For the quarter ended December 2025, Amazon (AMZN) reported revenue of $213.39 billion, up 13.6% over the same period last year. EPS came in at $1.95, compared to $1.86 in the year-ago quarter.
The reported revenue represents a surprise of +0.91% over the Zacks Consensus Estimate of $211.46 billion. With the consensus EPS estimate being $1.98, the EPS surprise was -1.52%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Amazon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Subscription services Y/Y Change: 12% compared to the 10.8% average estimate based on seven analysts.
- Physical stores Y/Y Change: 5% versus 4.8% estimated by six analysts on average.
- Y/Y net sales growth - AWS: 24% compared to the 21.8% average estimate based on six analysts.
- Third-party seller services Y/Y Change: 10% compared to the 10.7% average estimate based on six analysts.
- Net Sales- AWS: $35.58 billion versus $35.03 billion estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +23.6% change.
- Net Sales- Physical stores: $5.86 billion versus the eight-analyst average estimate of $5.88 billion. The reported number represents a year-over-year change of +5%.
- Net Sales- Online stores: $82.99 billion versus the seven-analyst average estimate of $82.4 billion. The reported number represents a year-over-year change of +9.8%.
- Net Sales- Subscription services: $13.12 billion compared to the $12.86 billion average estimate based on seven analysts. The reported number represents a change of +14% year over year.
- Net Sales- North America: $127.08 billion versus the seven-analyst average estimate of $127.14 billion. The reported number represents a year-over-year change of +10%.
- Net Sales- Advertising services: $21.32 billion versus $21.21 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +23.3% change.
- Net Sales- International: $50.72 billion versus $49.34 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +16.8% change.
- Net Sales- Third-party seller services: $52.82 billion compared to the $52.27 billion average estimate based on seven analysts. The reported number represents a change of +11.2% year over year.
View all Key Company Metrics for Amazon here>>>
Shares of Amazon have returned -3.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Amazon.com, Inc. (AMZN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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