Q4 24 EPS

$1.86

BEAT +25.36%

Est. $1.48

Q4 24 Revenue

$187.79B

vs S&P Since Q4 24

-2.9%

TRAILING MARKET

AMZN +17.1% vs S&P +20.0%

Full Year 2024 Results

FY 24 EPS

$5.53

FY 24 Revenue

$637.96B

Market Reaction

Did AMZN Beat Earnings? Q4 2024 Results

Amazon closed out 2024 with a blowout fourth quarter, posting earnings per share of $1.86 and beating the Wall Street consensus of $1.48 by 25.36%, as revenue climbed 10.5% year-over-year to $187.79 billion. The headline driver was a sweeping expansi… Read more Amazon closed out 2024 with a blowout fourth quarter, posting earnings per share of $1.86 and beating the Wall Street consensus of $1.48 by 25.36%, as revenue climbed 10.5% year-over-year to $187.79 billion. The headline driver was a sweeping expansion in profitability, with operating income rising 61% to $21.20 billion and net income nearly doubling to $20.00 billion, as the company's relentless push into cloud and artificial intelligence paid off in scale. AWS was central to that story, growing segment sales 19% to $28.79 billion while generating $10.63 billion in operating income, roughly half of the company's consolidated total, at a 36.9% margin. CEO Andy Jassy has leaned heavily into AI infrastructure, unveiling the Trainium2 chip, Amazon Nova foundation models, and a massive compute cluster built in collaboration with Anthropic, investments that are already straining capital budgets but positioning the business for future growth. Looking ahead, Amazon guided Q1 2025 revenue of $151.00 billion to $155.50 billion, with operating income of $14.00 billion to $18.00 billion, absorbing a roughly $2.10 billion foreign exchange headwind.

Key Takeaways

  • AWS revenue growth accelerated to 19% YoY driven by AI workloads and cloud migration demand
  • Advertising services grew 18% to $17.3 billion in Q4
  • Operating margin expanded to 11.3% from 7.8% a year ago
  • International segment swung to $1.3 billion operating profit from $419 million loss
  • Record-breaking Black Friday Week and Cyber Monday deal event
  • Same-day/overnight delivery increased over 65% YoY for U.S. Prime members
  • Fastest delivery speeds ever for Prime members in 2024
24/7 Wall St

AMZN YoY Financials

Q4 2024 vs Q4 2023, source: SEC Filings

24/7 Wall St

AMZN Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26
24/7 Wall St

AMZN Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26

“The holiday shopping season was the most successful yet for Amazon and we appreciate the support of our customers, selling partners, and employees who helped make it so.”

— Andy Jassy, Q4 2024 Earnings Press Release