Amazon earnings updates: Tariff impacts on e-commerce, AWS in focus for Wall Street

The Amazon logo on the façade of Amazon Germany's headquarters in Parkstadt Schwabing in Munich.Matthias Balk/picture alliance via Getty ImagesAmazon is on deck to report earnings on Thursday.Wall Street is expecting sales to clock in at $162 billion, with EPS of $1.33.Analysts will be listening for updates on AI, AWS, and the impact of tariffs on e-commerce.Online retail giant Amazon is next in line among the mega-cap Mag Seven to report earnings.Along with Apple, the tech titan will report results for the last quarter after the closing bell on Thursday.Wall Street is feeling bullish heading into the report, with focus on AI and the AWS segment, as well as any further details about how sellers on the platform are navigating tariffs.UBS calls the company the "most coiled" Big Tech name, and sees it poised to rally after the stock was revalued during the tariff sell-off this spring.Amazon stock is up 5% year-to-date through Wednesday's close.The results will be published shortly after the closing bell, with the analyst call scheduled for 5 p.m. ET.Amazon earnings estimate: Wall Street predicts sales of $162 billion, EPS of $1.33Second quarterNet sales estimate $162.15 billionEPS estimate $1.33Online stores net sales estimate $59.13 billionPhysical stores net sales estimate $5.49 billionThird-Party Seller Services net sales estimate $38.97 billionSubscription Services net sales estimate $11.92 billionAWS net sales estimate $30.77 billionNorth America net sales estimate $97.36 billionInternational net sales estimate $34.21 billionThird-party seller services net sales excluding F/X estimate+7.49%Subscription services net sales excluding F/X estimate +9.68%Amazon Web Services net sales excluding F/X estimate +17%Operating income estimate $16.97 billionOperating margin estimate 10.4%North America operating margin estimate +5.78%International operating margin estimate 1.87%Fulfillment expense estimate $25.74 billionSeller unit mix estimate 61.5%Third quarterNet sales estimate $173.25 billionOperating income estimate $19.41 billionCapital expenditure estimate $26.44 billionFull yearCapital expenditure estimate $104.42 billionRead the original article on Business Insider

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