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Amazon falls short on cloud revenue for third straight quarter
CNBC· 2025-05-02 04:21
Amazon CEO Andy Jassy speaks during an unveiling event in New York on Feb. 26, 2025. Amazon announced a rebuilt Alexa voice assistant known as Alexa+, which will have generative artificial intelligence (AI) features.Amazon's cloud business grew at a slower pace than expected in the first quarter, a third straight revenue miss.Revenue at Amazon Web Services increased 17% to $29.27 billion, while analysts polled by StreetAccount had expected $29.42 billion. The growth slowed from 18.9% in the fourth quarter.A ...
Amazon(AMZN) - 2025 Q1 - Quarterly Results
2025-05-02 04:15
整体财务数据关键指标变化 - 第一季度净销售额增长9%至1557亿美元,排除外汇汇率不利影响增长10%[4] - 第一季度营业收入增至184亿美元,净利润增至171亿美元[4] - 过去十二个月运营现金流增长15%至1139亿美元,自由现金流降至259亿美元[4] - 2025年第二季度净销售额预计在1590 - 1640亿美元,增长7% - 11%[14] - 2025年第二季度营业收入预计在130 - 175亿美元[14] - 2025年第一季度净产品销售639.7亿美元,净服务销售916.97亿美元,总净销售1556.67亿美元,较2024年同期增长8.62%[18] - 2025年第一季度运营收入184.05亿美元,较2024年同期的153.07亿美元增长20.24%[18] - 2025年第一季度净利润171.27亿美元,较2024年同期的104.31亿美元增长64.19%[18] - 2025年第一季度基本每股收益1.62美元,稀释每股收益1.59美元[18] - 2025年3月31日现金及现金等价物为662.07亿美元,较2024年12月31日的787.79亿美元减少16%[24] - 2025年3月31日总资产6432.56亿美元,较2024年12月31日的6248.94亿美元增长2.94%[24] - 2025年3月31日总负债和股东权益6432.56亿美元,较2024年12月31日的6248.94亿美元增长2.94%[24] - 2025年第一季度综合收入162.47亿美元,较2024年同期的98.73亿美元增长64.56%[20] - 运营现金流TTM从2023年Q4的8.4946亿美元增长至2025年Q1的11.3903亿美元,增幅15%[26] - 全球净销售额TTM从2023年Q4的574.785亿美元增长至2025年Q1的650.313亿美元,增幅10%[26] - 运营收入TTM从2023年Q4的36.852亿美元增长至2025年Q1的71.691亿美元,增幅51%[26] - 净利润TTM从2023年Q4的30.425亿美元增长至2025年Q1的65.944亿美元,增幅75%[26] 各区域业务线数据关键指标变化 - 北美部门销售额同比增长8%至929亿美元[4] - 国际部门销售额同比增长5%至335亿美元,排除外汇汇率变化增长8%[4] - 2025年第一季度各业务板块同比净销售增长:北美8%、国际5%、AWS 17%,综合增长9%[22] - 2025年第一季度各业务板块净销售占比:北美60%、国际21%、AWS 19%[22] - 北美市场净销售额TTM从2023年Q4的352.828亿美元增长至2025年Q1的394.043亿美元,增幅9%[28] - 国际市场净销售额TTM从2023年Q4的131.2亿美元增长至2025年Q1的144.484亿美元,增幅8%[28] - AWS市场净销售额TTM从2023年Q4的90.757亿美元增长至2025年Q1的111.786亿美元,增幅18%[28] - 北美市场运营收入TTM从2023年Q4的14.877亿美元增长至2025年Q1的25.825亿美元,增幅36%[28] - 国际市场运营亏损TTM从2023年Q4的26.56亿美元收窄至2025年Q1的39.06亿美元[28] - AWS市场运营收入TTM从2023年Q4的24.631亿美元增长至2025年Q1的41.96亿美元,增幅45%[28] 各细分业务线数据关键指标变化 - AWS部门销售额同比增长17%至293亿美元[4] - 2025年第一季度在线商店净销售额为5.7407亿美元,同比增长5%[30] - 2025年第一季度AWS净销售额为292.67亿美元,同比增长17%[30] - 2025年第一季度广告服务净销售额为13.921亿美元,同比增长18%[30] - 2025年第一季度第三方卖家服务净销售额为36.512亿美元,同比增长6%[30] - 2025年第一季度实体商店净销售额为5.533亿美元,同比增长6%[30] - 2025年第一季度订阅服务净销售额为11.715亿美元,同比增长9%[30] 其他财务及运营指标变化 - 2025年第一季度总基于股票的薪酬费用为36.89亿美元,同比下降26%[30] - 2025年第一季度全球运输成本为22.495亿美元,同比增长3%[30] - 2025年第一季度员工数量为156万人,同比增长3%[30] - 2025年第一季度全球付费单位同比增长8%[30] 企业战略相关 - 举办促销活动帮客户节省超5亿美元[5] - 宣布到2026年投资40亿美元扩大农村配送网络[5]
Amazon's ad business grew 19% in first quarter, topping estimates
CNBC· 2025-05-02 04:06
A woman cleans the store window of the Amazon house after activists sprayed paint its facade during a protest on the opening day of the 55th annual meeting of the World Economic Forum in Davos, Switzerland, on Jan. 20, 2025.Amazon reported a 19% increase in online ad revenue in the first quarter, beating analyst estimates.Ad sales climbed to $13.92 billion, while analysts on average were expecting $13.74 billion, according to StreetAccount.The numbers were contained in Amazon's first-quarter earnings report ...
Amazon Tops Q1 Earnings Estimates—But Stock Slides On Soft Guidance
Forbes· 2025-05-02 04:06
ToplineAmazon delivered results from 2025’s first three months Thursday afternoon—adding to a blockbuster week that included a short-lived standoff between the company and White House—as investors pay keen attention to how the e-commerce giant will comment on how President Trump’s tariffs will impact its business.The White House took significant issue with Amazon’s rumored plans to highlight tariff-related price ... More increases this week.SOPA Images/LightRocket via Getty Images Key FactsAmazon brought in ...
Amazon to report earnings as investors weigh effects of Trump's tariffs
The Guardian· 2025-05-02 03:44
Amazon will report its first-quarter earnings for the 2025 fiscal year on Thursday after the New York stock exchange closes – results that will be seen in the context of consumer resilience in the face of Donald Trump’s tariff wars.Analysts estimate that Amazon’s earnings-per-share will come in at $1.36 on revenue of $155bn. The company has exceeded Wall Street’s expectations for the previous two quarters. At the close of the first quarter last year, the company reported earnings of $0.98 per share on sales ...
Amazon Plans to Invest $4B to Expand Rural Deliveries by 2026
CNET· 2025-05-02 01:34
Amazon is planning to expand its delivery network and reach small towns soon. The online shopping giant announced this week that it would expand rural deliveries to reach over 13,000 zip codes and speed up delivery times for millions of people to get their products faster. By the end of 2026, Amazon plans to have tripled their delivery network with the multi-billion dollar expansion. "This investment will also grow our rural delivery network's footprint to over 200 delivery stations, and we estimate it will ...
All Investor Eyes On Amazon: Earnings Out Today And Tariffs Are ‘Biggest Focus'
Forbes· 2025-05-02 00:13
ToplineAmazon will deliver results from 2025’s first three months Thursday afternoon—adding to a blockbuster week that included a short-lived standoff between the company and White House—,as investors pay keen attention to how the e-commerce giant will comment on how President Trump’s tariffs will impact its business.The White House took significant issue with Amazon’s rumored plans to highlight tariff-related price ... More increases this week.SOPA Images/LightRocket via Getty Images Key FactsSeattle-based ...
Amazon reports first-quarter earnings after the bell
CNBC· 2025-05-02 00:01
In this articleAMZNAmazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, Feb. 26, 2025.Brendan McDermid | ReutersAmazon is slated to announce its first-quarter earnings after the market close on Thursday.Here's what analysts are looking for:Earnings per share: $1.36 expected, according to LSEGRevenue: $155.04 billion expected, according to LSEGWall Street is also looking at other key revenue numbers:Amazon Web Services: $29.42 billion expected, according to StreetAccountAdvert ...
Amazon is stepping up to fill a gap in Hollywood's movie slate
CNBC· 2025-05-02 00:00
Cast of the Amazon MGM Studios CinemaCon 2025 seen at the Amazon MGM Studios CinemaCon 2025 presentation at The Colosseum at Caesars Palace on April 02, 2025 in Las Vegas, Nevada.Tech is saving Hollywood — though not in the way you might think.Back in 2022, e-commerce giant and relative upstart movie studio Amazon promised to spend around $1 billion each year on theatrical releases, a figure that would fund between 12 and 15 films annually. Today, it appears ready to deliver.Earlier this month, the company, ...
3 Reasons Amazon Stock Is Still a Top Artificial Intelligence Buy Right Now
The Motley Fool· 2025-05-01 19:05
For a while, it seemed like artificial intelligence (AI) was the hottest topic in the business and investing world. Companies rushed to integrate it into their products and services, investors rushed to pour money into any company dealing with AI, and the media couldn't seem to get enough of it.Many big tech companies are still betting big on AI, and the future looks promising for many of them. However, this year, the AI-fueled stock price growth many of them experienced has cooled down a bit and reversed c ...