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WOLF
@WOLF_Financial
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加入 September 2020
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AMAZON $AMZN JUST REPORTED Q3 EARNINGS - Revenue: $201.9B, in line with expectations of $202.3B 🟡 - EPS: $1.89, missing expectations of $1.96 🔴 (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 🟡 - 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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