Amazon’s Andy Jassy spotlights upcoming 007 film amid strong quarterly earnings

Amazon wrapped up the second quarter of 2025 with a 13% increase in net sales, reporting $167.7 billion, and hinted at its plans for the next 007 film in passing. During the July 31 earnings call, CEO Andy Jassy highlighted key drivers behind the results, including a successful Prime Day and continued strength in North America.

He noted that despite tariff uncertainties, consumer demand “remained strong throughout the quarter” and that the company’s retail and advertising divisions both contributed to the upside. Andy Jassy also addressed Amazon Web Services, pointing out that AWS sales grew 17.5% to $30.9 billion year-over-year, even as capacity constraints persisted.

“We have more demand than we have capacity right now,” he said

Adding that he’s “optimistic” improvements will arrive each quarter as new data centers and hardware come online.

In a surprising turn, Andy Jassy took a moment to discuss Amazon’s recent acquisition of the James Bond franchise for the 007 film. Though the creative team is still forming, he reassured listeners that Amazon intends to treat the series with “care and respect,” setting the stage for the next 007 film without rushing the process.

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Amazon’s strong second-quarter earnings set the tone for the update

Amazon’s overall performance in Q2 reflected resilience across its diverse businesses. Retail net sales climbed 11% in North America and 16% internationally, even after excluding favorable foreign-exchange effects.

Advertising revenue rose 22%, driven by increased spend on sponsored products. Meanwhile, operating income reached $19.2 billion, up from $14.7 billion a year ago. These numbers exceeded Wall Street’s expectations and highlighted Amazon’s ability to balance growth and profitability amid macroeconomic headwinds.

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Capacity constraints and AI investments shape AWS’s outlook

AWS remains a key profit engine, yet its growth rate of 17.5% year-over-year lagged behind some competitors. During the call, analysts pressed Andy Jassy on this point.

He explained that AWS is “constrained more by capacity than demand,” citing power, hardware, and chip shortages. To address these challenges, Amazon plans to invest over $31 billion in capital expenditures this half, much of it earmarked for cloud infrastructure and AI services. Jassy emphasized the long-term opportunity, observing that “substantial IT infrastructure still needs to move to the cloud”.

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A light shines on the next James Bond adventure in the 007 film

Turning to entertainment, Andy Jassy provided the first public comments on Amazon MGM’s stewardship of the Bond 007 film.

He said, “We feel so lucky to have the opportunity to take the Bond franchise into the next generation,”

But cautioned that no theme, script, or casting plans have been finalized yet for the 007 film.

Producers Amy Pascal and David Heyman have joined the effort, and Denis Villeneuve is slated to direct the 26th installment, with Steven Knight on screenplay duties for the 007 film. Despite the creative machinery gearing up, Andy Jassy stressed that Amazon will not “rush the process” and will honor the franchise’s legacy.

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Balancing business priorities with creative stewardship

Amazon’s dual focus on sustaining robust financial performance and nurturing a historic film series, i.e. 007 film, illustrates its broad ambitions for 2025 and beyond. On the one hand, the company must navigate supply-chain issues, tariff risks, and intense competition in cloud and AI.

On the other hand, it has inherited one of cinema’s most storied franchises. By publicly acknowledging both challenges and opportunities, Andy Jassy aims to reassure investors and fans alike that Amazon can excel in e-commerce, technology, and storytelling without sacrificing quality or legacy.

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Amazon’s guidance for Q3 projects net sales between $174 billion and $179.5 billion, with operating income of $15.5 billion to $20.5 billion. Meanwhile, Bond enthusiasts will wait as the creative team takes shape and the script workshop begins for the 007 film.

For now, Amazon’s latest results offer confidence that the company’s core businesses remain on track, while its next cinematic chapter remains full of promise.