AMZN
Amazon.com Inc
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Amazon.com has 108 disclosed suppliers and 154 disclosed customers in SEC filings. Named in filings as Amazon Web Services (AWS) (137).
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−1.41%
vs ±8.2% implied · ×0.17
shaded = implied · ▲▼ = realized
SentenceIn 2025, approximately 86 % of the Company's revenue was through or with the Amazon sales platform and in 2024, 92 % of its net revenue was through or with the Amazon sales platform.
basisATER FY2025 revenue $69MAMZN FY2025 revenue $717B
SentenceApproximately 49% of our total sales during the year ended December 31, 2025 were through Amazon's U.S. marketplace, while all other sales through e-commerce channels contributed approximately 2% of our total sales.
basisFTLF FY2025 revenue $81MAMZN FY2025 revenue $717B
SentenceAmazon.com Inc. ("Amazon") accounted for approximately 42% and Fred Meyer Inc. ("Fred Meyer") accounted for approximately 13% of the Company's net revenues.
basisMSN FY2026 revenue $6MAMZN FY2025 revenue $717BFY mismatch
SentenceFor the year ended December 31, 2025, approximately 51% of sales were processed on our online store (Lucyd.co), 40% on Amazon.com, and 8% through reseller partners, with approximately 1% of our net revenues generated from Lucyd "Pro" app subscriptions.
basisLUCY FY2025 revenue $3MAMZN FY2025 revenue $717B
SentenceIn 2025, our three largest retailers, Amazon, Target and Walmart accounted for approximately 39%, 28% and 8% of our total revenue, respectively.
basisHNST FY2025 revenue $371MAMZN FY2025 revenue $717B
SentenceFor the year ended December 31, 2025, approximately 28% of our revenue was derived from Amazon, primarily from affiliate commerce transactions.
basisBZFD FY2025 revenue $185MAMZN FY2025 revenue $717B
SentenceIn 2025, 2024 and 2023, e-retailer Amazon accounted for more than 10% of our net revenue, at 27.4%, 30.9%, and 30.7%, respectively.
basisCRSR FY2025 revenue $1.5BAMZN FY2025 revenue $717B
SentenceFor example, the payments our customers received from Amazon marketplaces around the world generated 21% of our revenues during the year ended December 31, 2025, and accordingly, should Amazon change eligibility or other requirements for approved payment service providers operating on its platforms such that we are negatively impacted, our financial condition and results of operations may be materially adversely impacted.
basisPAYO FY2025 revenue $1.1BAMZN FY2025 revenue $717B
SentenceIn fiscal 2026, 2025 and 2024, Lionsgate generated approximately 18%, 16% and 14%, respectively, of its revenue from Amazon.com, Inc. and its subsidiaries.
basisLION FY2026 revenue $2.6BAMZN FY2025 revenue $717BFY mismatch
TableThe table below sets forth those customers that represented at least 10% of the Company's gross sales in fiscal years 2026 and 2025
| Fiscal Year | ||
|---|---|---|
| 2026 | 2025 | |
| Amazon.com, Inc. | 17% | 19% |
basisCRWS FY2026 revenue $82MAMZN FY2025 revenue $717BFY mismatch
SentenceThe Company's largest customer in 2025, Amazon, accounted for approximately 17%, 15% and 13% of net sales in 2025, 2024 and 2023, respectively.
basisNWL FY2025 revenue $7.2BAMZN FY2025 revenue $717B
SentenceDuring the years ended December 31, 2025, 2024 and 2023, sales to Amazon accounted for 12%, 13% and 11% of consolidated net sales, respectively.
basisLCUT FY2025 revenue $648MAMZN FY2025 revenue $717B
SentenceIn 2025, one customer, Amazon.com, Inc. and its affiliates, represented approximately 10.6% of our consolidated revenues, substantially all of which was within our U.S. Domestic Package segment.
basisUPS FY2025 revenue $88.7BAMZN FY2025 revenue $717B
SentenceDuring fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.
basisFN FY2025 revenue $3.4BAMZN FY2025 revenue $717BFY mismatch
SentenceAs of December 31, 2025, FedEx and Amazon leased 22.7% and 8.1% of our total leased square feet, respectively, and represented 27.9% and 7.3% of our total annualized rental revenues, respectively.
basisILPT FY2025 revenue $185MAMZN FY2025 revenue $717B
SentenceAmazon has decreased from generating 25% of net revenues in fiscal year 2022 to less than 1% and 4% of our net revenues in fiscal years 2024 and 2025, respectively.
basisVERI FY2025 revenue $92MAMZN FY2025 revenue $717B
Table…in our retail and office operating property portfolios, based on ABR as of December 31, 2025 ($ in thousands)
| Tenant (1) | Number of Leases | Lease Expiration | ABR | % of Total ABR/AQR |
|---|---|---|---|---|
| Amazon/Whole Foods | 1 | 2027 - 2030 | 1,214 | 0.6% |
SentenceIn 2025, Mattel's three largest customers, Walmart, Target, and Amazon, in the aggregate, accounted for approximately 42% of worldwide consolidated net sales (Walmart at $1.08 billion, Target at $0.63 billion, and Amazon at $0.52 billion) and its ten largest customers, in the aggregate, accounted for approximately 49% of worldwide consolidated net sales.
Expected move
Inputs8Q avg ±5.6%·×0.68·cheap
straddle ±13.2%
spot 240.35exp Feb 19ATM strike 240ATM straddle 37.45IV 35%
Amazon.com Inc
240.85