AMZN Solid Start, Second Half Uncertain

$Amazon.com(AMZN)$ 's reported revenue/profit of $155.7bn/$18.4bn beat expectations, thanks to international performance. Unit growth slowed a bit to 8% year-over-year. AWS growth matched forecasts at 17%.

Overall, results and the Q2 outlook (slight revenue acceleration) were better than expected, with positive comments on product mix and third-party sellers.

Tariffs Not Yet a Problem, Prepared if They Become One

Management sees limited tariff impact in Q2 profit, citing pre-bought inventory and stable third-party seller prices. April sales were strong. Low-priced essentials are growing fast in the US. Amazon believes its wide selection and strategic buying should help it outperform if retail conditions worsen due to tariffs.

Estimates Going Up on Good Outlook

The Q2 revenue forecast is around $160bn due to stronger retail, while slightly lowering AWS growth. Q2 profit forecast consensus are around to $16.5bn on better AWS margins. The third quarter could see peak tariff uncertainty.

Anyway Amazon looks strong with an annual revenue growing constantly and a huge operating income. Capital expenditures are jumping bigly, which is something to watch.

$240 is a reasonable annual target.

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Unit growth slowed a bit to 8% year-over-year. AWS growth matched forecasts at 17%. </p><p>Overall, results and the Q2 outlook (slight revenue acceleration) were better than expected, with positive comments on product mix and third-party sellers.</p><p style=\"text-align: start;\"><strong>Tariffs Not Yet a Problem, Prepared if They Become One</strong></p><p style=\"text-align: start;\">Management sees limited tariff impact in Q2 profit, citing pre-bought inventory and stable third-party seller prices. April sales were strong. Low-priced essentials are growing fast in the US. Amazon believes its wide selection and strategic buying should help it outperform if retail conditions worsen due to tariffs.</p><p style=\"text-align: start;\"><strong>Estimates Going Up on Good Outlook</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f7111e97452c3632e1e7ed5aa7bf41e\" tg-width=\"1006\" tg-height=\"292\"></p><p style=\"text-align: start;\">The Q2 revenue forecast is around $160bn due to stronger retail, while slightly lowering AWS growth. Q2 profit forecast consensus are around to $16.5bn on better AWS margins. The third quarter could see peak tariff uncertainty. </p><p style=\"text-align: start;\">Anyway Amazon looks strong with an annual revenue growing constantly and a huge operating income. Capital expenditures are jumping bigly, which is something to watch. </p><p style=\"text-align: start;\">$240 is a reasonable annual target.</p><h3 id=\"id_1132117495\">For whom haven't open CBA can know more from below:</h3><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><strong>Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</strong></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 's reported revenue/profit of $155.7bn/$18.4bn beat expectations, thanks to international performance. Unit growth slowed a bit to 8% year-over-year. AWS growth matched forecasts at 17%. </p><p>Overall, results and the Q2 outlook (slight revenue acceleration) were better than expected, with positive comments on product mix and third-party sellers.</p><p style=\"text-align: start;\"><strong>Tariffs Not Yet a Problem, Prepared if They Become One</strong></p><p style=\"text-align: start;\">Management sees limited tariff impact in Q2 profit, citing pre-bought inventory and stable third-party seller prices. April sales were strong. Low-priced essentials are growing fast in the US. Amazon believes its wide selection and strategic buying should help it outperform if retail conditions worsen due to tariffs.</p><p style=\"text-align: start;\"><strong>Estimates Going Up on Good Outlook</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f7111e97452c3632e1e7ed5aa7bf41e\" tg-width=\"1006\" tg-height=\"292\"></p><p style=\"text-align: start;\">The Q2 revenue forecast is around $160bn due to stronger retail, while slightly lowering AWS growth. Q2 profit forecast consensus are around to $16.5bn on better AWS margins. The third quarter could see peak tariff uncertainty. </p><p style=\"text-align: start;\">Anyway Amazon looks strong with an annual revenue growing constantly and a huge operating income. Capital expenditures are jumping bigly, which is something to watch. </p><p style=\"text-align: start;\">$240 is a reasonable annual target.</p><h3 id=\"id_1132117495\">For whom haven't open CBA can know more from below:</h3><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><strong>Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</strong></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","text":"$Amazon.com(AMZN)$ 's reported revenue/profit of $155.7bn/$18.4bn beat expectations, thanks to international performance. Unit growth slowed a bit to 8% year-over-year. AWS growth matched forecasts at 17%. Overall, results and the Q2 outlook (slight revenue acceleration) were better than expected, with positive comments on product mix and third-party sellers. Tariffs Not Yet a Problem, Prepared if They Become One Management sees limited tariff impact in Q2 profit, citing pre-bought inventory and stable third-party seller prices. April sales were strong. Low-priced essentials are growing fast in the US. Amazon believes its wide selection and strategic buying should help it outperform if retail conditions worsen due to tariffs. Estimates Going Up on Good Outlook The Q2 revenue forecast is around $160bn due to stronger retail, while slightly lowering AWS growth. Q2 profit forecast consensus are around to $16.5bn on better AWS margins. The third quarter could see peak tariff uncertainty. Anyway Amazon looks strong with an annual revenue growing constantly and a huge operating income. Capital expenditures are jumping bigly, which is something to watch. $240 is a reasonable annual target. For whom haven't open CBA can know more from below: 🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly! Find out more here： Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":97,"commentSize":0,"repostSize":6,"favoriteSize":0,"link":"https://ttm.financial/post/432758109691976","repostId":0,"isVote":1,"tweetType":1,"viewCount":352,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1374,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/432758109691976"}