Amazon.com 2025 Q3 Earnings Surpasses Expectations with 38.2% Net Income Growth

Saturday, Nov 1, 2025 7:17 am ET1min read
Aime RobotAime Summary

- Amazon reported Q3 2025 earnings with 38.2% net income growth, driven by AWS's 20% revenue surge and AI infrastructure demand.

- AWS launched AI projects like Trainium2 chips and Project Rainier, boosting market confidence in its momentum.

- CEO Jassy highlighted strategic AI/logistics investments and 14,000 corporate role cuts to fund expansion and improve efficiency.

- Guidance assumes FX benefits and no major legal/acquisition costs, with free cash flow expected to decline due to capital spending.

Amazon.com (AMZN) reported robust Q3 2025 results, surpassing both revenue and earnings estimates. , driven by strong AWS performance and AI-driven infrastructure demand. , .

Revenue

, . , . , , , . , respectively, underscoring the diversification of Amazon’s revenue streams.


Earnings/Net Income

, . , driven by AWS’s 20% revenue growth and cost efficiencies. The performance marks a record high for Q3 net income in over two decades, affirming the company’s profitability amid rising capital expenditures and competitive pressures.


Post-Earnings Price Action Review

, . The rally was fueled by AWS’s 20% revenue growth and the launch of AI-driven projects like Trainium2 chips and Project Rainier. , reflecting confidence in AWS’s momentum. , . . <visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_26iy4amu.json"></visualization>


CEO Commentary

, attributing it to AI infrastructure demand and capacity expansion. He emphasized strategic investments in AI, logistics, and fulfillment, . Jassy also noted restructuring efforts, , to fund AI expansion and improve operational efficiency.


Guidance

, . , with AWS and AI-driven initiatives as key drivers. The guidance assumes favorable foreign exchange impacts and no major legal settlements or acquisitions. Free cash flow is expected to decline due to capital expenditures, aligning with prior trends.


Additional News

, underscoring its European expansion strategy. The company also confirmed plans to cut 14,000 corporate roles in 2025, . AWS launched Project Rainier, , .


<img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-aime_generated_1761995801142.jpg.png" style="max-width:100%;">

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