Closing Bell Earnings Avalanche: Amazon & Apple 10/30/25
Oct 30, 2025
Barbara Doran, founder of BD8 Capital Partners, shares insights on Amazon's earnings and its ripple effects in the market. Technology analyst Dan Ives delves into Apple’s quarterly results, highlighting strong services growth despite iPhone revenue misses. Both guests discuss broader tech trends and the impact of AI on these giants. Doran analyzes Amazon’s AWS performance, while Ives emphasizes potential opportunities in Macs and content, painting a positive outlook for tech's future.
AI Snips
Chapters
Transcript
Episode notes
AWS Growth Reignites Amazon Rally
- Amazon beat top and bottom lines with AWS growth accelerating to 20% year-on-year.
- The market reacted strongly, sending Amazon shares up about 10% after the print.
Weigh Guidance With Earnings And Sales
- Focus on companies that beat earnings, sales, and raise guidance to capture sustained upside.
- Market rewards the trifecta more than isolated beats, so weigh guidance heavily.
Engagement Beats EPS For Roku Today
- Roku beat on EPS but missed streaming hours, which drove the stock lower despite positive margins.
- Investors prioritized engagement metrics (streaming hours) over headline EPS beats.