🏛️ Company factsSEC filings + FINRA official data
Annual revenue $716.9B · latest quarter up 19.6% YoY · profitable (FY net income $77.7B) · short activity within its normal range.
FY revenue
$716.9B
2025-12
Latest Q YoY
+19.6%
Gross margin
22.6%
FY net income
$77.7B
Diluted EPS
$7.29
Short volume
29%
20d avg 29% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 82/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.88 vs $1.83+2.73%
- Mar 2026$1.56 vs $1.60-2.5%
- Dec 2025$1.95 vs $1.98-1.52%
- Sep 2025$1.95 vs $1.58+23.42%
The takeaway
This company habitually beats by +5.5% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
58 direct · 89 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
4 duplicate reports of the same events merged
Its ad unit is directly accused of $20B in price inflation; while small versus $716.9B total revenue, it hits the highest-margin segment and stacks onto existing antitrust suits, lifting the risk premium.
Also named: GOOGL · TTD
Advertising is Amazon's highest-margin growth segment; the antitrust suit brings long-tail regulatory and remedy risk, though litigation is slow and near-term impact on the $716.9B revenue base is minimal.
Also named: GOOGL · META
Advertising has been the main driver of recent margin expansion; the FTC suit brings lasting regulatory uncertainty and potential business-model changes, though the $716.9B revenue base caps the downside.
Also named: GOOGL · META
- #4▼2%DirectAmazon accused in new suit filed by FTC and 22 states of rigging ad auctions to inflate prices12d ago
The suit directly targets Amazon's ad-auction business; while modest against $717B revenue, it compounds prior FTC antitrust action and raises regulatory uncertainty.
Also named: GOOGL · TTD
Amazon's AWS/AI capex has ballooned to roughly $125B a year, partly funded via debt and long-term lease financing, so persistently high rates raise debt-servicing costs and squeeze projected AWS margins.
Also named: ORCL · MSFT · GOOGL · NVDA · AMD · SMCI
AWS is Anthropic's key investor and primary cloud provider; restored federal business boosts Bedrock and compute usage
Also named: P-ANTH · MSFT · GOOGL · NVDA
- #7▼1.47%DirectStates That Gave Data Centers Billions in Tax Breaks Are Now Ripping Up the Deals4d ago
AWS's data center expansion relied on state tax incentives to lower build costs; the policy reversal raises the implicit tax burden on future capex
Also named: GOOGL · META · MSFT · VRT · ETN · PWR
Robots displacing warehouse labor durably lower fulfillment costs and lift retail-segment margins, a potential third profit lever after AWS and ads—but this is a gradual, largely-anticipated story.
Also named: ROK · TER · ZBRA
Amazon's ~$8B investment in Anthropic plus its AWS Trainium compute deal means IPO chatter reinforces upside for both the equity stake and the cloud revenue relationship
Also named: GOOGL · GOOG · QQQ · NVDA · MSFT · P-ANTH
AWS leads globally in data-centre expansion scale, and continued AI infrastructure demand supports expectations for its cloud revenue growth.
Also named: ORCL · MSFT · META · GOOGL · NVDA · AMD
The rest, archived by time · 137
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