Amazon (AMZN US) - Acceleration in Cloud Revenue Growth Better than Expected
Amazon announced (31 Oct HKT) 3Q25 results: revenue was US$180.2bn, up 13.4% YoY (3Q24: 11.0%), 2/1% better than our forecast/Bloomberg consensus...
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Amazon (AMZN US) - Solid 2Q25 Results; AWS Revenue and Earnings Growth Remain Key to Watch
Amazon announced (1 Aug HKT) 2Q25 results: revenue was US$167.7bn, up 13.3% YoY (2Q24: +10.1%), 3.1/3.4% better than our forecast/Bloomberg...
291 Views
US Internet & Software - 2026 outlook: AI applications to ramp up; eyes on AI investment return
Looking ahead to 2026, we believe competition in the large language model (LLM) industry will further intensify, while monetization of AI...
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Amazon (AMZN US) - 1Q earnings beat; pace of earnings growth to enter a healthy stage
We are looking for 18% YoY growth in OP in 2025E aided by optimization in cost to serve and improvement in scale effect, which we believe could be...
200 Views
KTX Tactical DR Picks - November 11, 2025 (Eng.)
he KTX DR Tactical Picks portfolio rose 0.51% from the previous day, supported by improved sentiment following easing concerns over the US...
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