Dear Copiers
$AMZN (Amazon.com Inc) reported their earnings last night and the market responded strongly sending the stock up around 13% on the after-hours chart.
They had a solid beat of EPS $1.95 vs expected $1.57 expected. Cloud segment reported growth of 20% YOY which is so good to see as in previous quarters investors had been worrying about their position in the cloud segment being eroded by competition from $MSFT (Microsoft) and $GOOG (Alphabet) cloud divisions. These numbers are proving that Amazon is still on strong in this important space as AWS is their biggest and highest margin segment of their business.
Amazon also reported good growth in Ad and retail which came in at 24% for Q3 and they guided between $206_$213 billion for the festive season. This is around 10-13% more than they guided for Q4 last year indicating that they are very confident that consumer demand will be high for their products.
I am very happy with this report and this stock has been lagging in comparison to much of Mag Seven so hopefully we will now see a turnaround with this stock going forward to the end of this year.
$AAPL (Apple) - Didn’t surprise me with their good earnings last night. It was obvious that demand for their new iPhone was high as they sold out quickly and many had to wait weeks to get their hands on the these phones.
Apple is showing that demand for their phones are not wavering as so investors had concerns about. In fact we are seeing the opposite which is highlighting that Apple have a strong hand in this important part of their business
Quickly on Apple’s numbers, revenue was up 10% YOY. Services also is showing continued growth and hit a new high which is fantastic as this is a very high margin segment of their business.
So I am very pleased with these results.
Many thanks Lena 31/10/2025... Show More
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