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cover of episode Jobs Data Next as Investors Assess Amazon Results

Jobs Data Next as Investors Assess Amazon Results

2025/2/7
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
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C
Colette O'Clare
K
Kathy Jones
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Colette O'Clare: 亚马逊的财报好坏参半。虽然第四季度每股收益超过预期,营收也略高于市场共识,云计算业务表现良好,但第一季度营收指引低于预期。公司预计第一季度营收增长将受到外汇汇率的不利影响和与去年同期相比的艰难影响。整体而言,亚马逊的业绩表现反映了宏观经济环境的挑战,但其云计算业务仍然是增长的亮点。我预计未来亚马逊将继续关注云计算和电商业务的增长,并努力克服宏观经济带来的挑战。同时,我也将密切关注外汇汇率和市场竞争对亚马逊业绩的影响。我相信亚马逊有能力在未来继续保持其市场领先地位,并为投资者带来回报。我也会关注亚马逊在人工智能领域的发展,这可能会成为其未来增长的新动力。

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Amazon's Q4 earnings beat expectations, but Q1 revenue guidance fell short, causing initial share dips. Strong AWS performance and factors like foreign exchange rates influenced the results.
  • Amazon's Q4 EPS beat Wall Street estimates, revenue slightly topped consensus.
  • Q1 revenue guidance ($151-151.55B) below expectations ($158.56B).
  • AWS revenue up 19% year-over-year.
  • 5-9% Q1 revenue growth guidance reflects unfavorable foreign exchange rates and tough comparison to last year's first quarter.

Shownotes Transcript

Amazon's first quarter guidance disappointed late Thursday after a third-straight gain for the SPX, and investors expect today's January jobs data to show 170,000 positions added.

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