AMAZON $AMZN JUST REPORTED Q3 EARNINGS
- Revenue: $201.9B, in line with expectations of $202.3B ๐ก
- EPS: $1.89, missing expectations of $1.96 ๐ด (w/ Anthropic gain)
- Operating Income: $28.1B
- AWS Sales: $46.0B (+39% YoY)
- CapEx: $77.3B
- Advertising: $19.6B
- AWS Operating Income: $17.8B
Q4 Guidance:
- Revenue: $240.0B-$247.0B, in line with expectations of $244.5B ๐ก
- Op. Income: $28.5B-$33.5B
- Revenue Growth: +12%-+16% YoY
Key Updates:
- AWS: $184B annualized revenue run rate (over 39% YoY growth)
- AgentCore: Tens of thousands of customers (2x more agents deployed in Q3)
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