Amazon shares fell after the third-quarter report, which showed AWS growing 39%, its fastest pace in nearly five years, but fell short of expectations for revenue and earnings and came in light on fourth-quarter guidance. Revenue rose 12% to $201.9 billion and operating income climbed 61% to $28.1 billion, lifting the operating margin to 13.9% from 9.7% a year earlier. AWS now runs at about $184 billion in annual revenue, and CEO Andy Jassy projects growth above 40% in both 2027 and 2028. The stores business is growing more slowly, with North American sales up 6%, and the article argues that whether to keep holding the stock depends on whether AWS's reacceleration continues and whether the stores business can widen its margins.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Amazon’s Earnings Dip: One Furlong in a Long Race
Read the original on Yahoo Finance ↗
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AMZNcloud computingearningsretail
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Related tickers and likely impact
AMZN
▼ Likely negativeAmazon
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/29/2026 | 244.23 |
| Change that session | -4.07% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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