Amazon's AWS segment grew 39% year-over-year in Q3 2026, marking its fastest growth in nearly five years and driving the company's highest-ever consolidated operating margin of 13.9%. AWS revenue hit $45.98 billion with operating income rising to $17.77 billion, supported by a $578 billion backlog and strong demand for custom silicon chips that reduce costs. CEO Andy Jassy projects AWS growth above 40% in 2027 and 2028, aiming for a trillion-dollar revenue business within 5 to 10 years. Despite heavy capital spending and AI margin pressures, Amazon's strong cash flow and expanding cloud business position it well against competitors like Walmart and Alphabet.
Amazon's AWS growth story contrasts with its stock performance, as AMZN shares are down 0.61% at USD 265.31 on Pluang. Meanwhile, competitors Walmart and Alphabet show mixed moves, with WMT up 0.83% at USD 126.70 and GOOGL down 0.56% at USD 286.54. These figures reflect active trading and investor sentiment as of Nov 10, 2026 20:42 WIB.
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Amazon.com remains a strong buy as its AWS backlog surged to $578 billion, with a diversified customer base reducing risk. Management aims for over 40% AWS revenue growth by 2027-2028 and operating profits possibly reaching $133 billion by 2028. Alth...
Alphabet and Amazon reported strong Q3 cloud growth, with Alphabet's Google Cloud revenue doubling and Amazon's AWS growing 39%. Alphabet integrates its custom TPU chips tightly with its own AI models, driving high demand and profitability, while Ama...
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