Amazon (AMZN) Q2 earnings report 2025

Amazon After the closing on Thursday, he will report the second quarter results.

Here are the analysts who participated in the survey by LSEG:

• Earning per share: $ 1.33
• Revenues: 162.09 billion dollars

Wall Street also looks at other important income metrics:

• Amazon Web Services: 30.8 billion dollars according to Streetaccount
• Advert: 14.99 billion dollars according to Streetaccount

In May, the company frightened the investors in May, in which he warned that “tariffs and trade policies” as well as “fears of stagnation” in the earnings report may focus on the second quarter results.

Amazon CEO Andy Jassy said, “None of us don’t know exactly where or when to settle.” Jassy then said that the company did not see any weakening of demand at this point at this point and took steps to keep Amazon’s prices fixed on its site.

President Donald Trump’s unpredictable tariff agenda is primarily a threat to the expanding e-commerce business, which constitutes a large part of Amazon’s sales. According to Streetaccount, the core online stores unit is expected to sell $ 58.98 billion. Wall Street foresees seller services income in a quarter to reach $ 38.7 billion.

A few analysts said that the tariff and geopolitical floor for the Amazon have become more managed in recent months, which is one of the few reasons why the company was optimistic about its second quarter report.

“The US consumer floor remained supportive for a quarter as the tariff concerns decreased and consumers continued to spend,” Deutsche Bank analysts in a research note on July 22nd. The company has a degree of purchasing on Amazon’s shares.

Trump’s tariffs may have a little support to Amazon.

Deutsche analysts said Amazon gained a greater share of the US e-commerce market, and that Ultra-Ucuz Chinese online retailers have gained a greater share in the face of the competition of Shein and Temu. PDD Holdings.

Both companies struggled to protect their grip to American shopping, which has a trade exemption that allows low -valuable shipments to enter the country without a customs -free posts, which are a trade exemption that creates higher tariffs for Chinese imports.

Amazon’s third quarter guidance will give an opinion that the company expects and expects the tariff risks to continue. Analysts, income in this quarter will reach $ 173.3 billion.

Apart from retail, investors will closely follow Amazon’s cloud business closely. In the first quarter, the revenue in AWS increased by 17%, which was insufficient in analysts’ predictions and the slowest growth in a year was. Analysts foresee growth for more than the same year for the second period.

In May, Jassy said that the cloud business would grow faster if there was no capacity restrictions caused by the scarcity of AI chips and other components.

Amazon, largely for AWS investments in artificial intelligence this year, this year promised to spend up to $ 100 billion. Wall Street will pay attention to whether the Amazon confirms this number again. AI and cloud contestant Google Last week, it increased its capital expenditure to $ 85 billion this year as part of its second quarter earnings.

Like other major technology companies, Amazon is also laser -oriented on artificial intelligence. For a quarter, Amazon began to publish a version of Alexa Voice Assistant with artificial intelligence and launched a new agent AI group in the Skunkworks Research and Development Unit.

Technology also transforms Amazon’s labor force. In a note for the staff in June, Jassy said the company’s corporate employee base would shrink because it adopted more productive AI vehicles and agents in the coming years.

“It’s hard to know exactly where this emerged over time, but we expect it to reduce our total institutional workforce in the next few years.”

Amazon shares delayed technology peers this year despite their heavy investments in AI. Amazon’s shares increased by 5.4% to date, while meta and Microsoft shares have increased roughly by 20% in the same stretch. Apple struggling with AI development has fell by about 15.5% so far this year.

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