Amazon Earnings Preview: Focus on AWS's Rapid Growth and Margin Recovery, Revenue Expected to Grow 12.25% Year-over-Year

BlockBeats news, October 28 - Amazon will release its financial report after the U.S. stock market closes on Thursday. Whether AWS's growth rate can be verified to return above 40%, along with $220 billion in capital expenditures and advertising monetization efficiency, will be the focus of the financial report.

The Q3 single-quarter revenue forecast for fiscal year 2026 is $202.244 billion, with an expected year-over-year increase of 12.25%; the net profit forecast is $21.363 billion, with an expected year-over-year increase of 0.83%.

Major investment banks have also given their respective forward-looking views: Bank of America expects AWS revenue to grow 40% year-over-year, higher than the market consensus of 38%; HSBC expects its operating profit to reach $27 billion, with sales slightly above the upper end of guidance; JPMorgan believes AWS margin expansion and improved retail business efficiency will continue to drive profit growth; Morgan Stanley emphasizes the retail business's layout in the intelligent agent commerce sector and the market position of the Bedrock AI platform.