AI ki daud ka bill: Amazon ka AWS 39% badha, lekin EPS anumaan se kam aur $220 billion ke capex ki chinta mein share after-hours lagbhag 7% gira
Q3 revenue $201.9 billion (12% badhat), AWS ka backlog $578 billion. Company ne 2027 mein aur zyada kharch ka sanket diya.
Amazon ne July-September timahi mein $201.94 billion ka revenue darj kiya, jo saal-dar-saal 12% zyada hai lekin analysts ke $202.22 billion ke anumaan se thoda kam. MarketBeat ke mutabik prati share kamaai (EPS) $1.89 rahi, jabki anumaan $1.97 ka tha. Cloud business AWS ka revenue 39% badhkar $46 billion hua aur uska backlog $578 billion bataaya gaya. Operating income 61% badhkar $28.1 billion raha.
Company ne 2026 ke liye lagbhag $220 billion ke cash capex ka anumaan diya aur kaha ki 2027 mein kharch isse kaafi zyada hoga. Motley Fool ke mutabik management ne 2027 aur 2028 mein AWS ki growth 40% se upar rehne ka anumaan bhi jataya. Phir bhi niveshakon ne bhaari AI kharch par chinta dikhaayi — share regular session mein 4.25% girkar $243.79 par band hua aur after-hours mein lagbhag 7% aur fisla. Q4 ke liye company ne $240–247 billion ke revenue ka guidance diya hai.