$AMZN (-7,41 %) Amazon Q2 FY25:
• Revenue +13% Y/Y to $167.7B ($5.6B beat).
• Operating margin 11% (+2pp Y/Y).
• EPS $1.68 ($0.35 beat).
• Q2 Guidance: ~$176.8B ($3.6B beat).
AWS:
• Revenue +17% Y/Y to $30.9B.
• Operating margin 33% (-3pp Y/Y).
Puestos
984$AMZN (-7,41 %) Amazon Q2 FY25:
• Revenue +13% Y/Y to $167.7B ($5.6B beat).
• Operating margin 11% (+2pp Y/Y).
• EPS $1.68 ($0.35 beat).
• Q2 Guidance: ~$176.8B ($3.6B beat).
AWS:
• Revenue +17% Y/Y to $30.9B.
• Operating margin 33% (-3pp Y/Y).
Someone has to explain that to me. The figures from $AMZN (-7,41 %) are excellent and the outlook also looks strong. But why is it falling?
🔹 Sales: $167.7 B (Est. $162.15 B) 🟢; +13% YoY
🔹 EPS: $1.68 (Est. $1.33) 🟢
🔹 Oper Income: $19.2 B (Est. $16.77 B) 🟢
🔹 AWS Net Sales: $30.87 B (Est. $30.77 B) 🟢; +17.5% YoY
Q3 Guidance
🔹 Net Sales $174.0 B–$179.5 B (Est. $173.24B) 🟢
🔹 Operating Income $15.5 B–$20.5 B
Segment Performance
North America
🔹 Sales: $100.1 B; UP +11% YoY
🔹 Operating Income: $7.5 B
International
🔹 Sales: $36.8 B; UP +16% YoY
🔹 Operating Income: $1.5 B
AWS
🔹 Operating Income: $10.2 B
Other Metrics
🔹 Operating Cash Flow (TTM): $121.1 B; UP +12% YoY
🔹 Free Cash Flow (TTM): $18.2 B
CEO Andy Jassy Commentary
🔸 “Our conviction that AI will change every customer experience is starting to play out as we’ve expanded Alexa+ to millions of customers, continue to see our shopping agent used by many millions of customers, launched AI models like DeepFleet that optimize productivity paths for our 1M+ robots, made it much easier for software developers to write code with Kiro (our new agentic IDE), launched Strands to make it easier to build AI agents, and released Bedrock AgentCore to enable agents to be operated securely and scalably.”
🔸 “Our AI progress across the board continues to improve our customer experiences, speed of innovation, operational efficiency, and business growth, and I’m excited for what lies ahead.”
✅ I took profits today from Amazon $AMZN (-7,41 %) , Microsoft $MSFT (-3,38 %) and NVIDIA $NVDA (-3,29 %) realized - a total of €1,331.84.
📥 This money was reinvested directly to strengthen dividend and future stocks.
💸 Newly invested (one-off purchases today):
📆 Savings plans from August (monthly):
➡️ Goal: More passive income through dividends & better balance in the portfolio between tech and defensive stocks.
🧠 Long-term oriented, with a clear focus on quality, stability & growth.
What do you think?
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I would like to $HOOD (-1,69 %) liquidate my position completely. I have been able to take a few good percentages from the hype but do not see any further major development in the future.
I would like to invest the money in one of 3 companies where I am already invested either $MSFT (-3,38 %), $AMZN (-7,41 %) or $META (-3,89 %).
What do you think about this decision and which of the 3 companies would you choose?
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