TMTB: AMZN INTC First takes

AMZN Looks solid with rev and op inc beat; op inc guide better than street + bogeys; AWS slight miss at 19% vs bogeys of 20% and street at 19%

Op inc beat and better guide is key given that was key worry after last q and most took down numbers going into the q. Revs for Q3 solid….Another key will be what AWS fwd commentary and backlog sound like on the call - need to at least say accel

GUIDANCE: Q4
- Guides net sales $181.5B to $188.5B, EST $186.36B
- Guides op inc to $16-$20B vs street at $17.5B and bogeys lower than that

AMZN RESULTS: Q3
- Net sales $158.88B, +11% y/y, EST $157.29B
- Online stores net sales $61.41B, +7.2% y/y, EST $59.64B
- Physical Stores net sales $5.23B, +5.4% y/y, EST $5.17B
- Third-Party Seller Services net sales $37.86B, +10% y/y, EST $38.22B
- Subscription Services net sales $11.28B, +11% y/y, EST $11.17B
- AWS net sales $27.45B, +19% y/y, EST $27.49B
- North America net sales $95.54B, +8.7% y/y, EST $95.22B
- International net sales $35.89B, +12% y/y, EST $34.55B
- Third-…