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TMTB AMZN First take
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TMTB AMZN First take

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TMT Breakout
Feb 06, 2025
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TMTB AMZN First take
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AMZN -4%: Q4 topline slightly light of bogeys (inline with street) while Op Inc Beats handedly;
Q1 top line guide misses street and bogeys;
Q1 Op Inc roughly inline with street/bogeys

Q4 EBIT beat will be looked at positively and Q1 EBIT guide likely conservative again, but Q1 sales guide much lighter than expects. High expectations going in so not surprising to see stock down on this print

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