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Amazon Earnings Preview: AWS Is Booked up, and Wall Street Wants to Know What Comes Next

Amazon’s cloud backlog and Anthropic stake could drive results, as analysts expect 37.5% AWS revenue growth and focus on heavy AI spending.

Summary by GeekWire
Amazon reports third-quarter earnings Thursday with more demand for its AWS cloud services than it can supply, after CEO Andy Jassy said capacity is booked for this year and most of next. Analysts expect revenue of about $202 billion, up 12%, as investors look for signals about the company's spending plans for 2027.
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(Teleborsa) - Amazon is preparing to publish the results of the third quarter, with investors focusing mainly on cloud developments and the sustainability of intelligence investments...

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Seeking Alpha broke the news in Ra'anana, Israel on Tuesday, October 27, 2026.
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