TechSignal.news
Carrier Signal

hyperscaler

Amazon (AWS)

Filing regime: GAAP · SEC CIK 0001018724

Appears in: Data Center Signal

AMZN
Revenue$200.6BQ2-2026 | SEC structured dataSource detail

SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | SEC structured data | SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q | Accessed 2026-08-06

Capital expenditures$54.2BQ2-2026 | SEC structured dataSource detail

SEC structured tag PaymentsToAcquireProductiveAssets | SEC structured data | SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q | Accessed 2026-08-06

Net income$62.6BQ2-2026 | SEC structured dataSource detail

SEC structured tag NetIncomeLoss | SEC structured data | SEC structured tag NetIncomeLoss | 10-Q | Accessed 2026-08-06

Source-reviewed points13Latest: Capex guidance (stated)Source detail

Capex guidance (stated) | 2026-07-30: $220B

Amazon.Com Inc (AMZN) 2026 Q2 Earnings Call Transcript | Independently verified | Accessed 2026-08-06

Hyperscaler bookings and backlog | Q2-2026: $496B

Amazon.Com Inc (AMZN) 2026 Q2 Earnings Call Transcript | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q2-2026: $42.2B

Amazon.com Announces Second Quarter Results | Independently verified | Accessed 2026-08-06

Hyperscaler bookings and backlog | Q1-2026: $364B

Amazon.Com Inc (AMZN) 2026 Q1 Earnings Call Transcript | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q1-2026: $37.6B

Amazon.com Announces Second Quarter Results | Independently verified | Accessed 2026-08-06

Capex guidance (stated) | 2026-02-05: $200B

Amazon.com Announces Fourth Quarter Results | Independently verified | Accessed 2026-08-06

Hyperscaler bookings and backlog | Q4-2025: $244B

Amazon.com, Inc. (AMZN) February 5, 2026 Earnings Call Transcript | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q4-2025: $35.6B

Amazon.com Announces Second Quarter Results | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q3-2025: $33B

Amazon.com Announces Second Quarter Results | Independently verified | Accessed 2026-08-06

Cloud/AI segment revenue | Q2-2025: $30.9B

Amazon.com Announces Second Quarter Results | Independently verified | Accessed 2026-08-06

SEC structured data

SEC Structured Data Trend Charts

Points render directly from data.sec.gov company-facts provenance and carry the filing tag used for extraction.

Revenue

Amazon (AWS) Revenue$245.5B$0Q1-2023Q2-2026$200.6B
Source trail for rendered points

Revenue · Q1-2023: $127.4B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q2-2023: $134.4B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q3-2023: $143.1B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q1-2024: $143.3B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q2-2024: $148B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q3-2024: $158.9B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q1-2025: $155.7B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q2-2025: $167.7B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q3-2025: $180.2B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q4-2025: $245.5B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-K · Accessed 2026-08-06 · SEC structured data

Revenue · Q1-2026: $181.5B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Revenue · Q2-2026: $200.6B

revenue: SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax · SEC structured tag RevenueFromContractWithCustomerExcludingAssessedTax | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures

Amazon (AWS) Capital expenditures$64.2B$0Q1-2023Q2-2026$54.2B
Source trail for rendered points

Capital expenditures · Q1-2023: $14.2B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q2-2023: $11.5B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2023: $12.5B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q1-2024: $14.9B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q2-2024: $17.6B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2024: $22.6B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q1-2025: $25B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q2-2025: $32.2B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q3-2025: $35.1B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q4-2025: $64.2B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-K · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q1-2026: $44.2B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Capital expenditures · Q2-2026: $54.2B

capex: SEC structured tag PaymentsToAcquireProductiveAssets · SEC structured tag PaymentsToAcquireProductiveAssets | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income

Amazon (AWS) Net income$62.6B$0Q2-2023Q2-2026$62.6B
Source trail for rendered points

Net income · Q2-2023: $6.8B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q3-2023: $9.9B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q4-2023: $33.4B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-K · Accessed 2026-08-06 · SEC structured data

Net income · Q1-2024: $10.4B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q2-2024: $13.5B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q3-2024: $15.3B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q1-2025: $17.1B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q2-2025: $18.2B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q3-2025: $21.2B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q4-2025: $32.6B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-K · Accessed 2026-08-06 · SEC structured data

Net income · Q1-2026: $30.3B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Net income · Q2-2026: $62.6B

net income: SEC structured tag NetIncomeLoss · SEC structured tag NetIncomeLoss | 10-Q · Accessed 2026-08-06 · SEC structured data

Source-reviewed history

Source-Reviewed Operating Series

Cloud/AI segment revenue

Is AI revenue scaling with AI capex — the payback question.

Amazon (AWS) Cloud/AI segment revenue$42.2B$0Q3-2024Q2-2026$42.2B
Aws Segment Net Sales
PeriodMeasureValue
Q3-2024Aws Segment Net Sales$27.5B
Q4-2024Aws Segment Net Sales$28.8B
Q1-2025Aws Segment Net Sales$29.3B
Q2-2025Aws Segment Net Sales$30.9B
Q3-2025Aws Segment Net Sales$33B
Q4-2025Aws Segment Net Sales$35.6B
Q1-2026Aws Segment Net Sales$37.6B
Q2-2026Aws Segment Net Sales$42.2B
Source trail for rendered points

Aws Segment Net Sales · Q3-2024: $27.5B

cloud segment revenue: Amazon.com Announces Fourth Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS Segment: Net sales $27,452 $28,786 $29,267 $30,873 $33,006 $35,579”

Aws Segment Net Sales · Q4-2024: $28.8B

cloud segment revenue: Amazon.com Announces Fourth Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS Segment: Net sales $27,452 $28,786 $29,267 $30,873 $33,006 $35,579”

Aws Segment Net Sales · Q1-2025: $29.3B

cloud segment revenue: Amazon.com Announces Second Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS $29,267 $30,873 $33,006 $35,579 $37,587 $42,232”

Aws Segment Net Sales · Q2-2025: $30.9B

cloud segment revenue: Amazon.com Announces Second Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS $29,267 $30,873 $33,006 $35,579 $37,587 $42,232”

Aws Segment Net Sales · Q3-2025: $33B

cloud segment revenue: Amazon.com Announces Second Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS $29,267 $30,873 $33,006 $35,579 $37,587 $42,232”

Aws Segment Net Sales · Q4-2025: $35.6B

cloud segment revenue: Amazon.com Announces Second Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS $29,267 $30,873 $33,006 $35,579 $37,587 $42,232”

Aws Segment Net Sales · Q1-2026: $37.6B

cloud segment revenue: Amazon.com Announces Second Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS $29,267 $30,873 $33,006 $35,579 $37,587 $42,232”

Aws Segment Net Sales · Q2-2026: $42.2B

cloud segment revenue: Amazon.com Announces Second Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“AWS $29,267 $30,873 $33,006 $35,579 $37,587 $42,232”

Capex guidance (stated)

Guidance revisions are the sector's leading indicator.

Amazon (AWS) Capex guidance (stated)$220B$02026-02-052026-07-30$220B
Cash Capex Guidance
PeriodMeasureValue
2026-02-05Cash Capex Guidance$200B
2026-07-30Cash Capex Guidance$220B
Source trail for rendered points

Cash Capex Guidance · 2026-02-05: $200B

capex guidance: Amazon.com Announces Fourth Quarter Results · Accessed 2026-08-06 · Independently verified

Quote
“we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital”

Cash Capex Guidance · 2026-07-30: $220B

capex guidance: Amazon.Com Inc (AMZN) 2026 Q2 Earnings Call Transcript · Accessed 2026-08-06 · Independently verified

Quote
“We now believe we will spend approximately $220 billion in cash CapEx in 2026. The higher cost of memory pushing this number up from our prior estimate of about $200 billion.”

Hyperscaler bookings and backlog

Master AI-infrastructure-demand headline metric and leading indicator of future revenue.

Amazon (AWS) Hyperscaler bookings and backlog$496B$0Q4-2025Q2-2026$496B
Aws Backlog
PeriodMeasureValue
Q4-2025Aws Backlog$244B
Q1-2026Aws Backlog$364B
Q2-2026Aws Backlog$496B
Source trail for rendered points

Aws Backlog · Q4-2025: $244B

hyperscaler bookings backlog: Amazon.com, Inc. (AMZN) February 5, 2026 Earnings Call Transcript · Accessed 2026-08-06 · Independently verified

Quote
“our backlog is $244 billion. That's up 40% year-over-year. I think it's up 22% quarter-over-quarter.”

Aws Backlog · Q1-2026: $364B

hyperscaler bookings backlog: Amazon.Com Inc (AMZN) 2026 Q1 Earnings Call Transcript · Accessed 2026-08-06 · Independently verified

Quote
“the backlog for Q1 is $364 billion. That does not include the recent deal that we announced with Anthropic for over $100 billion.”

Aws Backlog · Q2-2026: $496B

hyperscaler bookings backlog: Amazon.Com Inc (AMZN) 2026 Q2 Earnings Call Transcript · Accessed 2026-08-06 · Independently verified

Quote
“Our backlog stands at $496 billion, growing triple digits year-over-year.”

Current source layer

Current Source-Backed Data

No current-period source-backed data for this entity.

Source-backed timeline

Entity Signals Feed

No source-backed current-period signals in this feed.

Honest gaps

Excluded and Undisclosed Items

Not disclosed

1

Rejected

0

Unverifiable

0

Rejected items exist in the audited workflow when source, quote, or period checks fail; they are excluded from every displayed chart and table.