Closing Bell Closing Bell Overtime: Amazon & Apple Headline Another Huge Day Of Earnings; Coinbase CFO On Latest Quarter 7/31/25
Jul 31, 2025
Barbara Duran from BD8 Capital Partners shares her expert insights on the latest earnings reports from tech giants Amazon and Apple. She highlights the mixed market reactions despite strong performances, especially noting Amazon’s AWS division and its implications on income. Duran discusses the competitive landscape in AI and cloud technologies, and how evolving financial metrics affect major players like Meta. The conversation also touches upon Coinbase's latest financial strategies and what it means for crypto's future.
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Amazon's AWS Growth Impresses
- Amazon beat earnings and revenue estimates with AWS growing 17.5%, showing signs of holding cloud market share.
- However, cautious guidance for Q3 operating income weighed on the stock despite the beat.
AWS Key to Amazon's Profitability
- AWS remains the core profit driver for Amazon, with over 60% of operating income coming from it.
- The AI-driven ad growth seen at Meta is a benchmark Amazon aims to replicate in its advertising.
AWS Racing in AI Cloud Market
- AWS is catching up in AI cloud services but shows encouraging acceleration with 30%+ margins and slight beats.
- The big three cloud providers are rapidly building AI compute products with anticipation for increased demand next year.