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Amazon Q2 Earnings: Best Of The Analyst Recaps
Amazon just dropped its Q2 2025 earnings—and the numbers sparked plenty of hot takes across the retail world. In this episode I distill the smartest analyst commentary into three can’t‑miss story lines: the unstoppable growth of Amazon Ads, the surprising resilience of its core retail engine, and how the company’s AI push might reshape shopping (for better or for noisier). Stick around to hear why paid media is becoming a non‑negotiable toll booth, how regional fulfillment hubs are juicing margins, and what tariffs—and talk of tariffs—really mean for sellers.
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