Amazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan
View original at finance.yahoo.comAmazon Q4 Earnings Miss Estimates, Shares Slide on $200B Capex Plan Amazon.com AMZN shares dipped in after-hours trading on Thursday after the company delivered fourth-quarter 2025 earnings of $1.95 per share, which increased 5% from the year-ago quarter but fell short of the consensus estimate by 1.52%…
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AWS custom chips business including Trainium and Graviton now has a combined annual revenue run rate of more than $10 billion and is growing at triple-digit percentages year over year
80% confidenceAmazon Bedrock is now a multibillion-dollar annualized run rate business with customer spend growing 60% quarter over quarter
80% confidenceTrainium4 is expected to start delivering in 2027
80% confidencePlans to invest approximately $200 billion in capital expenditures in 2026, predominantly in AWS
80% confidenceGraviton5 is up to 40% more price-performant than leading x86 processors
80% confidenceAmazon LEO commercial rollout is expected later in 2026
80% confidenceOperating income guidance for Q1 2026 is expected to range between $16.5 billion and $21.5 billion
80% confidenceShoppers using Rufus show 60% higher purchase completion rates
80% confidenceNet sales guidance for Q1 2026 is between $173.5 billion and $178.5 billion, representing 11% to 15% growth
80% confidenceGraviton is used by more than 90% of the top 1,000 AWS customers
80% confidencePlans more than 20 Amazon LEO satellite launches in 2026 and over 30 in 2027
80% confidence