Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B
Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings, and boosted its full-year spending forecast to $200 billion.
CNBC Annie Palmer
Related Coverage
- Amazon to Spend $200 Billion as It Accelerates AI Projects Wall Street Journal · Sean McLain
- Amazon Q4 Highlights: Mixed Earnings, AWS Growth Hits Fastest Rate In 3 Years, CapEx $200B In 2026 Benzinga · Chris Katje
- Amazon Ad Revenue Rises 17% to $21.3 Billion in Q4 The Wrap · Lucas Manfredi
- Amazon tops Q4 earnings, but $200B projected capex spending sends stock sinking Yahoo Finance · Daniel Howley
- Amazon projects $200 billion in capital spending this year Reuters · Deborah Sophia
- Amazon Earnings Preview: All Eyes On CapEx ZeroHedge News · Tyler Durden
- Amazon and Google are winning the AI capex race — but what's the prize? TechCrunch · Russell Brandom
- AWS growth hits 3-year high, custom chips top $10B, as $200B capex plan rattles investors GeekWire · Todd Bishop
- Amazon stock falls after earnings on $200 billion capex plan Yahoo Finance · Shannon Carroll
- Stock Market Today, Feb. 5: Amazon Shares Drop on Tech Sell-Off Ahead of Earnings and AWS Growth Outlook Motley Fool · Howard Smith
- Amazon Plunges After Forecasting 50% Surge In Capex To $200BN ZeroHedge News · Tyler Durden
Discussion
-
@mikeisaac
Rat King
on x
amazon to spend $200 billion on capex in 2026, or twice the amount of Luxembourg's 2025 gross domestic product (cc @jyarow ) [image]
-
@josephpolitano
Joey Politano🏳️
on bluesky
total Amazon ($200B) Google ($175B) and Meta ($115B) capex this year and you're at half a trillion on their own, more than the GDP of Vietnam or Pakistan
-
r/wallstreetbets
r
on reddit
Amazon earnings are out - here are the numbers
-
r/ValueInvesting
r
on reddit
AMZN misses on EPS, down 10% in AH
-
@ophirgottlieb
Ophir Gottlieb
on x
$AMZN • Fastest growth for AWS in three-years • Largest operating profit for AWS ever • Largest AWS revenue ever 2/