NASDAQ$AMZN

Amazon.com Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Amazon announced its Q4 2021 financial results, with net sales increasing by 9% and net income increasing significantly due to a pre-tax valuation gain from its investment in Rivian Automotive, Inc.

Amazon's fourth quarter 2021 results showed a 9% increase in net sales to $137.4 billion, and a rise in net income to $14.3 billion, or $27.75 per diluted share, compared to $7.2 billion, or $14.09 per diluted share, in the fourth quarter of 2020. The quarter's net income included a pre-tax valuation gain of $11.8 billion from Amazon's investment in Rivian Automotive, Inc.

  • Net sales increased by 9% to $137.4 billion in Q4 2021, compared to $125.6 billion in Q4 2020.
  • Operating income decreased to $3.5 billion in Q4 2021, compared to $6.9 billion in Q4 2020.
  • Net income increased to $14.3 billion in Q4 2021, or $27.75 per diluted share, compared to $7.2 billion, or $14.09 per diluted share, in Q4 2020; this includes a pre-tax valuation gain of $11.8 billion from investment in Rivian.
  • AWS grew 40% year-over-year and now has a $71 billion revenue run rate.

Headline financials

Total Revenue

$137B

Previous: $126B+9.4%
EPS (adj)

$0.29

Previous: $0.70-58.6%
Operating margin

2.5%

Previous: 5.5%-54.5%
Net Income

$14.3B

Previous: $7.22B+98.3%
Operating Income

$3.46B

Previous: $6.87B-49.7%

Revenue & EPS history

Amazon · Revenue · Quarterly

$137B

Q4 2021+9.4%vs Q4 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Amazon · $137B total across 3 segments · Q4 2021

  • North America
    $82.4B+9.3%
  • International
    $37.3B-0.5%
  • AWS
    $17.8B+39.5%

Forward guidance

Amazon's first quarter 2022 guidance anticipates net sales between $112.0 billion and $117.0 billion, representing growth between 3% and 8% compared with the first quarter 2021. Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in the first quarter 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of servers and networking equipment.

Tailwinds

  • Net sales are expected to grow between 3% and 8% compared with first quarter 2021.
  • Guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of servers and networking equipment.

Headwinds

  • Net sales guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.
  • Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter 2021.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+0.7%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+0.5%

Avg return

30 days after

47%

31 / 66 earnings

Positive

+18.4%

Q1 2012

Best reaction

-10.6%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%+4.0%+2.9%
Q4 2025-5.6%-8.4%-4.3%
Q3 2025+1.9%+12.3%+4.6%
Q2 2025-6.2%-5.0%-2.2%
Q1 2025-0.2%-0.8%+7.8%
Q4 2024-4.1%-4.1%-16.6%
Q3 2024+2.7%+3.5%+7.9%
Q2 2024-10.2%-13.4%-4.5%
Q1 2024-1.1%+2.9%-0.9%
Q4 2023+10.7%+9.0%+14.8%
Q3 2023+5.2%+9.6%+20.9%
Q2 2023+8.9%+9.1%+7.7%
Q1 2023+0.4%-1.3%+14.4%
Q4 2022-1.7%-2.9%-9.7%
Q3 2022-10.6%-16.3%-19.2%
Q2 2022+11.6%+10.9%+8.1%
Q1 2022-10.1%-10.1%-16.7%
Q4 2021+4.7%+7.2%-3.3%
Q3 2021-0.6%-2.4%+3.3%
Q2 2021-8.3%-7.3%-7.7%
Q1 2021+0.3%-4.2%-6.8%
Q4 2020-0.9%+0.3%-10.9%
Q3 2020-4.0%-3.6%+1.0%
Q2 2020+4.3%+3.5%+12.1%
Q1 2020-3.7%-2.3%+2.9%
Q4 2019+8.1%+10.3%+1.4%
Q3 2019-0.0%+0.0%-0.9%
Q2 2019-2.9%-5.1%-12.6%
Q1 2019+2.6%+1.3%-4.1%
Q4 2018-2.6%-0.7%+0.1%
Q3 2018-1.3%-8.0%-9.7%
Q2 2018-2.5%-4.6%+2.2%
Q1 2018+7.7%+8.4%+10.3%
Q4 2017-1.4%-0.6%+3.4%
Q3 2017+13.2%+13.6%+21.9%
Q2 2017-3.1%-5.4%-10.2%
Q1 2017+1.7%+4.1%+9.5%
Q4 2016-2.7%-2.4%+2.1%
Q3 2016-5.6%-4.5%-5.1%
Q2 2016+3.0%+3.2%+4.4%
Q1 2016+8.7%
Q4 2015+0.6%
Q3 2015+7.8%
Q2 2015+8.4%
Q1 2015+14.2%
Q4 2014+16.6%
Q3 2014-8.3%
Q2 2014-9.5%
Q1 2014-6.4%
Q4 2013-6.7%
Q3 2013+11.2%
Q2 2013+4.3%
Q1 2013-5.2%
Q4 2012-1.2%
Q3 2012+4.3%
Q2 2012+9.4%
Q1 2012+18.4%
Q4 2011-6.5%
Q3 2011-9.0%
Q2 2011+4.6%
Q1 2011+6.9%
Q4 2010-8.0%
Q3 2010+2.4%
Q2 2010-1.3%
Q1 2010-1.9%
Q2 2009-10.2%

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