Amazon status: access issues and outage reports

Problems in the last 24 hours

The graph below depicts the number of Amazon reports received over the last 24 hours by time of day. When the number of reports exceeds the baseline, represented by the red line, an outage is determined.

Most Reported Problems

The following are the most recent problems reported by Amazon users through our website.

• Website Down (48%)
• Errors (28%)
• Sign in (24%)

Live Outage Map

The most recent Amazon outage reports came from the following cities:

City	Problem Type	Report Time
Prairieville	Website Down	6 hours ago
Manaus	Errors	11 hours ago
Cergy	Sign in	13 hours ago
Welver	Errors	13 hours ago
Paris	Errors	16 hours ago
Edison	Website Down	19 hours ago

Full Outage Map

Community Discussion

Tips? Frustrations? Share them here. Useful comments include a description of the problem, city and postal code.

Beware of "support numbers" or "recovery" accounts that might be posted below. Make sure to report and downvote those comments. Avoid posting your personal information.

Amazon Issues Reports

Latest outage, problems and issue reports in social media:

• 
  Hamza Mukhi (@MukhiHamza) reported 3 minutes ago

  The product is clearly eligible for replacement, but Amazon is refusing to provide one. Instead of honoring its own replacement policy, Amazon keeps showing errors and denying support. This is unfair to customers and feels like misleading service. Dear Indians, beware indians

• 
  Vibe Guessing (@VibeGuessing) reported 5 minutes ago

  @oguzerkan 2/2 And maybe micron is a $4 trillion company at that point, even with LTAs capping them, because the intelligence is going to be so much valued. That, of course, unless some alternative memory providers emerge or something like that. It's just a wild thing to see so much value creation and these companies don't really get to participate in it. And by these companies, I mean the hyperscalers. And it's just going to be incredibly interesting to see how the market values Anthropic and OpenAI. Particularly if Meta can get to the frontier and start to generate substantial revenue as well. Which I think to me, that's the biggest thing. If Meta can actually get to the frontier and show a data flywheel, then that's great. And I absolutely buy that people should have an individual superintelligence that's capable. And that's great that Meta on Q2 2026 earnings talked about the imperative of coding as well. It's just like Meta needs to show the ability to do that. I almost would say, looking past where things are now, it seems like from an operating cash generation perspective, assume Meta at $3 trillion valuation, let's say $1,000 per share plus. That feels like a base case. The question then beyond that is, well, what about all this other upside and opportunity? I do think that Meta needs to actually demonstrate massive products in this area. And even now, OpenAI with ramping codex presumably shows this is enormously valuable, and this can ramp a lot further. Meta absolutely needs to be showing that. And I buy the case on the Q2 2026 earnings that the first step is chatbots, and we're already past that. And there's a need for something that is truly useful for people. But, and I'm glad that Meta emphasizes enterprise opportunities, it really needs to be enterprise too, because there's only so much that a person can think to do. And it needs to be proactive. And clearly, these models are very spiky with coding. So anyways, it's, I think, really a measure of can one wait not just a year, not just two years, not three years, even five years, where this buildout is so massive, and there's so much debt loaded on there, that it becomes such a fascinating question of whether the value will accrue to these companies, at least from a market valuation perspective. It should. There is a gravity to having a lot of compute and how valuable that is, given the value of it should keep going up. Now, yes, if there's no compute constraints, as Josh Wolfe seems to really believe, then maybe the value of it goes down. But even in that case, at the frontier, if there's like this incremental value, and that can be applied in an incrementally super valuable way, then that's a big, big deal. Particularly if there's a data flywheel that causes that to be sustainably really importantly valuable. This all comes back to Coatue had spoken about this question of when will the value start to accrue to the people who are buying the compute, not just the people selling compute. I don't know that there's an answer to that yet. And I guess what would be wild is let's say OpenAI and Anthropic reach $3 trillion in valuation, even as they both do buildouts, and even as Amazon, Microsoft, and Meta are somewhat compressed. That just doesn't really make a lot of sense.

• 
  Andrew misses ari (@positonspetal) reported 5 minutes ago

  @UMG @arianaisbright FIX THE @amazon VINYL PRESALES

• 
  Hannes Phinney (@Hannesph) reported 9 minutes ago

  @ChrisPentzell I'm ordering more from Amazon right now! (oh wait, that's part of the problem)

• 
  DramaticCape (@DramaticCape0) reported 10 minutes ago

  amazon sent me a replacement and it has the same issue :(. ive reinstalled usb and controller drivers twice now, and used like 4 different cables idk what else to try. The tarantula I got is working but I think I do like xbox layout more

• 
  داز (@WaUTaught_Trick) reported 14 minutes ago

  Amazon please fix the video I mussy looking at my Grammy tv in Freeport rn

• 
  praveen khatri (@pkhatri77) reported 17 minutes ago

  @AmazonHelp Same promise you did in your last tweet but nothing happend why are you ppl wasting time of mine and yours if you are not capable of solving a issue wich is reported one month ago.

• 
  Eternally Yours (@Get_B44) reported 18 minutes ago

  With Amazon delaying sales, bump everything sale wise down 10k

• 
  Artheart213🔞 (@artheart213) reported 20 minutes ago

  Well once again the feeling of being a failure hit me like a sack of bricks today. So I’m not going to go into all the details but, I’m forced to live with family as I fix my credit. That covid mixed with a guy stealing 10k while I started my self employment career as an artist all hit me at once. My mom says I don’t want to work and I should get a real job because drawing isn’t going to cut it. Drawing, indie game development, starting book writing. I’m doing more creative things and taking more risks than if I was doing a 9-5. With that said even I know I need to clear my queue as well as my bills so I do Amazon Flex when I can. Low hours mixed with a wounded arm has limited that. I’m not making 100k which makes my mom mad. I can’t leave while I have debts either. I choose to stay here and clear as much debt as I can before moving out but apparently my family and friends think that’s stupid. One friend even saying your debt will follow you anyways. Yes because having 25k+ in debt and then add more bills is a smart *** idea. And that’s not even my student loans debt either which is another 50k. Now combine that with everything else and yeah I feel like a failure. No wife, no kids, barely making 40k+ a year I understand my mother. I’m not good enough so just give up and get a “real job” she doesn’t wish to take care of me. I buy my own food, pay my own bills, do my own work. But if I were to live alone, I’d be in my car. Idk man I just need a win.

• 
  DC1 (@Dieselcapital1) reported 21 minutes ago

  $amzn .. You pound $ into open AI and then open AI books servers from AWS and or amazon data centers. fcf is negative while you do so. If you slow down "spend" your revenue goes down. It seems hard for all of these companies to get off this customer financing hamster wheel.

• 
  the caterpillar of wonderland (@lunaredsunrise) reported 22 minutes ago

  @angelinaReal127 I want to go to the library with you one day Angelina and spend the whole day there. I won’t rent any books just reference and write down titles to buy from Amazon hardcover.

• 
  Polsia (@polsia) reported 25 minutes ago

  Win-rate reports are not profit reports. Margek is an always-on AI agent for Amazon, Walmart, eBay, and Shopify sellers — it reprices slow movers with demand signals, catches stockouts before they kill the Buy Box, and sends a daily dollar-denominated P&L. Coming soon.

• 
  TheValueist (@TheValueist) reported 27 minutes ago

  RETAIL, GROCERY, PHARMACY AND LOGISTICS AMAZON’S PERISHABLES BREAKTHROUGH IS A DIRECT THREAT TO GROCERY MARKETPLACES AND ON-DEMAND DELIVERY (READ-THROUGH 11) AFFECTED COMPANIES: Maplebear Inc./Instacart (CART: United States), DoorDash Inc. (DASH: United States), Uber Technologies (UBER: United States), Walmart Inc. (WMT: United States), The Kroger Co. (KR: United States) DIRECTIONAL IMPACT AND MAGNITUDE: Negative, high for Instacart; negative, medium-high for DoorDash and Uber; negative, medium for Walmart and Kroger. TIME HORIZON: Near-term sentiment and valuation catalyst for grocery-delivery platforms; high-impact multi-year competitive shift in customer frequency, basket ownership and delivery economics. CALL SUPPORT: Amazon said its grocery business exceeded $150 billion in 2025 gross merchandise sales, making it the 2nd-largest U.S. grocer. Same-day perishables are available in approximately 2,300 U.S. cities and towns. Monthly active perishables customers increased more than 50% since the beginning of 2026, and same-day orders containing perishables averaged more than 3x as many units as other same-day orders. Amazon Now gross sales and units increased more than 80% quarter-over-quarter, with customers served increasing more than 60%. The most important disclosure is that Amazon appears to have found a scalable mass-market perishables model using its existing same-day facilities. Amazon has experimented with grocery formats for years, but management described this approach as a “real needle mover” that is changing the trajectory of the everyday-essentials business. Instacart faces the greatest exposure. Amazon can combine grocery selection, Prime membership, first-party delivery, advertising, payments and broader retail purchasing within a single ecosystem. Instacart’s marketplace value depends on aggregating grocers, customers and delivery capacity. Amazon’s direct perishables offering reduces the need for an intermediary and can pressure customer acquisition costs, delivery fees and retailer take rates. The 3x unit count per order is strategically important. Larger baskets improve route economics, picking productivity, fulfillment utilization and advertising opportunities. Grocery also increases purchase frequency, making Amazon a more habitual destination for household spending rather than primarily a discretionary-commerce platform. DoorDash and Uber face a broader convenience-commerce threat. Amazon Now is expanding 30-minute delivery across thousands of essentials and is already available in more than 250 cities and towns across 9 countries. Amazon can subsidize this service through Prime, advertising, seller fees and broader retail economics, while DoorDash and Uber must demonstrate attractive economics within delivery and marketplace segments. Walmart and Kroger face a more conventional competitive threat in grocery share and fulfillment cost. Amazon’s national same-day network reduces the historical advantage of store proximity. Both companies will need to continue investing in automated fulfillment, pickup, delivery, membership programs and price to defend frequency. Walmart remains better positioned than other incumbents because of its physical network, grocery scale, purchasing power and existing membership offering. Kroger is more exposed to incremental delivery and technology spending because its economic model is more concentrated in grocery. Amazon did not disclose grocery contribution margins, spoilage, labor intensity or delivery profitability. The service may remain margin dilutive for Amazon during expansion. That uncertainty does not reduce the competitive read-through for peers. A competitor willing to prioritize frequency and ecosystem value can pressure industry margins even before its own grocery economics are fully optimized. AMAZON HAUL IS A CREDIBLE PLATFORM-SCALE RESPONSE TO TEMU’S LOW-PRICE WEDGE (READ-THROUGH 12) AFFECTED COMPANIES: PDD Holdings (PDD: China) DIRECTIONAL IMPACT AND MAGNITUDE: Negative, high for Temu’s U.S. customer-acquisition economics and long-term differentiation. TIME HORIZON: Near-term trading and sentiment catalyst; multi-year pressure on customer retention, marketing intensity and gross margin. CALL SUPPORT: Amazon said it expanded Amazon Haul’s ultra-low-price U.S. selection by nearly 20x since launch and now offers more than 6 million items priced below $10. Amazon is directly attacking the low-price selection advantage that allowed Temu to acquire U.S. customers rapidly. Temu’s consumer proposition has relied on unusually low prices, broad cross-border assortment and aggressive marketing. Amazon Haul narrows the selection and price gap while adding Amazon’s trusted payments, customer-service infrastructure, reviews, seller ecosystem and established consumer relationship. The most important economic advantage is distribution. Amazon does not need to acquire a new user for every Haul transaction. It can introduce low-price inventory to hundreds of millions of existing customers and monetize the resulting activity through advertising, seller services, payments and future purchases. PDD may need to sustain higher subsidies, advertising spending and promotional intensity to preserve traffic. If Amazon matches a larger portion of Temu’s assortment while providing a more familiar purchasing environment, Temu’s customer-acquisition cost can rise and repeat-purchase economics can weaken. Amazon’s entry may also make low-price cross-border commerce less differentiated. The same sellers can potentially access consumers through Amazon’s marketplace, allowing Amazon rather than Temu to capture advertising, fulfillment and seller-service economics. The principal offset is that Amazon must maintain product quality, compliance, seller screening and customer trust across millions of low-priced items. Temu may retain an advantage in extreme price points and direct sourcing. The high-conviction read-through is nevertheless negative because Amazon has demonstrated the willingness and platform scale to neutralize a core component of Temu’s U.S. value proposition. AMAZON PHARMACY IS BEGINNING TO PRESSURE RETAIL PHARMACY TRAFFIC AND DISCOUNT INTERMEDIARIES (READ-THROUGH 13) AFFECTED COMPANIES: CVS Health Corporation (CVS: United States), GoodRx Holdings (GDRX: United States) DIRECTIONAL IMPACT AND MAGNITUDE: Negative, medium-high for retail-pharmacy traffic over the longer term; negative, medium for prescription-discount intermediaries. TIME HORIZON: Limited immediate earnings impact because Amazon did not disclose the absolute customer base; potentially meaningful 3-5-year shift as same-day prescription availability expands. CALL SUPPORT: Amazon Pharmacy more than doubled new-customer additions during the first 6 months of 2026, increased same-day prescription deliveries nearly 5x, and generated approximately $250 million of customer out-of-pocket savings, more than 400% above the prior year. Amazon’s pharmacy proposition is becoming more differentiated through logistics rather than merely price. Same-day prescription delivery integrates pharmacy into the same convenience network used for groceries, household essentials and general merchandise. That can remove one of the remaining reasons for consumers to visit a physical pharmacy. CVS faces risk to both prescription volume and front-store traffic. A transferred prescription eliminates not only pharmacy revenue but also the associated opportunity to sell convenience products, health items and general merchandise during store visits. The effect may be amplified if Amazon uses Prime and broader shopping data to drive adherence, refills and cross-category purchasing. Amazon’s out-of-pocket savings disclosure indicates that price is also becoming a relevant customer-acquisition tool. This can pressure GoodRx because Amazon combines price transparency and discounts with dispensing and delivery. GoodRx remains useful across a broad pharmacy network, but Amazon can provide a more integrated consumer experience without requiring the patient to search separately for a discount and then visit another provider. The current magnitude remains difficult to quantify because Amazon disclosed growth rates rather than prescription count, revenue or market share. The high-conviction read-through is directional: customer acquisition and delivery growth are sufficiently rapid to create a credible long-term competitive threat, particularly in urban and suburban regions covered by same-day logistics. AMAZON IS EVOLVING FROM A SHIPPER INTO A THIRD-PARTY SUPPLY-CHAIN COMPETITOR (READ-THROUGH 14) AFFECTED COMPANIES: United Parcel Service (UPS: United States), FedEx Corporation (FDX: United States), GXO Logistics (GXO: United States), DHL Group (DHL: Germany) DIRECTIONAL IMPACT AND MAGNITUDE: Mixed in the near term because carrier pricing is benefiting from linehaul constraints; negative, medium-high over the longer term as Amazon commercializes its network for external customers. TIME HORIZON: Modest immediate revenue impact; potentially material 3-7-year competitive shift across fulfillment, transportation and contract logistics. CALL SUPPORT: Amazon launched Supply Chain Services, allowing external businesses to move, store and deliver products “from raw materials to finished products” using Amazon’s logistics network. Early customers include Procter & Gamble, 3M, Lands’ End and American Eagle Outfitters. Amazon also delivered more than 40% more items globally on a same-day or overnight basis during the first half of 2026. Management separately cited higher linehaul rates caused by driver-capacity limitations. The named customer list materially increases the credibility of Amazon’s external logistics strategy. Procter & Gamble and 3M are complex global manufacturers, while Lands’ End and American Eagle are established retailers. These are not merely small marketplace sellers using basic fulfillment. Their participation suggests that Amazon is targeting broader enterprise supply-chain workflows. GXO faces the clearest direct overlap because Amazon is offering warehousing, inventory movement, fulfillment and end-to-end logistics services. Amazon can use technology and volume generated by its own retail business to achieve utilization levels that a standalone contract-logistics provider may struggle to match. UPS, FedEx and DHL face longer-term parcel and transportation risk. Amazon has already internalized a large portion of its own delivery volume. Commercializing that network allows Amazon to compete for third-party packages and enterprise logistics accounts, increasing the risk that external carriers lose both Amazon-related volumes and unrelated customer business. The immediate read-through is more balanced. Amazon experienced higher linehaul rates because of driver-capacity limitations, which indicates near-term pricing support for transportation providers. Carriers may benefit from stronger contract rates and constrained capacity before Amazon expands enough internal capability to reduce reliance on third parties. The long-term strategic direction is negative. As Amazon’s same-day network becomes denser, the marginal cost of adding external packages can decline. External customer volume can also improve route density and asset utilization, reinforcing the competitiveness of Amazon’s own delivery network. The cross-portfolio implication is significant: consumer-goods and retail companies are increasingly willing to use Amazon as an infrastructure provider even when Amazon is also a major retail channel and potential competitor. This lowers the organizational barrier that previously limited adoption of Amazon-operated logistics services. SATELLITE AND TELECOMMUNICATIONS AMAZON LEO CREATES A NEW ENTERPRISE AND GOVERNMENT COMPETITOR IN SATELLITE BROADBAND (READ-THROUGH 15) AFFECTED COMPANIES: Viasat Inc. (VSAT: United States), EchoStar Corporation (SATS: United States) DIRECTIONAL IMPACT AND MAGNITUDE: Negative, medium-high over the longer term. TIME HORIZON: Near-term sentiment catalyst as initial service begins; potentially material multi-year market-share and pricing pressure in enterprise, government and remote-connectivity markets. CALL SUPPORT: Amazon Leo had nearly 400 satellites in orbit, enough to begin initial satellite internet service during 2026. Management cited meaningful revenue commitments from enterprise and government customers and more than 20 partners capable of extending the network globally. The disclosure moves Amazon Leo from a capital-development project toward commercial service. The presence of enterprise and government commitments before full-scale deployment indicates that Amazon has identified initial demand and can use AWS customer relationships to accelerate adoption. Viasat and EchoStar face direct competitive pressure in remote broadband, aviation, maritime, government and enterprise connectivity. A low-Earth-orbit network can offer lower latency than traditional geostationary systems, while Amazon can bundle connectivity with AWS infrastructure, security, data services and government-cloud relationships. Amazon’s partner network is strategically important. More than 20 partners reduce the need to build every local distribution, installation and service capability internally. This can accelerate geographic expansion and allow Leo to reach customers through existing telecom and systems-integration relationships. Amazon also has greater capacity to tolerate an extended investment period than many satellite incumbents. The company can evaluate Leo through strategic benefits to AWS, government relationships, logistics, devices and global connectivity rather than requiring immediate standalone satellite margins. The near-term financial impact on Viasat and EchoStar is likely limited because approximately 400 satellites support only an initial service footprint rather than a fully mature global network. Launch execution, regulatory approvals, user-terminal cost, network density and capital requirements remain significant uncertainties. The longer-duration competitive direction is negative. Amazon’s entry increases available capacity, raises customer expectations for latency and integration, and creates another well-capitalized bidder for enterprise and government contracts. Incumbents may face lower pricing, higher retention spending and increased investment requirements before Leo reaches full scale. PORTFOLIO-LEVEL PRIORITIZATION The highest-conviction immediate positive read-throughs are concentrated in memory, enterprise storage and the power-delivery value chain. Amazon’s willingness to increase CapEx by approximately $20 billion because of memory inflation while remaining unable to satisfy demand provides unusually strong evidence of pricing power and volume durability for Micron, SK hynix and Samsung Electronics. Seagate, Western Digital and Sandisk benefit from the associated expansion in AI data, object storage and vector-database requirements. Eaton, Vertiv, Quanta Services, GE Vernova and selected power generators receive multi-year demand visibility from Amazon’s 2027 capacity plan and existing 2028 reservations. Arm receives one of the cleanest structural positives in the call. Graviton adoption, commitment growth and AI-related CPU pull-through support the expansion of Arm architecture into enterprise servers. Intel is the clearest structural loser, while AMD faces a more moderate but still material constraint on its server-CPU opportunity. NVIDIA is not a clean negative read-through. The near-term conclusion is strongly positive because Amazon’s capital budget is rising, customer demand remains unmet, and management explicitly expects substantial NVIDIA usage to continue. The negative implication is longer-duration: Trainium has reached sufficient customer validation to create pricing leverage and potential share pressure, particularly if Amazon begins selling chips outside AWS. The most important hyperscaler conclusion is that AI CapEx is increasingly supported by multi-year customer commitments and attractive project-level payback periods, but the free-cash-flow burden will persist longer than previously expected. Microsoft, Alphabet and Oracle receive positive demand validation, while Meta receives less direct support because its infrastructure is monetized internally rather than through contracted cloud customers. The most actionable software negatives are concentrated in companies whose products can be absorbed into a broader cloud platform. NICE and Five9 face direct pressure from Amazon Connect. Tenable, Qualys and Rapid7 face a credible threat from AWS Continuum’s integration of vulnerability detection, prioritization, validation and remediation. Salesforce, ServiceNow, Atlassian, Microsoft and GitLab face a more gradual control-point risk as Quick and Kiro position AWS agents above existing systems of record and developer tools. Amazon’s advertising performance is a meaningful competitive negative for Alphabet, Meta, Pinterest and The Trade Desk. The combination of 26% growth, closed-loop transaction data, agentic shopping and sold-out sports inventory supports continued budget share gains across both performance and brand advertising. Within consumer and commerce exposures, Instacart faces the most direct negative read-through. Amazon’s same-day perishables model attacks the core value proposition of grocery aggregation and delivery while using Prime and existing logistics to lower customer-acquisition costs. PDD faces a separate but significant risk from the rapid expansion of Amazon Haul. CVS and GoodRx face a slower-developing threat from same-day prescription delivery and integrated consumer savings. The longest-duration negatives are concentrated in logistics and satellite connectivity. Amazon Supply Chain Services is still early, but adoption by Procter & Gamble, 3M, Lands’ End and American Eagle demonstrates enterprise credibility and creates a strategic threat to GXO, UPS, FedEx and DHL. Amazon Leo has not yet reached full commercial scale, but initial enterprise and government commitments create a credible competitive overhang for Viasat and EchoStar.

• 
  Amazon Help (@AmazonHelp) reported 28 minutes ago

  @punishedsid We encourage not including personally identifiable information over social media. If you’d like to delete your post, click the "v" or "..." icon at the top of the post and select "Delete Post." If you're on the chat window in the Amazon Shopping app, you can dismiss the Alexa for Shopping screen either by swiping down the chat window, by clicking on the Alexa icon in the bottom of your app, or clicking on the down arrow in the top of the chat window. If you're on the Amazon website, you can close the Alexa screen by clicking on the Alexa button on top of your browser screen, or clicking on the down arrow in the top right hand corner of the chat window. -Emily

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  𝐫𝐚𝐦𝐨𝐥𝐢𝐞⸆⸉ (@ramoliegrande) reported 30 minutes ago

  @amazon FIX THIS **** AND SHIP PETAL

• 
  ₿ig Ghost (@herrenpower) reported 33 minutes ago

  Listening to @ivanhodl break down @paybox_xyz and I think most people are missing what’s actually being built. This isn’t crypto payments. It’s infrastructure for how humans interact with commerce. Right now, every need means a new app, a new login, a new interface. Food, rides, flights, shopping. It’s fragmented and exhausting. Paybox is betting on one shift: chat becomes the front door. You don’t open Uber. You tell Claude “get me a ride.” It handles discovery, pricing, and payment. You approve. Done. Same flow for flights, food, subscriptions, bills. The apps don’t disappear. Their UI just stops mattering. Uber still runs rides. Amazon still runs logistics. Paybox becomes the transaction layer connecting everything. The real objection isn’t AI capability. It’s trust. What happens when the agent makes a mistake? Paybox’s approach is simple: don’t rely on trust, enforce constraints. Scoped credentials. Approval modes (manual vs autonomous). One-time virtual cards instead of exposing full balances. The system is designed so the agent can’t exceed what you authorize. For irreversible actions (like on-chain trades), the answer isn’t reversal, it’s prevention: slippage limits, confirmations, tight permissions. Where this gets interesting is distribution. Today, Paybox curates the marketplace. Long term, if this becomes an open marketplace where anyone can plug in airtime, bills, rides, off-ramps, and get paid through chat. At that point, Paybox doesn’t chase merchants. Merchants compete to be accessible through Paybox. And adoption won’t come from convincing users directly. It’ll come from becoming infrastructure banks and platforms integrate into. People don’t trust new systems. They trust familiar brands using new systems. Bottom line: Paybox isn’t just a wallet. It’s early infrastructure for a world where “download our app” is no longer the default. Chat becomes the interface. Everything else becomes backend.

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  Joseph Boleyjack (@Jets23405) reported 34 minutes ago

  @CordCuttersNews We urge Amazon to acquire TBS ,TNT,TRUTV,CARTOON NETWORK,CNN, HBO & CINEMAX AND WARNER BROS STUDIOS. FROM PARAMOUNT. PROBLEM SOLVED.

• 
  Jukan (@jukan05) reported 38 minutes ago

  【Tianfeng Securities Overseas Tech】Amazon Earnings Commentary: A Virtuous Cycle Is Beginning Amazon is following a path similar to Google’s. After a sufficient correction in the share price, the market has begun to respond positively to accelerating revenue growth and improving visibility into return on investment (ROI), even though near-term free cash flow remains negative. The key fundamental takeaways are as follows. For the first time, Amazon systematically explained the payback model for its capital expenditures (CapEx). Servers and networking equipment are typically purchased only a few months before deployment, allowing the company to withhold orders if demand weakens. The average payback period is less than three years, while the equipment has a useful life of at least five to six years. Moreover, most of its current AI capacity is covered by contracts with terms of at least five years. Data centers require investment roughly two years in advance, but they have useful lives exceeding 30 years and can accommodate five to six generations of servers. The point is that long-lived data-center assets can be reused repeatedly, while shorter-cycle server purchases benefit from strong demand visibility. Amazon therefore does not believe it is making a speculative bet on demand without orders in hand. The company acknowledged that near-term free cash flow would be very weak, but sought to demonstrate that this reflects a timing mismatch between revenue recognition and capital expenditure rather than a lack of returns from the projects themselves. The message may be that the market should not dismiss AI investment based solely on fluctuations in a single quarter’s free cash flow. The increase in CapEx, from $200 billion to $220 billion, was explicitly attributed to higher memory prices. Cost inflation is therefore more likely to create a near-term timing mismatch in profitability. Although Amazon did not provide specific figures for 2027 or 2028, it offered qualitative guidance on demand. Most of its 2027 capacity has already been reserved, and demand for 2028 also appears substantial. The company also expects its power availability and capacity to double by the end of 2027 compared with 2025 levels. Amazon is also exploring external sales of Trainium. It made clear that not having the most powerful frontier model would not be a problem. The company does not need to bet correctly on a single winner; it only needs to ensure that different models ultimately run on AWS. The more commoditized AI models become, the greater the value of a “model supermarket” such as Bedrock and the AWS infrastructure platform. AWS has entered a phase in which additional capacity is coming online and revenue growth is accelerating. Revenue grew 37%, marking the fifth consecutive quarter of accelerating growth. Revenue increased by $4.6 billion quarter over quarter, bringing annualized revenue to $169 billion. This acceleration is not a low-base rebound; it is occurring on top of an already very large revenue base. $AMZN

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  jazmine. (@1JAESTACKS) reported 38 minutes ago

  i order something on amazon everyday i have a real problem

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  SquintyRamen (@SquintyRamen) reported 42 minutes ago

  @FLEXjss There are sunglasses you can get that fit over your glasses if you want a quick fix for the car. I got a pair from Walmart. They probably have them on Amazon but better to try them first because they may not fit if your glasses frames are very big or too long lengthwise.

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  AntiChrist (@AntiChrist_Bst) reported 43 minutes ago

  @jimcramer Fool Apple will go higher and Amazon looks terrible.

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  Patrick Cassady (@RuleOfSaints) reported 44 minutes ago

  @RachelToRome I started refusing to do business with companies with bad customer service in foreign countries 20 years ago. The only one that is hard to get rid of is Amazon, but Amazon's good return policies and terrible local retail price gouging keeps me doing business with Amazon.

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  TheKinoGrove 🍊🍊🍊 (@TheKinoGrove) reported 44 minutes ago

  He’s down so bad, I’m willing to bet every link is an amazon affiliate code

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  Adam Patti (@adampatti) reported 48 minutes ago

  The tell in today's chip rally is what triggered it: not a memory data point, but Amazon and Microsoft cloud earnings. Think about what that means. The memory names round-tripped 20% in a week on news about their customers' customers, while nothing in the actual supply-demand picture for memory changed. That is the structure of this whole sector right now. The fundamentals move in years, contracts, fab capacity, multi-year shortages. The equities move in days, on sentiment that arrives through someone else's earnings call. Same asset, two clocks. The discipline is refusing to let the fast clock tell you what the slow one is doing.

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  Mina (@TradesByMina) reported 52 minutes ago

  $AAPL is down after hours while $AMZN is climbing. Tomorrow’s battle: does the market follow Apple lower or Amazon higher? 🍿

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  SasoEquity (@saso_capital) reported 52 minutes ago

  My key takeaways from $AMZN (Amazon) Q2 2026 earnings call. 1. AWS reaccelerated hard and is the entire story. $42.2B revenue, +37% YoY, fastest growth in 18 quarters. Annualized run rate now $169B. Operating income $16.6B with a 39% margin (up from 33% a year ago). AWS now contributes the majority of Amazon’s operating profit. This is the cleanest reacceleration print of the AI cycle so far. 2. AI and custom chips each crossed $25B annualized run rates. Both growing triple digits. Jassy explicitly linked AI spend to higher core AWS consumption, customers adopting AI are also pulling more traditional compute, storage, and networking. The flywheel is visible in the numbers. 3. CapEx raised again, and demand still exceeds supply. 2026 CapEx guided to $220B (up from the prior $200B plan). Jassy was blunt: even at this level, Amazon will not have enough capacity to meet all customer demand this year. Memory costs were cited as a key driver of the increase. Same capacity-constrained message we heard from $MSFT and $META. 4. Free cash flow is the clear cost of the build. TTM free cash flow swung to a $7.6B outflow, driven by a $66B year-over-year jump in net CapEx for AI infrastructure. Operating cash flow remains very strong ($161B TTM), but the cash conversion is being deliberately sacrificed for capacity. 5. Retail and Advertising remain solid supporting actors.North America +16% to $116B, operating income $9.1B. International +15%. Advertising +26%. Record delivery speeds (40%+ more same-day/overnight items for Prime members). Grocery and Everyday Essentials outgrowing the rest of the store. The consumer business is not the growth engine, but it is not a drag either. 6. Q3 guidance was the only soft spot.
Revenue $197–202B (9–12% growth). Operating income $22.5–26.5B. The growth rate steps down from the 20% just delivered, partly due to tougher comps and the timing of Prime Day. The market largely looked through it given the AWS strength. 7. Jassy’s framing was confident and capacity-focused. He repeatedly emphasized that AWS is “booming,” that AI is driving both direct and indirect demand, and that the company is investing ahead of a multi-year opportunity. The tone was closer to “we cannot build fast enough” than “we hope the spend pays off.” 8. Net income was inflated by the Anthropic mark-up. $62.6B net income / $5.75 EPS included a large non-operating gain from the Anthropic investment. The operating picture ($27.5B) is the cleaner number to focus on. Bottom line: A high-quality beat led by a decisive AWS reacceleration to 37%. The market correctly focused on the growth rate and the still-unmet demand rather than the CapEx increase or the temporary FCF hit.

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  XYZ Alerts (@XYZalerts) reported 56 minutes ago

  Inside Today's Market Part II: Thurs July 2026 2. Michael Burry is betting against chip stocks The investor famous for predicting the 2008 housing crash has reportedly increased his bearish bets on semiconductor stocks, signaling he expects more downside in the sector. 3. South Korea doubles down on AI South Korea announced plans to inject approximately $14 billion into its sovereign wealth fund to invest in AI data centers and infrastructure. The announcement helped fuel a powerful rebound in South Korean AI stocks after one of the worst selloffs in years. SK Hynix and Samsung Electronics both jumped more than 25%, while the KOSPI rallied over 16% as investors rushed back into AI-related names. 4. Amazon $AMZN Q2 2026 Earnings: Amazon delivered another impressive quarter: • Revenue: $200.6B vs. $196.2B expected • EPS: $5.75 vs. $1.81 expected • AWS Revenue: $42.2B vs. $40.6B expected • Operating Income: $27.5B vs. $23.5B expected Amazon also revealed that AWS's AI business now generates more than $25 billion in annual revenue, highlighting how quickly demand for AI infrastructure continues to grow. Although Q3 guidance came in slightly below expectations, investors focused on the strong results, sending the stock sharply higher after hours. 5. Apple $AAPL Q3 FY2026 Earnings: Apple also beat expectations: • Revenue: $109.4B vs. $108.9B expected • EPS: $2.02 vs. $1.89 expected • iPhone Revenue: $54.3B vs. $53.6B expected • Mac Revenue: $10.4B vs. $8.6B expected The only notable weakness was China revenue, which missed expectations. Apple also increased research & development spending by 32% year over year, showing it continues investing heavily in future products and AI. 6. Reddit $RDDT Q2 2026 Earnings: Reddit continues its impressive growth: • Revenue: $805M vs. $731M expected • EPS: $1.25 vs. $0.96 expected • EBITDA: $343M vs. $298M expected • Daily Active Users: 130.3M (+18% YoY) The company also issued stronger than expected guidance and said it has now surpassed $1 million in annual revenue per employee, highlighting the strength of its advertising business and growing user base.

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  Alva (@AlvaApp) reported 56 minutes ago

  Amazon stocks rose 7.61% after its earnings. Why? The answer is AWS, but the quarter also came with a major cash-flow warning. Here’s what investors need to know about $Amazon earnings today: 1/ Summary The quarter ultimately comes down to three numbers: • 37% AWS growth • 39.4% AWS margin • -$7.6B free cash flow AWS delivered an excellent quarter and operating profit crushed expectations, but the cash-flow bill is impossible to ignore. 2/ Ignore the headline EPS beat Amazon reported EPS of $5.75 versus roughly $1.82 expected. But net income included a $53.4B pre-tax non-operating gain, primarily from its Anthropic investment. So note that this is a paper gain, not operating profit. 3/ The underlying business still crushed expectations • Revenue: $200.6B vs $197.0B expected • Operating income: $27.5B vs $23.6B • Operating margin: 13.7% • Operating-income growth: 43% All three segments were profitable: • AWS: $16.6B • North America: $9.1B • International: $1.7B The great beat was operating income 4/ AWS accelerated hard AWS revenue reached $42.2B, up 37% year over year, its fastest growth in 18 quarters. Last quarter, AWS grew 28%. One year ago, it grew 17%. AWS also generated a 39.4% operating margin, while Amazon’s AWS AI and chips businesses each exceeded a $25B annual revenue run rate. This is evidence that AI infrastructure spending is producing revenue and profit. So simply put, Amazon is generating more cash than ever, but spending it even faster. 5/ Guidance wasn’t clean Amazon guided Q3 revenue to $197B-$202B. The $199.5B midpoint is about 2.2% below the $203.9B pre-print consensus. So the quarter was excellent, but the forward setup still carries retail-growth and spending risk. Alva’s read: Amazon is proving that AI capex can produce rapid growth and high-margin revenue. It has not yet proved that the AI buildout can fund itself. That is the important difference between Amazon and other aggressive AI spenders: AWS is already showing measurable returns, but free cash flow shows how expensive those returns are. 6/ What to watch next • Can AWS sustain growth near 37%? • When does infrastructure spending peak? • When does free cash flow turn positive again? • Why did Q3 revenue guidance miss consensus? Bottom line is, this is an excellent AWS quarter, excellent operating-profit beat, misleading headline EPS, and a massive (but currently productive) AI investment cycle. The bull case survives as long as AWS growth keeps outrunning the infrastructure bill.

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  bitk0rns (@bitk0rns) reported 58 minutes ago

  @Blackwellboy Get a slow ship one from a seller directly? Thru Amazon was fine for me.

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  PONYTAILNATOR ꕤ｡˚⋆♡ (@callmehaiderr) reported 59 minutes ago

  @TheGrandeTop10 @amazon fix urself