Amazon earnings preview: focusing on AWS rapid growth and margin recovery, with revenue expected to grow year over year 12.25%
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AT A GLANCE
Ahead of Amazon's earnings release, the market is focusing on AWS growth, 220000000000 USD capital expenditure and advertising monetization efficiency.
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Amazon earnings preview: focusing on AWS rapid growth and margin recovery, with revenue expected to grow year over year 12.25%BlockBeats reports that October 28, Amazon will release its earnings report after the U.S. stock market closes on Thursday,AWS growth returning above 40%and whether this will be verified, 220000000000 USD capital expenditure and advertising monetization efficiency will become key focuses of the earnings report. 2026 fiscal year Q3 quarterly revenue forecast is 202244000000 USD, with year-over-year growth expected at 12.25%; net profit is forecast at 21363000000 USD, with year-over-year growth expected at 0.83%.
Major investment banks have also provided their respective outlooks: Bank of America expects AWS revenue to grow year over year by 40%, above the market consensus expectation of 38%; HSBC expects operating profit to reach 27000000000 USD, with sales slightly above the upper end of guidance; JPMorgan believes that AWS margin expansion and improved efficiency in the retail business will continue to drive profit growth; Morgan Stanley highlights the retail business's positioning in intelligent-agent commerce and Bedrock's AI platform market position.
Original link https://m.theblockbeats.info/flash/374134
Key points
01
Amazon will release its earnings report after the U.S. stock market closes on Thursday.
02
2026 fiscal-year Q3 quarterly revenue forecast is 202244000000 USD, with year-over-year growth expected at 12.25%。
03
net profit is forecast at 21363000000 USD, with year-over-year growth expected at 0.83%。
04
Bank of America expects AWS revenue to grow year over year by 40%, above the market consensus expectation of 38%。
05
HSBC expects Amazon's operating profit to reach 27000000000 USD, with sales slightly above the upper end of guidance.
06
JPMorgan believes that AWS margin expansion and improved efficiency in the retail business will continue to drive profit growth.
07
Morgan Stanley highlights Amazon's retail business positioning in intelligent-agent commerce and Bedrock's AI platform market position.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a pre-earnings-release forecast summary, not an official earnings report. The key points to watch are whether AWS growth can return to above 40%, as well as Amazon's capital expenditure, advertising monetization efficiency, and margin performance. The revenue, net profit,AWS growth, and operating profit figures in the article are all forecasts or expectations.
Why it matters to readers
The official earnings report will test the market's and investment banks' forecasts for Amazon's growth and profitability, particularly whether AWS growth and profit margins meet expectations.
Beginners should distinguish between “forecast figures” and “reported results” and verify these figures only after the official earnings report is released.
Risks and unknowns
Amazon's official earnings report has not yet been released, and the forecasts for revenue, net profit, and AWS growth have not been verified.
AWS It remains uncertain whether 40%growth can return to above
220000000000 USD The specific implementation of capital expenditure is not stated in the original text.
The actual performance of advertising monetization efficiency was not disclosed in the original text.
The original text does not provide the specific models or data underlying each investment bank's forecasts.
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Year-on-year growth
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