 8-K filings for AMZN.
- 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.
- 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%.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for AMAZON COM.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more