Overview
- Amazon will report third-quarter 2025 results after the market close on Thursday, Oct. 30.
- Management guided Q3 revenue to a range of $174 billion to $179.5 billion, implying more than 11% growth at the midpoint.
- AWS growth has decelerated to roughly the mid-teens, with competitive pressure from Microsoft Azure and Google Cloud weighing on sentiment.
- Infrastructure investments exceeded $31 billion in Q2, and the CFO said that spending level would be reasonably representative for the rest of the year.
- Amazon announced 14,000 corporate job cuts as cost savings draw focus, and options pricing points to an expected stock move of about 6% around the release.