AMZN Amazon
AWS; Trainium custom chips and the largest capex budget
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
AMZN · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-30EarningsBeat / raise
Reported EPS 5.75 vs 1.83 expected (+214.9% surprise).
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7
2026-04-29EarningsBeat / raise
Reported EPS 2.78 vs 1.65 expected (+68.2% surprise).
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6
2026-02-05EarningsBeat / raise
Reported EPS 1.95 vs 1.95 expected (+0.2% surprise).
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5
2025-10-30EarningsBeat / raise
Reported EPS 1.95 vs 1.56 expected (+25.2% surprise).
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4
2025-07-31EarningsBeat / raise
Reported EPS 1.68 vs 1.32 expected (+27.2% surprise).
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3
2025-05-01EarningsBeat / raise
Reported EPS 1.59 vs 1.36 expected (+16.8% surprise).
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2
2025-02-06EarningsBeat / raise
Reported EPS 1.86 vs 1.48 expected (+25.3% surprise).
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1
2024-10-31EarningsBeat / raise
Reported EPS 1.43 vs 1.14 expected (+25.2% surprise).
Latest headlines
Auto-updated daily- Amazon Stock And Other Mega Cap Tech Names For The AI Infrastructure Reset2026-10-24
- Dow Jones Futures: Microsoft, Google, Amazon Lead Earnings Wave; What To Do Amid Mixed Signals2026-10-23
- Amazon CEO Andy Jassy Says AI Inference Is Still 10 Times Too Expensive, Claims Amazon Chips Offer Answer2026-10-23
- Companies laying off staff this year include Meta, Amazon, and American Express — see the list2026-10-23
- Post-it Notes maker 3M eyes AI gold rush in major Amazon deal2026-10-23
Predictions involving AMZN
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-30 | 1.83 | 5.75 | +214.9% |
| 2026-04-29 | 1.65 | 2.78 | +68.2% |
| 2026-02-05 | 1.95 | 1.95 | +0.2% |
| 2025-10-30 | 1.56 | 1.95 | +25.2% |
| 2025-07-31 | 1.32 | 1.68 | +27.2% |
| 2025-05-01 | 1.36 | 1.59 | +16.8% |
| 2025-02-06 | 1.48 | 1.86 | +25.3% |
| 2024-10-31 | 1.14 | 1.43 | +25.2% |
| 2024-08-01 | 1.02 | 1.26 | +23.8% |
| 2024-04-30 | 0.83 | 0.98 | +17.7% |
| 2024-02-01 | 0.8 | 1.0 | +24.4% |
| 2023-10-26 | 0.58 | 0.94 | +62.2% |
| 2023-08-03 | 0.34 | 0.65 | +91.2% |
| 2023-04-27 | 0.21 | 0.31 | +44.3% |
| 2023-02-02 | 0.17 | 0.03 | −82.2% |
| 2022-10-27 | 0.21 | 0.28 | +35.5% |
| 2022-07-28 | 0.12 | -0.2 | −273.3% |
| 2022-04-28 | 0.42 | -0.38 | −190.6% |
| 2022-02-03 | 0.18 | 1.39 | +657.1% |
| 2021-10-28 | 0.44 | 0.31 | −31.2% |
| 2021-07-29 | 0.61 | 0.76 | +23.1% |
| 2021-04-29 | 0.47 | 0.79 | +67.3% |
| 2021-02-02 | 0.35 | 0.7 | +100.1% |
| 2020-10-29 | 0.38 | 0.62 | +64.2% |
About Amazon
Website ↗Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, fire tablets, fire TVs, echo, ring, blink, and eero; and develops and produces media content. In addition, the company offers programs that enable sellers to sell their products in its stores; and programs that allow authors, independent publishers, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, it provides compute, storage, Artificial intelligence, database, analytics, machine learning, and other services, as well as advertising services through programs, such as sponsored…
Four US hyperscalers guided to roughly $700B+ of 2026 capex, with 2027 modelled near $1T. Their guides set demand for every supplier on this site; neoclouds add more.
What would prove us wrong. Weakens if two or more hyperscalers cut forward capex guidance in the same quarter.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| MSFT Microsoft | Largest AI cloud buyer; Azure and OpenAI capacity | $530.4 | +1.12% | +2.8% | +10.4% | |
| GOOGL Alphabet | Waymo driverless fleet and TPUs | $318.4 | −0.58% | −7.4% | +1.9% | |
| META Meta Platforms | Gigawatt training campuses (Prometheus, Hyperion) | $638.8 | −0.60% | −15.0% | −3.0% | |
| ORCL Oracle | OCI AI cloud; Stargate capacity for OpenAI | $126.0 | −0.12% | −7.8% | −34.5% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.97 | +5.03% | −35.0% | −20.4% | |
| NBIS Nebius Group | Neocloud building GPU capacity in US and Europe | $161.9 | +1.99% | −31.8% | +93.4% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.