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亚马逊2025年第四季度财报及新闻发布

1 分•作者: carlsborg•1 天前•原帖
AWS收入：约350亿美元（同比增长24%，为13个季度以来最快增长） AWS营业收入：约120亿美元（同比增长17%） “人工智能、芯片、机器人和低地球轨道卫星：我们预计到2026年将在亚马逊的资本支出上投资约2000亿美元。” 这正在侵蚀自由现金流（FCF），过去5个季度显示出下降趋势，目前约为110亿美元。相比之下，微软的自由现金流也下降至约50亿美元。（FCF = 营业现金流 - 资本支出） 定制芯片：Trainium和Graviton的年收入总额现已超过100亿美元，并且以三位数的百分比同比增长。 本季度有许多与代理相关的新发布：Nova Act（用于构建UI工作流程的AI代理）；Amazon Bedrock AgentCore（构建代理的基础设施模块）；“前沿代理”Kira、AWS安全代理、AWS DevOps代理；Amazon Connect（呼叫中心平台）的Agentic AI能力。
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AWS Revenue: ~$35B (up 24% yoy, fastest growth in 13 quarters)<p>AWS Operating Income: ~$12B (up 17% yoy)<p>&quot;AI, chips, robotics, and low earth orbit satellites: ..we expect to invest about $200 billion in capital expenditures across Amazon in 2026..&quot;<p>This is eating into Free Cash Flow (FCF) which shows a downtrend over the last 5 quarters to ~$11B. In contrast MSFT free cashflow also down to ~$5B. (FCF = Operating cash flow - capex)<p>Custom chips: Trainium and Graviton now have a combined annual revenue run rate of over $10 billion and growing at a triple digit percentage year-over-year.<p>Lots of agent-related new releases in this quarter: Nova Act (for building AI agents for UI workflows); Amazon Bedrock AgentCore (infrastructure building blocks to build agents); &quot;frontier agents&quot; Kira, AWS Security Agent, AWS DevOps Agent; Agentic AI capabilities for Amazon Connect (call center platform)