EP329 - Amazon Q2 2025 Results

In this episode of The Jason & Scott Show, Jason Goldberg and Scott Wingo analyze Amazon's recent earnings report in the context of broader tech industry results, including Google, Meta, and Microsoft. They discuss Amazon's mixed performance, noting that while revenue and operating margins beat expectations, AWS underperformed compared to competitors, leading to a stock drop. The hosts delve into various aspects of Amazon's business, such as the continued success of its supply chain transformation, international retail growth, and the increasing importance of its advertising business. They also explore the potential strategic implications of Amazon's decision to pull shopping search ads from Google and the company's approach to AI, raising concerns about user experience and the long-term sustainability of ad-dependent models.