Gravity

GROSS ~$717B/yr FY25 net sales (~$743B TTM); incl. AWS ~$137B + third-party GMV ~$700B+ vs ~$177B booked cut — undeflated per board policy

high confidence · as of 2026-07-26 · about Amazon

Sourced figures 2

stockanalysis.com AMZN financials FY25 net sales $716,924M; TTM $742,776M
2026-03 high
kestrel board.yaml amazon-aws gravity axis (GMV estimate) 3P seller GMV ~$700B+ (only ~$177B booked as Amazon revenue) — the ecosystem larger than booked sales
2025-12 low

the working

Threads 8

Hyperscaler Capex open
AWS Capex developing
Compute Spend open
Power Buildout open
In-House Silicon open
Nuclear for AI open
Big Tech into Health open
Amazon Health open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Amazon.