Amazon’s profits jump, but his forecasts disappoint

The American online commerce giant Amazon announced Thursday that it has released $ 18.2 billion in net profit in the second quarter. However, a jump of 35 % over a year, which the group notably allocated to its AI tools for consumers and businesses.

Its turnover, from 167.7 billion (+13 %), also came above the 162 billion expected by analysts.

As in the first quarter. However, the director general Andy Jassy again assured analysts during a conference call that Amazon had not observed any slowdown in demand or price increase on his platform for the moment, despite the trade wars launched by the United States.

More We do not know what will happen in the futurehe said. Meanwhile, It is difficult to know at what level the surcharges will be fixed. In addition, especially in amazon’s profits jump, but his China, and, if the costs increase, which will absorb them.

For Sky Canaves. Furthermore, analyst in Emarketer, the impact of American trade policies is still limited to Amazon sales in view of the customs duties suspensions and ofconsumption that has remained solid during the period.

Recent trade tensions have even offered Amazon an opportunity to increase its market share in online commerce in the United Statesshe continued. referring to Shein and Temu, the Chinese electronic commerce giants who lost the exemption from customs duties enjoyed by the small packages sent from China.

Relative weakness of AWS growth – Amazon's profits jump, but his

Amazon’s forecasts for its operational benefit. a key indicator of profitability, for the current quarter, disappointed Wall Street. Its action lost more than 6 % during electronic exchanges after the fence.

AWS, the infonuagic branch of amazon’s profits jump, but his the Seattle group, has seen its income increase by 17.5 % to 30.9 billion dollars.

Its operational profit emerged at 10.2 billion, more than half of the group’s total, to 19.2 billion.

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Analysts are concerned about the relative weakness of this growth compared to those of its rivals. numbers two and three of the market, Microsoft amazon’s profits jump, but his et Google.

AWS remains the growth engine for the future. and all eyes are turned to feedback on investment, in a context of increase in expenses in artificial intelligence infrastructure and increasing pressure on marginsSky Canaves said.

We currently have more requests than capacity, which means that we could generate more income and better serve our customers. We actively work to increase our capacitiesa dit Andy Jassy.

But this remains an activity with an annualized turnover of $ 123 billion, and this is only the startadded the managing director.

Investment in theIA

Amazon had warned at the beginning of the year that she had to invest more than $ 100 billion in the cloud. theIA This year, a figure comparable to that of its competitors in technologies.

All are engaged in a quick race for toolsIA generative as chatgpt. for individuals and businesses, with a day of an AI known as general or Superintelligentecognitive capacities greater than those of humans.

To achieve this. they bet on ever more efficient genetive models, but also on digital tools and devices that serve as assistants to users at any time, and collect data that make them gain in added value.

Alexa. Amazon’s vocal assistant integrated into speakers and other devices, has become more conversational and useful in its new version in the United States, Alexa+, available on subscription.

And in July. the company announced the acquisition of amazon’s profits jump, but his Bee, a company that manufactures a watch bracelet and an application to record all user’s conversations, including when he talks to himself.

L’IA Integrated generative then makes it possible to extract summaries, information and ideas, on demand.