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Amazon updates updates live: actions fall while Q2 guidelines disappoint

remon Buul by remon Buul
May 1, 2025
in Business
0
Amazon updates updates live: actions fall while Q2 guidelines disappoint

First trimester

* Net sales: 155.67 billion dollars, + 8.6% y / y, estimate 155.16 billion dollars

** Online stores Net Sales: 57.41 billion dollars, + 5% y / y, estimate

$ 56.85 billion

** Physical stores Net sales: $ 5.53 billion, + 6.4% y / y, estimate

$ 5.41 billion

** Third -party sellers Services Net Sales: 36.51 billion dollars, + 5.5%

O / y, estimate $ 36.98 billion

** Subscription Services Net Sales: $ 11.72 billion, + 9.3% in annual shift,

Estimate $ 11.65 billion

** AWS Net Sales: 29.27 billion dollars, + 17% in Y / Y, estimate $ 29.36

billion

** Net sales in North America: 92.89 billion dollars, + 7.6% y / y, estimate

$ 92.63 billion

** International net sales: 33.51 billion dollars, + 4.9% y / y, estimate

$ 33.07 billion

* Net sales of the third -party seller excluding f / x: + 7% vs.

+ 16% y / y, estimate + 6.92%

* Subscription Services Net Sales to exclusion F / X: + 11% against + 11%

O / y, estimate + 8.86%

* Amazon web clear dirty services outside f / x: + 17% vs + 17% in y / y,

Estimate + 17.2%

* EPS: $ 1.59 against $ 1.86 Q / Q, estimate $ 1.36

* Operating result: $ 18.41 billion, + 20% in Y / Y, estimate $ 17.51

billion

** Operational margin: 11.8% against 10.7% y / y, estimate of 11.2%

** Operational margin of North America: + 6.3% against + 5.8% in annual shift, estimate

+ 6.65%

** International operating margin: 3% against 2.8% in annual shift, estimate

2.96%

* Production expenses: 24.59 billion dollars, + 10% in y / y, estimate of $ 23.78

billion

* Seller unit mixture: 61% against 61% in annual sliding, estimate 61.8%

Second trimester

* Operating result: $ 13.0 billion at $ 17.5 billion, estimate
$ 17.82 billion

* Net sales: $ 159.0 billion at $ 164.0 billion, estimate
161.42 billion dollars

Source: Bloomberg data

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