Amazon.com Inc.
AMZN
Market Cap$2.23T
Close$
Earnings Call Q1 2025
May 1, 2025 - AI Summary
Strong Q1 Revenue Growth: Amazon reported $165.7 billion in revenue for Q1 2025, marking a 10% increase year-over-year (YOY), with an operating income of $18.4 billion, up 20% YOY. This reflects robust performance across their segments, particularly in core retail and AWS.
Advertising Segment Performance: Amazon Ads generated $13.9 billion in revenue, growing 19% YOY. This growth is attributed to successful full-funnel advertising offerings, indicating strong demand from brands to reach targeted audiences through Amazon's ecosystem.
AWS Growth and Capacity Challenges: AWS revenue reached $29.3 billion, a 17% increase YOY. However, Andy Jassy noted that the AI workload demand has led to a supply/demand imbalance due to capacity constraints, limiting revenue potential. There's optimism that increased supply will alleviate these constraints later in the year.
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$29.84
85.7% downside
Current Fair Value
85.7% downsideOvervalued by 85.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $2.23 Trillion |
|---|---|
| Enterprise Value | $2.31 Trillion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $5.66 |
| Beta | 1.33 |
| Outstanding Shares | 10,603,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 33.72 |
|---|---|
| PEG | 52.52 |
| Price to Sales | 3.42 |
| Price to Book Ratio | 7.45 |
| Enterprise Value to Revenue | 3.56 |
| Enterprise Value to EBIT | 39.76 |
| Enterprise Value to Net Income | 35 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 0.5 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Amazon.com Inc.
CEO: Jeffrey Bezos