Amazon.com 2025 Q3 Earnings Strong Performance as Net Income Surges 38.2%

Amazon.com (AMZN) reported fiscal 2025 Q3 earnings on October 30, 2025, with results exceeding expectations. The company’s revenue and earnings growth outpaced estimates, driven by robust cloud demand and strategic AI investments. Management provided guidance aligning with Wall Street forecasts, signaling confidence in sustained momentum.

Revenue

Amazon’s total revenue surged 13.4% year-over-year to $180.17 billion, with specific segment revenue listed as follows:

- North America , .

- International markets , , underscoring global demand resilience.

- Amazon Web Services (AWS) led with $33 billion in revenue, .

Earnings/Net Income

Earnings per share (EPS) rose 35.6% to $1.98, while net income reached $21.19 billion, a 38.2% increase from $15.33 billion in 2024 Q3. , reflecting improved profitability and operational efficiency. The EPS growth outperformed expectations, demonstrating strong earnings momentum.

Post-Earnings Price Action Review

Following the earnings release, . Month-to-date, the stock advanced 1.50%, reflecting mixed investor sentiment. While short-term volatility persisted, the broader trend indicated resilience amid the company’s strategic advancements in AI and cloud infrastructure.

CEO Commentary

CEO highlighted AWS’s 20.2% growth, driven by AI adoption, custom silicon (e.g., Trainium 2), and infrastructure expansion. He emphasized innovations like same-day perishable grocery delivery and AI tools (e.g., Rufus, Lens) as key differentiators. Strategic priorities include doubling AWS capacity by 2027 and scaling agentic commerce, with Jassy expressing long-term optimism about AI’s role in driving growth.

Guidance

Amazon reported Q3 2025 revenue of $180.169 billion and net income of $21.187 billion. , . , . , .

Additional News

1. Project Rainier, .

2. Netherlands Expansion.

3. Wedbush Upgrade, citing robust cloud demand and infrastructure investments.

Amazon’s strategic AI and cloud initiatives, coupled with international expansion, position it for sustained growth despite valuation concerns and insider selling trends. Analysts remain optimistic, though risks like regulatory pressures and competitive dynamics warrant monitoring.

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