AMZN
Amazon.com, Inc.222.56
+0.02+0.01%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reinforces capex ROIC, AI backlog details
Q&A reinforced AWS capex confidence amid $200B spend, with Brian citing 35% operating margins and rapid capacity monetization offsetting AI depreciation. Andy detailed $244B backlog up 40% YoY, Trainium3 supply committed by mid-2026, and barbelled AI demand—labs heavy now, enterprise production workloads the durable prize. Rufus users 60% more likely to buy, easing ad funnel fears. Retail efficiencies from regionalization and robotics balance selection investments. Capacity sells out instantly. Management stayed bullish; investors eye supply ramps.
Key Stats
Market Cap
2.38TP/E (TTM)
31.44Basic EPS (TTM)
7.08Dividend Yield
0%Recent Filings
8-K
Amazon closes €14.5B notes
8-K
Amazon closes $37B notes deal
Amazon closed a massive $36.898 billion notes offering on March 13, 2026, spanning floating-rate notes due 2028-2029 and fixed-rate tranches from 3.850% due 2028 to 6.050% due 2076. Net proceeds hit ~$36.813 billion after underwriting discounts. Debt matures out to 2076. Use of proceeds not disclosed.
8-K
Amazon's $35B OpenAI commitment
10-K
FY2025 results
Amazon's FY2025 net sales hit $717B, up 12% y/y, with Q4 holiday surge driving the momentum as North America (+10%), International (+13%), and AWS (+20%) all accelerated. Operating income climbed to $80B despite $2.5B FTC settlement in Q3 and $2.7B severance, fueled by unit sales, ads, and subscriptions, while AWS margins held firm amid infra investments. Operating cash flow swelled to $140B; free cash flow dipped to $11B (derived) on $128B capex, mostly AWS. Q1 2026 guidance eyes $174B sales and $19B op income. Intense competition threatens quarterly growth.
8-K
Q4 sales up 14%, AWS 24%
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