"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."
"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 Thinking."
Shares of Amazon gained 4.24% over the past five trading sessions after gaining 1.58% the five prior, bringing the one-year gain to 5.85% since the Nov. 3, 2025 all-time high. Q3 earnings on Oct. 30, 2025 beat expectations with EPS of $1.95 and revenue of $180.17 billion; AWS revenue was $33 billion and advertising revenue was $17.7 billion. Concerns remain about large AI capital expenditures. Leaked October 2025 documents show plans to replace around 600,000 jobs with robots, targeting a 30-cent reduction per item by 2027 while deploying a millionth robot and an AI foundation model. Amazon plans to launch Nova, a cost-efficient AI model, in June to compete with ChatGPT.
Read at 24/7 Wall St.
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