Instant Reaction: Amazon Jumps After Sales, Profit Tops Estimates
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 October 2025
⏱️ 14 minutes
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Summary
Amazon's cloud unit posted the strongest growth rate in almost three years, reassuring investors concerned that the largest seller of rented computing power was losing ground to rivals. Amazon Web Services posted revenue of $33 billion, an increase of 20% from the prior year and the biggest year-over-year rise since the end of 2022. Analysts, on average, estimated 18% growth. The shares jumped about 10% in extended trading after closing at $222.86 on Thursday. The stock has lagged behind that of its industry peers this year, with investors worrying that the company has yet to benefit enough from its AI products. Microsoft Corp. and Alphabet Inc.’s Google have both generated faster growth in their cloud computing businesses than AWS.
For reaction, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Analyst for E-Commerce and Athleisure Poonam Goyal, Ed Ludlow, host of Bloomberg Tech Ed Ludlow, and Eric Clark, Chief Investment Officer at Accuvest Global Advisors.
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| 0:52.2 | I'm watching shares of Amazon in the after hours up 8.5% right now. The company reported net sales for the third quarter that |
| 0:58.5 | beat the average analyst estimates. We're talking about $180.17 billion. That's up 13% year over year. |
| 1:05.6 | The estimate was for $177.82 billion. AWS coming in. |
| 1:12.8 | Net sales, excluding FX, up 20% versus 19% year over year. |
| 1:17.1 | Estimals for 17.9%. |
| 1:18.8 | As far as that forecast looks, sees net sales of $206 billion to $213 billion. |
| 1:23.8 | The estimate was for $208 billion. |
| 1:26.0 | So kind of on the high, like, yeah, some higher |
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