WS #13091
Amazon Q2 revenue $201B (+20% YoY), AWS growth 37% (fastest in 18 quarters), net income $63B, Q3 guide 9-11% growth, capex ~$220B. AMZN +9% after hours. Apple Q3 revenue $109.4B (+16.4% YoY), iPhone $54.25B (+22%), EPS $2.02, but Services miss ($30.7B vs $31.2B est) and supply constraints weigh. AAPL -4% after hours. AXT Q3 guidance well above estimates (EPS $0.30-$0.32 vs $0.11, sales $66M vs $38.8M) and $87M prepayment from Lumentum for InP wafers through 2031. Stock +27%.
Amazon earnings beat drives after-hours surge
Amazon Q2 revenue $201B (+20% YoY), AWS growth 37% (fastest in 18 quarters), net income $63B, Q3 guide 9-11% growth, capex ~$220B. AMZN +9% after hours.
Apple Q3 revenue $109.4B (+16.4% YoY), iPhone $54.25B (+22%), EPS $2.02, but Services miss ($30.7B vs $31.2B est) and supply constraints weigh. AAPL -4% after hours.
AXT Q3 guidance well above estimates (EPS $0.30-$0.32 vs $0.11, sales $66M vs $38.8M) and $87M prepayment from Lumentum for InP wafers through 2031. Stock +27%.