Good to see Amazon falling given our interest in it. Also wonder how much hints regarding the state of the economy we can get from its numbers @MagalyNH6 Amazon stock sinks 13% on weak fourth-quarter guidance
I wonder how strongly the state of the (U.S.) economy correlates with Amazon numbers. @MagalyNH6 Key Takeaways: - Q4 Revenue is expected to be 140-148B, Analyst expected 155B. (1:30) - Q4 2021 Revenue stood at 137.5B. - Too much inventory in retail (2:30)
P:2 Based on Amazon marketshare we could probably get some insights into consumer spending. (Low priority background consideration)
Aron — 11/14/2022 5:24 PM
I=8, SI=2-3%?
Amazon reportedly planning to lay off more than 10,000 employees in corporate and technology roles beginning this week.
The layoffs layoffs would represent less than 1% of Amazon’s global workforce and 3% of its corporate employees.
Amazon had 798,000 employees at the end of 2019 but had 1.6 million full and part time employees as of Dec. 31 2021, a 102% increase.
Aron — 11/17/2022 1:34 PM
SI=1-2%, I=8
Amazon will trim the number of headcount through Voluntary severance program.
Employees who receive severance letters have until Nov. 29 to agree to resign, and their last day of employment will be Dec. 23.
Amazon will provide employees with a “lump-sum” severance payment equal to three months of pay, a weekly stipend for 12 weeks, plus one week of salary for every six months of tenure at the company.
MagalyNH6 — 01/05/2023 8:03 PM
Amazon said Wednesday it will cut more than 18,000 jobs, a bigger number than the e-retailer initially said it would be eliminating last year.
Tech companies are picking up in 2023 where they left off last year, preparing for an extended economic downturn. Salesforce said Wednesday it would reduce head count by 10%, impacting more than 7,000 employees. Both Amazon and Salesforce admitted they hired too rapidly during the Covid pandemic.
Hmm do you think that’s relevant? Importantly Amazon employs 1.54m people. They are laying of 8.000 employees more than the previously communicated 10.000 employees. Which is 0.5% more. They approximately doubled their headcount since 2019 (1) adding 800.000 jobs. (1)
Amazon BEATS on fourth-quarter revenue but MISSED earnings estimate. Here are the highlights. Revenue: $149.2 billion vs $145.42 billion expected EPS: 3 Cents vs 18 cents per share expected Amazon Web Services: $21.4 billion vs $21.87 billion expected Advertising: $11.56 billion vs $11.38 billion expected
The company also gave weak revenue guidance for the current quarter. First-quarter revenue to come in between $121 billion and $126 billion, below $125.1 billion expected.
Aron — 03/20/2023 3:51 PM
Amazon Is Laying Off an Additional 9,000 Employees
Amazon reported better-than-expected Q3 2023 results. Here is a summary;
Amazon revenue rose 13% y/y to $143.1 billion (expectations: $141.4 billion), EPS was $0.94 vs. $0.58 estimate, ad revenue rose 26% y/y to $12.1 billion vs. $11.6 billion expected.
The company expects Q4 revenue to come in the range of $160 billion- $167 billion, whose mid-point $163.5 billion (+9.6% y/y) is below $166.6 billion expected by analysts.
Amazon e-commerce revenue rose 7% y/yin Q3 (Q2 2023: +4%), physical stores revenue rose 6% y/y (Q2 2023: +6%)
Its Prime Day Event held in July, was the biggest ever.
“Outside of Prime Day, we continue to see strong demand across everyday essentials, including categories like beauty and health and personal care,” CFO Brian Olsavsky said in the earnings call.
“I think that it’s interesting what’s happened in our ads business as if you look around the industry, most advertising-heavy companies have struggled growth-wise as the economy has been difficult. And while we see companies being more cautious on the ad side and the top-of-funnel products, things like display and a little bit of video, we’re still seeing a lot of strength in the lower-funnel ad products like sponsored products,” CEO Andrew Jassy said in the earnings call.
Amazon Q2 2025 revenue rose 13% y/y to $167.7 billion, beating analysts estimate of $162.09 billion while EPS came in at $1.68, above $1.33 estimate.
Advertising revenue rose 23% y/y to $15.69 billion (analysts estimate: $14.99 billion), Amazon Web Services rose 18% y/y to $30.87 billion (analysts estimate: $30.8 billion), online stores revenue grew 11% y/y to $61.5 billion (analysts estimate: $59 billion) while seller services revenue grew 11% y/y to $40.3 billion (analysts estimate: $38.7 billion).
Amazon guided revenue in the range of $174 billion to $179.5 billion, above analysts estimate of $173.1 billion and operating income in the range of $15.5 billion to $20.5 billion versus analysts estimate of $19.48 billion.
Amazon CEO Andrew Jassy said in the earnings call that so far they haven’t seen any slowdown in demand or increase in prices of goods.
“And if costs go up over time, it’s – we’re unsure at this point who’s going to end up absorbing those higher costs. What we can tell you is what we’ve seen so far in the first half of the year, in the first half, we just haven’t seen diminished demand. And we haven’t seen any kind of broad scale ASP increases. And so that could change in the second half,” he said
Amazon said their Q3 guidance reflects the trends that they saw in Q2 and their expectations around the tariffs.
“As a reminder, our guidance considers a range of possibilities, which take into consideration Q2 results, trends we see quarter-to-date and expectations around the macroeconomic environment, including tariffs.”
“There is uncertainty on where tariffs will settle and maybe the ultimate impact on consumers, as Andy mentioned earlier.”
“I would say we’re cautiously optimistic… I’m not going to give any guidance for Q4 at this time, but we’ll talk about that next time.”
I=5 Amazon’s Q4 2025 results were mixed: revenue exceeded estimates while EPS missed estimates
Amazon’s Q4 2025 advertising revenue rose 23% y/y to $21.3 billion, in line with analysts estimate of $21.16 billion while total revenue rose 14% y/y to $213.39 billion, above analysts estimate of $213.39 billion.
EPS was $1.95 versus $1.97 estimate.
Amazon said it expect 2026 capex of $200 billion, above analysts estimate of $146.6 billion and up from $131 billion in 2025.
It expects Q1 2026 revenue in the range of $173.5-$178.5 billion versus analysts estimate of $175.6 billion.
Amazon shares shed more than 10% in extended trading following the earnings release.
I=6 Amazon sheds 7% after its Q3 2026 results and Q4 2026 guidance missed estimates
Amazon’s Q3 2026 revenue rose 12% y/y to $201.94 billion, below analysts’ estimate of $202.31 billion, while EPS was $1.89 versus $1.96 expected.
Amazon guided Q4 2026 revenue of $240-$247 billion, with the midpoint missing $244.5 billion estimate.
Amazon Web Services (AWS) revenue was $45.98 billion versus $45.29 billion expected, while advertising revenue came in at $19.64 billion (+12% y/y) vs. $20.82 billion estimate.
The shift of Prime Day to Q2 2026 from Q3 2025, the absence of NBA games, and tougher year-over-year comparisons from search marketing improvements weighed on advertising growth.
CEO Andy Jassy said on the earnings call that he expects to “spend meaningfully more in 2027.”
