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Amazon (AMZN) Tumbles as AWS Growth Lags; Retail and Ads Cushion Impact | GuruFocus | Login to see the signal | |
Amazon Holds Ground as Cloud Growth Slows, Retail Moat WidensSummaryAmazon's AWS growth slowed to 17% YoY, trailing Microsoft and Google, while retail strength, Prime penetration, ad revenue growth and warehouse robotics support margins. High capex and macro risks keep valuation and long-term upside uncertain. |
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Amazon (AMZN) Soars on Q2 Ad Revenue Surge as DSP and CTV Partnerships Pressure Rivals | Zacks | Login to see the signal | |
TTD vs. AMZN: Which Ad-Tech Stock is the Smarter Buy Now?SummaryAmazon’s ad business surged in Q2 2025 with 22% ad revenue growth; Amazon is scaling its DSP and CTV reach through partnerships, giving it an edge over pure-play ad tech rivals despite valuation concerns and an overall Hold rating. |
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