On The Daily (OTD) - 17th July 2025

Top Stories Today: Amazon and Netflix.

Table of Contents

Top Stories Today

Amazon

Amazon has cut roles within its cloud-services arm, a move the company acknowledged this week though it did not specify how many positions were removed. Reports and an internal note seen by news outlets say the training-and-certification group was among the teams affected. Business Leadership framed the action as a rebalancing of resources to sharpen priorities while continuing to hire in areas of demand, and the reductions follow a recent slowdown in AWS growth (quarterly sales rose roughly 17% to about $29.3 billion). CEO Andy Jassy has previously warned that wide adoption of generative AI will change workforce needs and likely reduce some roles as the company scales new tooling.

Netflix

Netflix outperformed expectations in Q2 2025, with revenue climbing about 16% to $11.08 billion and earnings per share of $7.19 beating the $7.08 forecast. The company raised its full‑year top‑line outlook to $44.8–45.2 billion, up from $43.5–44.5 billion, citing a weaker dollar, subscriber additions and stronger ad sales, even as it again withheld detailed membership figures. Operating cash flow surged 84% to $2.4 billion, while free cash flow nearly doubled to $2.3 billion, prompting Netflix to lift its annual free‑cash‑flow projection to $8–8.5 billion. The streaming giant expanded its operating margin to 34.1% in the quarter but warned that higher content and marketing expenses will weigh on profitability in the back half of the year.

Thanks for reading, subscribe to The Standard Lens for more.