Amazon Q3 2026: revenue and EPS miss, AWS up 39%, $220B capex and Jassy's $1T AWS target (no security incident)
Matéria consolidada. Reúne 2 matérias que o Tifon tinha publicado separadamente sobre a mesma história. A IA reescreveu o relatório com o que a fonte trouxe em 30/10/2026 00:10; os links antigos trazem para cá.
Fontes: techcrunch.com ×2 ↗
Amazon reported third-quarter 2026 results that missed analyst expectations on total revenue and earnings per share, while AWS beat its estimate. Net sales rose 12% to $201.9 billion against $202.2 billion expected, and fully diluted EPS was $1.89 against a $1.97 consensus (techcrunch.com). AWS revenue reached $45.98 billion versus a $45.29 billion estimate, growing 39% year over year, with AWS operating income up to $17.8 billion from $11.4 billion (techcrunch.com). Trailing-twelve-month free cash flow swung to negative $42.4 billion from a positive $14.8 billion a year earlier, driven by heavy AI investment (techcrunch.com). On the earnings call, Andy Jassy said AWS could become a trillion-dollar annual revenue business within five to ten years. AWS is at a $184 billion annualized run-rate, and its 39% growth is the sixth consecutive quarter of steady growth. Amazon reaffirmed roughly $220 billion in 2026 cash capex, mostly for AWS, and signaled meaningfully higher spending in 2027. Jassy projected AWS growth above 40% in 2027 and 2028, and investors stayed skeptical, with shares down about 6% in after-market trading (techcrunch.com). Both sources state that this is business and financial news, with no security incident, vulnerability or threat activity, so there is nothing for defenders to act on. Forecast fourth-quarter sales are $240-$247 billion (techcrunch.com).
Linha do tempo
-
Amazon forecasts $220B 2026 capex as Jassy targets $1T AWS revenue
ler a análise desta fonte ocultar
Andy Jassy told investors on Amazon's quarterly earnings call that AWS can become a trillion-dollar annual revenue business within five to ten years. AWS currently runs at a $184 billion annualized run-rate, with revenue up 39% year-over-year for a sixth consecutive quarter of steady growth. Amazon reaffirmed approximately $220 billion in 2026 cash capex, mostly for AWS, and signaled meaningfully higher spending in 2027 to support AI infrastructure. Jassy projected AWS growth above 40% in both 2027 and 2028, framing the AI boom as a "once in a lifetime opportunity." Investors remained skeptical, with shares down about 6% in after-market trading. This is business and financial news with no security incident, vulnerability or threat activity.
-
Amazon Q3 2026 earnings miss expectations despite 39% AWS growth and $220B AI capex plan
ler a análise desta fonte ocultar
Amazon reported third-quarter 2026 results that missed analyst expectations on both total revenue and earnings per share, while its cloud division AWS outperformed. Net sales rose 12% to $201.9 billion versus the $202.2 billion expected, and fully diluted EPS came in at $1.89 against a $1.97 consensus. AWS revenue reached $45.98 billion, beating the $45.29 billion estimate and growing 39% year over year, with operating income climbing to $17.8 billion from $11.4 billion. Free cash flow for the trailing twelve months swung to negative $42.4 billion, down from a positive $14.8 billion a year earlier, driven by heavy AI investment. Amazon reaffirmed roughly $220 billion in 2026 capital expenditures, nearly equal to its forecast fourth-quarter sales of $240-$247 billion. This is business and financial news with no security incident, vulnerability or threat activity.