Margin Watch: Alphabet And Amazon Preview Q4 2025
TL;DR Summary
Alphabet’s Q4 2025 revenue is expected around $111.4B, with cloud-margin expansion aiding profitability amid ad resilience; Amazon’s Q4 revenue is seen near $211.6B, supported by a strong online retail performance and a rising North America retail margin (~8.5%), while higher CapEx and AI-related cost dynamics keep cloud and AI bets as key risk and potential stock catalysts.
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