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
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sun Apr 19 2026 14:32:53 GMT+0000 (Coordinated Universal Time)
