Sign inJoin
Company / Finance

Amazon.com, Inc.

AMZN · NASDAQ

Amazon reported 2025 revenue of $716.9 billion and Q1 2026 revenue of $181.5 billion. The thesis depends on AWS growth, advertising scale, retail margin, fulfillment efficiency and AI capital intensity.

FollowAdd to WatchlistAsk Question
NASDAQAMZNCoverage BootstrapAmazon.com, Inc.
Latest ReportMay 19, 2026Amazon: AWS and ads have to fund the next wave of AI and logistics spendingView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
Company filters1 company reports
Latest Thesis

Amazon: AWS and ads have to fund the next wave of AI and logistics spending

Amazon reported 2025 revenue of $716.9 billion and Q1 2026 revenue of $181.5 billion. The thesis depends on AWS growth, advertising scale, retail margin, fulfillment efficiency and AI capital intensity.

May 19, 2026Research reportSlides available
Read reportOpen slidesDiscussion (0)
Amazon.com, Inc.AWS and ads have to fund the next wave of AI and logistics spendMay 19, 2026
Member workspace

Financials and workspace tools are for paid members.

Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.

Sign in to continue

Recent Reports

Compact report index for this company.

View all 1 reports ->
ReportTypeUpdatedReadActions
Amazon: AWS and ads have to fund the next wave of AI and logistics spendingAmazon reported 2025 revenue of $716.9 billion and Q1 2026 revenue of $181.5 billion. The thesis depends on AWS growth, advertising scale, retail margin, fulfillment efficiency and AI capital intensity.NASDAQMay 19, 2026Research reportReadSlides