AWS third-quarter revenue rises 39% to 46 billion dollars
Amazon said its cloud unit AWS earned 46 billion dollars in revenue in the third quarter of 2026. The company expects about 220 billion dollars of 2026 capex.
In results released on 29 October 2026, Amazon said AWS revenue rose 39% to 46 billion dollars. The company's purchases of property and equipment were 77.3 billion dollars in the quarter.
Amazon published results for the quarter ended 30 September on 29 October 2026. Its cloud unit, Amazon Web Services (AWS), grew 39% to 46 billion dollars from 33 billion dollars a year earlier. According to Amazon, AWS reached an annualized revenue run rate of 184 billion dollars and made up 23% of the company's total net sales.
- AWS operating income rose to 17.8 billion dollars from 11.4 billion dollars, an operating margin of 38.7%.
- Amazon's purchases of property and equipment were 77.3 billion dollars in the quarter, and the company expects 2026 cash capex of about 220 billion dollars.
- Spending by Fortune 500 companies on Amazon Bedrock grew nearly 7 times year over year.
- Amazon says tens of thousands of customers now use AgentCore, a fully managed service that helps them build, connect and improve agents securely at large scale.
Why it matters
Amazon chief executive Andy Jassy said the company projects AWS revenue growth of over 40% in both 2027 and 2028. Amazon's total net sales rose 12% to 201.9 billion dollars, and it expects fourth-quarter sales of 240 to 247 billion dollars. Faster cloud investment in AI services and agent infrastructure may mean new services arrive sooner for companies in Türkiye that use AWS, and it could also make regular monitoring of usage-based bills more important.
- AWS revenue rose 39% to 46 billion dollars.
- AWS operating income reached 17.8 billion dollars.
- Amazon expects about 220 billion dollars of capital spending in 2026.
Sources
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