Amazon’s actions sink despite gaining profit expectations: the reasons

Despite having exceeded expectations in income and profits, Amazon Actions (AWS) They fall 6% in it “After Market” of Wall Street After the announcement of its second quarter results. The American giant did not meet the high expectations for its Amazon Web Services cloud computer unit, after their rivals exceeded them.

Both Alphabet, Google matrix, and Microsoft reported great gains in computer income this month.

The electronic commerce giant and cloud services reported a total turnover by U $ S167.702 millionwhich represented an annualized growth of the 13% compared to the same period last year. This result was a 3.5% above U $ S162.050 millions projected by analysts.

For the quarter, Amazon He consigned some U $ S18,164 million net profits during the period from April to June, increasing a 34.8% From the US $ 13,485 million registered in the same period of 2024. This resulted in a BPA BUE (BPA) of US $ S1.68amount that surpassed in 27.3% the U $ S1,32 that analysts projected.

The benefit margins of AWS They also contracted. Amazon said they were from 32.9% In the second quarter, in front of the 39.5% of this year’s first quarter and 35.5% A year ago. The results of the second quarter were located at its lowest level since the last quarter of 2023.

AWS’s benefit margins also contracted. Amazon said they were 32.9% in the second quarter, compared to 39.5% of the first quarter of this year and 35.5% of a year ago. The results of the second quarter were located at its lowest level since the last quarter of 2023.

In its cloud computing division AWS registered an increase in 17.5% In your sales when you write some U $30,870 million. This data was slightly above the estimates of the analysts consulted by LSE, while they also exceeded the U $ 26.2 billion of the second quarter of last year.

In your financial report, Amazon He recorded that his operational income increased to U $ S19.200growing around a 23.4% compared to US $ 14.7 billion of the same period of the previous year. The operational income of the North America segment were US $ 7,500 millionincreasing from the U $ S5.100 million in the second quarter but of 2024.

What about the projections for the next quarter?

In the face of what comes in the third quarter of 2025, Amazon projected that net sales are among the U $ S174,000 and U $ S179.5 billionthat is, they grow between 10% and 13% compared to the third quarter of 2024. This forecast is slightly higher than the U $ S173,080 million anticipated by analysts.

AWS represents a small part of Amazon’s total income, but it is a key promotion of profits, usually represents about 60% of Amazon’s general operational income.