"When the company reported Q3 earnings on Oct. 30, 2025, it beat on the top and bottom lines, with EPS of $1.95 vs. an estimated $15.7, and revenue of $180.17 vs. $177.80 estimated. Meanwhile, revenue from Amazon Web Services was $33 billion and revenue from advertising was $17.7 billion. Concerns about the company's enormous AI CapEx remain, but after the Q3 earnings call, the stock was rewarded by bullish investor sentiment, hitting its first record high since February 2025."
"In October 2025, leaked documents revealed that the company is aiming to replace around 600,000 Amazon jobs with robots, with the management team estimating that the effort could trim 30 cents off each item purchased via the e-commerce giant by 2027. Last July, the company deployed its 1 millionth robot while also deploying its new AI foundation model to power its robotic fleet."
"namely AWS - are likely to contribute to the company being able to surpass $100 billion in operating income with the next two years. Emerging business segments add to that optimism. Amazon's recently announced plan to launch a proprietary AI model with advanced reasoning capabilities is set to compete with OpenAI's ChatGPT. Scheduled for a June launch date, the model - named Nova - is intended to provide a price-efficient option over its competitors, including ChatGPT, Anthropic's Claude 3.7 Sonnet and Google's Gemini 2.0 Flash"
Shares of Amazon.com Inc. fell 6.38% over five trading sessions, leaving the one-year gain at about 0.13% after a November peak. The decline coincided with market reaction to geopolitical rhetoric and tariffs. Q3 results on Oct. 30, 2025, beat expectations with EPS of $1.95 and revenue of $180.17 billion; AWS contributed $33 billion and advertising $17.7 billion. Management faces concerns over sizable AI capital expenditures. Leaked plans aim to replace roughly 600,000 jobs with robots to shave roughly $0.30 per item by 2027. Amazon deployed its 1 millionth robot and plans to launch Nova, a price-efficient AI model, in June to compete with major rivals.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]