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.

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NASDAQ AMZN Coverage Bootstrap Amazon.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 ->

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Latest Thesis

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

May 19, 2026Research reportSlides available

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Amazon.com, Inc.AWS and ads have to fund the next wave of AI and logistics spendMay 19, 2026

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