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AMZN
Consumer DiscretionaryAmazon.com, Inc.
Internet Retail
Next Earnings: Q4 2025
Thursday, February 5, 2026
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AMZN EPS History & Predictions
Actual
Consensus
Wall Street
$1.97consensus
GPT-5.2
$2.13▲
Gemini 3 Pro
$2.19▲
Claude-opus
$2.28▲
Grok-4
$2.08▲
Q4 2025 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$2.13
Revenue
$213.80B
Conf.
56%Click for details →
Gemini 3 Pro
openrouterEPS
$2.19
Revenue
$221.85B
Conf.
92%Click for details →
Claude-opus
openrouterEPS
$2.28
Revenue
$194.50B
Conf.
78%Click for details →
Grok-4
openrouterEPS
$2.08
Revenue
$214.50B
Conf.
85%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $2.13 | $213.80B | +8.1% | 56% | |
Gemini 3 Proopenrouter | $2.19 | $221.85B | +11.2% | 92% | |
Claude-opusopenrouter | $2.28 | $194.50B | +15.7% | 78% | |
Grok-4openrouter | $2.08 | $214.50B | +5.6% | 85% | |
| Wall Street Consensus | $1.97 | $211.05B | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$1.57
Last Reported EPS
$1.98
Last Surprise
26.11%
Report Date
10/31/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q3 2025 | 10/31/2025 | 1.98 | 1.57 | 26.11 |
| Q2 2025 | 8/1/2025 | 1.71 | 1.31 | 30.53 |
| Q1 2025 | 5/2/2025 | 1.62 | 1.37 | 18.25 |
| Q4 2024 | 2/7/2025 | 1.90 | 1.49 | 27.52 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q4 2025
All values in Billions (USD) unless otherwise noted
AI Projections | ||||||||
|---|---|---|---|---|---|---|---|---|
| Line Item | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | GPT-5.2Q4 2025 | Gemini 3 ProQ4 2025 | Claude-opusQ4 2025 | Grok-4Q4 2025 |
| Revenue | ||||||||
| Revenue | 187.8 | 155.7 | 167.7 | 180.2 | 213.8+18.7% | 221.8+23.1% | 194.5+8.0% | 214.5+19.1% |
| Cost Of Revenue | 98.89 | 76.98 | 80.81 | 88.67 | 105.4+18.9% | 114.3+28.8% | 97.50+10.0% | 103.8+17.1% |
| Cost & Gross Profit | ||||||||
| Gross Profit | 88.90 | 78.69 | 86.89 | 91.50 | 108.4+18.5% | 107.6+17.6% | 97.00+6.0% | 110.7+21.0% |
| Cost And Expenses | 166.6 | 137.3 | 148.5 | 162.7 | 189.3+16.3% | 194.8+19.7% | 170.3+4.6% | 188.8+16.0% |
| Operating Expenses | ||||||||
| Research And Development Expenses | 23.57 | 22.99 | 27.17 | 28.96 | 32.00+10.5% | 30.50+5.3% | 25.50-12.0% | 34.40+18.8% |
| General And Administrative Expenses | 2.86 | 2.63 | 2.96 | 2.88 | 3.40+18.3% | 3.50+21.7% | 3.05+6.1% | 34.00 |
| Selling And Marketing Expenses | 13.12 | 9.76 | 11.42 | 11.69 | 15.20+30.1% | 14.00+19.8% | 13.15+12.5% | 15.60+33.5% |
| Selling General And Administrative Expenses | 15.99 | 12.39 | 14.38 | 14.56 | 17.50+20.2% | 17.50+20.2% | 16.20+11.3% | 17.40+19.5% |
| Other Expenses | 28.14 | 24.90 | 26.18 | 30.55 | 33.20+8.7% | 32.60+6.7% | 31.10+1.8% | 35.00+14.6% |
| Operating Expenses | 67.70 | 60.29 | 67.72 | 74.08 | 83.90+13.3% | 80.60+8.8% | 72.80-1.7% | 85.00+14.7% |
| Interest Expense | 0.570 | 0.541 | 0.516 | 0.538 | 0.620+15.2% | 0.550+2.2% | 0.560+4.1% | 0.580+7.8% |
| Total Other Income Expenses Net | 1.13 | 3.27 | 1.69 | 10.75 | 2.50-76.7% | 1.00-90.7% | 1.80-83.3% | -12.00-211.6% |
| Income Tax Expense | 2.33 | 4.55 | 2.68 | 6.91 | 3.51-49.2% | 4.20-39.2% | 2.95-57.3% | 7.80+12.9% |
| Other Income/Expense | ||||||||
| Net Interest Income | 0.678 | 0.525 | 0.569 | 0.562 | 0.730+29.9% | 0.650+15.7% | 0.590+5.0% | 0.670+19.2% |
| Interest Income | 1.25 | 1.07 | 1.08 | 1.10 | 1.35+22.7% | 1.20+9.1% | 1.15+4.5% | 1.25+13.6% |
| Non Operating Income Excluding Interest | -1.72 | -3.81 | -2.20 | -11.29 | 1.77+115.7% | 0.350+103.1% | 1.21+110.7% | -2.00+82.3% |
| Other Adjustments To Net Income | 0 | 0 | 0 | -0.073 | 0+100.0% | 0+100.0% | 0+100.0% | 0+100.0% |
| Net Income & EPS | ||||||||
| Operating Income | 21.20 | 18.41 | 19.17 | 17.42 | 24.50+40.6% | 27.00+55.0% | 21.70+24.6% | 25.70+47.5% |
| Income Before Tax | 22.33 | 21.68 | 20.86 | 28.17 | 27.00-4.2% | 28.00-0.6% | 23.50-16.6% | 31.80+12.9% |
| Net Income From Continuing Operations | 20.00 | 17.13 | 18.18 | 21.26 | 23.49+10.5% | 23.80+11.9% | 24.80+16.7% | 24.00+12.9% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 20.00 | 17.13 | 18.16 | 21.19 | 23.49+10.9% | 23.80+12.3% | 24.80+17.1% | 24.00+13.3% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 20.00 | 17.13 | 18.16 | 21.19 | 23.49+10.9% | 23.80+12.3% | 24.80+17.1% | 24.00+13.3% |
| Eps | $1.90 | $1.62 | $1.71 | $1.98 | $2.17+9.6% | $2.19+10.6% | $2.32+17.2% | $2.25+13.6% |
| Eps Diluted | 1.86 | 1.59 | 1.68 | 1.95 | 2.13+9.2% | 2.19+12.3% | 2.28+16.9% | 2.08+6.7% |
| Other | ||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Depreciation And Amortization | 15.63 | 14.26 | 15.23 | 16.80 | 18.60+10.7% | 17.50+4.2% | 17.20+2.4% | 18.00+7.2% |
| Ebitda | 38.55 | 36.48 | 36.60 | 45.50 | 46.22+1.6% | 46.05+1.2% | 41.26-9.3% | 51.50+13.2% |
| Ebit | 22.92 | 22.22 | 21.37 | 28.71 | 27.62-3.8% | 28.55-0.6% | 24.06-16.2% | 33.50+16.7% |
| Weighted Average Shs Out | 10,473,000,000 | 10,603,000,000 | 10,637,000,000 | 10,674,000,000 | 10,850,000,000+1.6% | 10,700,000,000+0.2% | 10,700,000,000+0.2% | 10,650,000,000-0.2% |
| Weighted Average Shs Out Dil | 10,721,000,000 | 10,793,000,000 | 10,806,000,000 | 10,845,000,000 | 11,020,000,000+1.6% | 10,880,000,000+0.3% | 10,880,000,000+0.3% | 11,550,000,000+6.5% |