If you were looking for the amazon earnings october 2025 date, the official event took place on October 30, 2025.
It was a Thursday. The call kicked off at 5:00 p.m. ET.
Honestly, the numbers were a bit of a rollercoaster. While the headline figures looked great—revenue hit $180.2 billion—there were some weird one-off charges that made the profit line look a little wonky at first glance.
The Big Reveal: Amazon Earnings October 2025 Date and Results
Wall Street usually gets nervous around October. It's that pre-holiday jitters phase. But Amazon's report on the October 30 date actually sent the stock up about 13% in after-hours trading.
Why?
AWS re-accelerated. That’s the big secret. Cloud computing grew 20.2% year-over-year, which is the fastest pace we’ve seen from them since way back in 2022. It seems like the AI boom is finally starting to show up in the actual receipts, not just the hype.
Breaking Down the Revenue
- Total Revenue: $180.2 billion (up 13% year-over-year).
- AWS Sales: $33.0 billion.
- Advertising: $17.7 billion (growing a massive 24%).
- North America Retail: $106.3 billion.
The advertising piece is kinda wild. It’s now growing faster than almost everything else. If you’ve noticed more "sponsored" tags while shopping for a toaster or watching Thursday Night Football, that’s exactly where this $17.7 billion is coming from.
The $2.5 Billion FTC Headache
Everything wasn't perfect. Operating income was $17.4 billion, which sounds like a lot, but it was actually flat compared to last year.
The reason? A couple of massive one-time hits.
First, there was a $2.5 billion legal settlement with the Federal Trade Commission (FTC). Then, they took a $1.8 billion charge for severance costs because they're cutting about 14,000 corporate roles. Andy Jassy, the CEO, says this is about "streamlining decision-making," but for the people affected, it’s a tough pill to swallow.
Without those charges? Operating income would have been over $21.7 billion.
The Anthropic Twist
Here is something most people missed: Amazon’s net income got a huge "artificial" boost. They reported $21.2 billion in net profit, but $9.5 billion of that was just a paper gain from their investment in Anthropic (the company that makes Claude).
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It’s a bit like saying you’re richer because your house price went up on Zillow. You don't actually have that cash in your pocket to spend yet, but it sure makes the balance sheet look pretty.
Logistics and the "Last Mile"
Amazon is still obsessed with speed. They’ve managed to reduce U.S. inbound lead times by nearly four days compared to last year. They also pumped $1.9 billion into their Delivery Service Partner program.
Basically, they are spending billions to make sure that "Prime" still means "tomorrow."
What Most People Get Wrong About Amazon’s Strategy
Everyone thinks Amazon is a store. It's not. Not really.
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At this point, Amazon is an infrastructure company that happens to sell socks. Between AWS (cloud infrastructure), the massive logistics network (shipping infrastructure), and the advertising platform (marketing infrastructure), the actual "selling stuff" part is almost secondary.
The amazon earnings october 2025 date proved that. While retail grew at a steady 10-11%, the high-margin "services" side of the house is what's keeping the lights on.
What’s Next for Investors and Shoppers?
Looking ahead to the end of 2025 and into 2026, Amazon is guiding for holiday sales between $206 billion and $213 billion.
They are also planning to spend a staggering $125 billion on capital expenditures (CapEx) this year alone. Most of that is going into data centers for AI. They’ve even launched "Project Rainier," a massive AI compute cluster with 500,000 of their custom Trainium2 chips.
If you're an investor, keep an eye on that $14.8 billion free cash flow. It’s actually down significantly from last year because they are spending so much on hardware. It’s a huge bet on the future of AI.
For the average person? Expect more AI in your shopping experience. Their assistant, Rufus, is already being used by 250 million customers. Apparently, if you talk to Rufus, you're 60% more likely to actually buy something.
Actionable Insights for the Road Ahead
If you’re tracking Amazon’s moves, here is how you should play it:
- Watch the AI Chip Wars: Amazon isn't just buying Nvidia chips anymore; they are building their own (Trainium and Graviton). If these chips stay "fully subscribed" as Jassy claims, their margins will stay way ahead of the competition.
- Monitor the Advertising Creep: As ad revenue climbs toward 10% of their total business, expect more "ad-supported" tiers on Prime Video and more targeted suggestions in the app.
- Mind the Capex: The decrease in free cash flow is a risk. If the AI payoff takes longer than expected, that $125 billion spending spree could start to look like a liability instead of an investment.
- Logistics Efficiency: If you're a seller, notice the inbound lead time reduction. Getting your inventory into their "regional" hubs is the only way to stay competitive as they tighten the screws on delivery speed.
The amazon earnings october 2025 date wasn't just another quarterly report; it was the moment Amazon officially shifted from a retail giant to an AI-first infrastructure powerhouse.