Bourbon Capital
$AMZN Net sales up 14% YoY $213.4B vs Est $211.49
AWS sales up 24% YoY
North America Sales up 10%
International sales 17% YoY
EPS $1.95 vs Est $1.96
Advertising growing 22%
AWS growing 24% (our fastest growth in 13 quarters) https://t.co/KRpur3rr0W
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App Economy Insights
$AMZN Amazon Q4 FY25:

• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.

☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
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The Transcript
Amazon Segments YoY net sales growth (FY25)
—North America: +10%
—International: +13%
—AWS: +20%
—Consolidated: +12%

Operating margins (FY25)
—North America: 6.9%
—International: 2.9%
—AWS: 35.4%
—Consolidated: 11.2%

$AMZN https://t.co/p1Mjy2vfKu
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Fiscal.ai
Atlassian CEO:

"We believe our shares are significantly undervalued. We’re using our strong free cash flow to opportunistically repurchase our stock."

$TEAM https://t.co/YJAiJfdJ4t
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App Economy Insights
☁️ AWS visualized $AMZN https://t.co/FPXOK45UZK
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The Transcript
Bill CEO: "We delivered a strong Q2, with a significant beat on revenue and profitability..."

CFO: "We accelerated core revenue growth while strengthening our margin profile."

$BILL: +15% AH https://t.co/v6OA2qRFhY
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The Transcript
$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8
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God of Prompt
RT @godofprompt: Everyone's hyping Claude Skills API.

Nobody's talking about the fact that you're running production code inside a black box you can't see, can't debug, can't control.

And you're locked to one model forever.

There's an open-source alternative that fixes this shit.
https://t.co/r6Sg8MXzMI
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Bourbon Capital
$AMZN AWS casually growing 24% (The fastest growth in 13 quarters) https://t.co/0FXvGpcKcw
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Bourbon Capital
I'm gonna buy all your $AMZN shares
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