Here's What Key Metrics Tell Us About Amazon (AMZN) Q4 Earnings

For the quarter ended December 2025, Amazon (AMZN) reported revenue of $213.39 billion, up 13.6% over the same period last year. EPS came in at $1.95, compared to $1.86 in the year-ago quarter.The reported revenue represents a surprise of +0.91% over the Zacks Consensus Estimate of $211.46 billion. With the consensus EPS estimate being $1.98, the EPS surprise was -1.52%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Amazon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Subscription services Y/Y Change: 12% compared to the 10.8% average estimate based on seven analysts.Physical stores Y/Y Change: 5% versus 4.8% estimated by six analysts on average.Y/Y net sales growth - AWS: 24% compared to the 21.8% average estimate based on six analysts.Third-party seller services Y/Y Change: 10% compared to the 10.7% average estimate based on six analysts.Net Sales- AWS: $35.58 billion versus $35.03 billion estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +23.6% change.Net Sales- Physical stores: $5.86 billion versus the eight-analyst average estimate of $5.88 billion. The reported number represents a year-over-year change of +5%.Net Sales- Online stores: $82.99 billion versus the seven-analyst average estimate of $82.4 billion. The reported number represents a year-over-year change of +9.8%.Net Sales- Subscription services: $13.12 billion compared to the $12.86 billion average estimate based on seven analysts. The reported number represents a change of +14% year over year.Net Sales- North America: $127.08 billion versus the seven-analyst average estimate of $127.14 billion. The reported number represents a year-over-year change of +10%.Net Sales- Advertising services: $21.32 billion versus $21.21 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +23.3% change.Net Sales- International: $50.72 billion versus $49.34 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +16.8% change.Net Sales- Third-party seller services: $52.82 billion compared to the $52.27 billion average estimate based on seven analysts. The reported number represents a change of +11.2% year over year.View all Key Company Metrics for Amazon here>>>Shares of Amazon have returned -3.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks