Daily Ideas·Analysis·AMZN·2026年2月5日

Amazon (AMZN) Q4 2025 Earnings Report Analysis

Amazon delivered a record-breaking Q4 2025 with net sales of $213.4 billion, representing 14% year-over-year growth. AWS delivered its fastest growth rate in over three years, with revenue surging 24% year-over-year to $35.6 billion. The company’s guidance for Q1 2026 operating income and a staggering $200 billion capital expenditure forecast for 2026 shocked Wall Street, causing the stock to plunge.

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