The chart below shows how AMZN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AMZN sees a -1.08% change in stock price 10 days leading up to the earnings, and a +1.18% change 10 days following the report. On the earnings day itself, the stock moves by +0.26%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Earnings Per Share Beat: Reported EPS of $1.86, exceeding expectations of $1.49.
Revenue Increase Analysis: Revenue reached $187.8 billion, a 10% year-over-year increase, with an adjusted growth of 11% excluding foreign exchange impacts.
Record Operating Income Surge: Operating income was $21.2 billion, marking a 61% year-over-year increase and the largest operating income quarter ever.
AWS Revenue and Income Growth: AWS revenue grew 19% year over year, reaching an annualized revenue run rate of $115 billion, with operating income of $10.6 billion, up $3.5 billion year over year.
Advertising Revenue Surge: Advertising revenue generated $17.3 billion in the quarter, reflecting an 18% year-over-year growth, contributing significantly to profitability.
Negative
Foreign Exchange Impact: $700 million more foreign exchange headwind than anticipated, impacting revenue growth.
Foreign Exchange Impact on Revenue: Q1 revenue guidance includes a $2.1 billion foreign exchange headwind, affecting year-over-year growth.
Operating Income Decrease Estimate: Estimated decrease in full-year 2025 operating income by approximately $400 million due to updates in useful life of fixed assets.
Accelerated Depreciation Impact: Accelerated depreciation and related charges of approximately $920 million recorded in Q4 2024, impacting operating income.
Operating Income Decline: Decrease in full-year 2025 operating income by approximately $700 million due to reduced useful life of servers and network equipment.
Amazon.com, Inc. (NASDAQ:AMZN) Q4 2024 Earnings Call Transcript
AMZN.O
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