📦Street Takeaways - Q3 Earnings ($243.79) Overview: • Shares (7.3%) premarket, EPS missed, rev below as weaker NA and International revenue offset stronger AWS. Within revenue, online/physical stores and advertising missed, 3P seller services, subscription services and other beat, while Op margin was 90bps above, and Capex was sharply ahead. • Mgmt. guided Q4 Revenue ~inline, Op income below at the midpoint, while FY capex was reaffirmed. • Analysts mostly upbeat despite the mixed print, highlighting strong AWS growth acceleration, offsetting softer retail trends and a sharp deceleration in advertising, attributed mainly to Prime Day timing. Focus remains on AWS momentum, supported by the Co's strong backlog, AI demand and expectations of ~40% growth through FY28, while opportunities in grocery, pharmacy, logistics and agentic commerce were seen as further drivers of growth. • While there were some reservations around rising FY27 capex and near term advertising trends, improving op margin, infrastructure efficiencies and confidence in the Co's ability to generate strong returns on AI investment supported the bullish sentiment and expectations for further earnings growth and market share gains. $AMZN #Amazon# #Earnings# #Q3Earnings# #AWS# #CloudComputing# #AgenticCommerce# #AI# #Capex# # #PrimeDay# #Ecommerce# #MegaCap# #TechEarnings# #FinTwit# #Tech# Gain immediate access to earnings insights with #StreetAccount#: