🎧 Podcast by Men’s Hobby – Know What You Are InvestingEarning Release : May 1st,2025In this episode, we decode Amazon’s Q1 2025 earnings—a quarter marked by stellar sales, massive AI investment, faster-than-ever Prime delivery, and a literal launch into space. Here’s what you’ll discover:💰 Net Sales: $155.7B (Up 10% YoY, beat high-end guidance)💼 Operating Income: $18.4B (Up 20%)💸 Net Income: $17.1B (Includes $3.3B gain from Anthropic investment)📈 TTM Sales: $650.3B | TTM Net Income: $65.9B (Up 75%)🔁 Free Cash Flow: $25.9B (Down 48% due to CapEx growth)Segment Highlights:🇺🇸 North America: $92.9B Sales | $5.8B Op. Income (+17%)🌍 International: $33.5B Sales | $1.0B Op. Income (+12%)☁️ AWS: $29.3B Sales (+17%) | $11.5B Op. Income (+23%)💻 AWS Run Rate: $117B+🔥 AI Revenue: Triple-digit YoY growth🧠 Trainium 2 chip: 30–40% better price-performance vs GPU-based instances🧱 Amazon Bedrock: Hosts Claude 3.7, Llama 4, Nova foundation models📣 New AI Tools:Nova Sonic – speech-to-speech modelNova Act – browser action AIAmazon Q – developer assistant w/ CLI supportCEO Andy Jassy signals Amazon’s ambition to lead at every level of the AI stack—from silicon to cloud APIs to consumer tools like Alexa+.🚀 Fastest delivery quarter ever for Prime🏠 Regionalized inventory to stock closer to customers🤖 Robotics, automation, rural delivery expansion🛍️ New luxury retail partnerships (e.g., Saks)💵 $500M+ in global customer savings from deals🔄 61% of units sold by 3rd-party sellers📦 Prime Day returns in July📊 Ad revenue: $13.9B (+19% YoY)🧠 Full-funnel adoption + AI-enhanced targeting👥 275M+ ad-supported U.S. audienceAds are now a profit engine for both North America and International segments.🛰️ First Project Kuiper satellite launched in Q1🌐 Commercial internet service expected later in 2025🎥 New investments in entertainment, including James Bond franchise🏗️ Massive CapEx to support cloud, AI, and fulfillment scale🧮 Belief: Most on-prem IT spend will shift to cloud in 10–20 yearsAmazon anticipates uncertainty from new tariffsNo major pricing changes or demand issues seen yetMitigation tactics:Broad selection across price tiersGlobal seller diversity (2M+ sellers)Forward inventory buysDiversifying AWS/device production✨ Focus on controllables: prices, selection, convenience⚠️ Power and chip supply constraints affecting AWS—but relief expected H2 2025📉 Q2 Sales Guide: $159B–$164B (with FX headwind)🧾 Q2 Operating Income: $13B–$17.5BFX & global macro conditionsTariffs & trade disruptionsChip/power supply for AWSFulfillment optimization risksGlobal expansion, legal/regulatory threatsAI competition and executionAmazon is no longer just the “Everything Store.”It’s a global cloud platform, custom chip maker, AI model launcher, satellite internet provider, and still… your Prime delivery expert.🚀 The Q1 2025 results confirm it: Amazon is operating in every major frontier of the digital economy.🎧 Tune in now to explore the full picture—and what it means for your portfolio.🧾 Financial Performance at a Glance:💡 AI, AWS & Amazon’s Silicon Future:🚚 Retail & Fulfillment Network Evolution:📺 Advertising Growth:🛰️ Long-Term Bets: Kuiper & More:🌎 Tariff Risk & Mitigation Playbook:🧠 Leadership & Q2 Guidance:⚠️ Risks to Monitor:📣 Final Thought:

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