#股票财报季
🤖 进群聊算力动态
Amazon reports earnings after the US market closes on Thursday.
Revenue is expected to reach $202.2 billion, up 12.25% year over year.
Net income is expected to be $21.36 billion.
That’s only 0.83% growth year over year.
The market is focused on AWS.
Bank of America expects AWS growth to return to 40%.
The market consensus is 38%.
Capital expenditure this year is $220 billion.
Spending is outpacing profits, weighing on free cash flow.
HSBC expects operating profit of $27 billion.
Sales are slightly above the high end of guidance.
Morgan Stanley is focused on AI agent shopping in the retail business.
The report also discusses the Bedrock platform’s market position.
Cloud providers’ capital expenditure is a leading indicator of compute demand.
Only if growth holds at 40% can upstream orders stay strong.
The pace of capital spending matters more than revenue.
Pricing across this value chain moves with that number.
For crypto, AWS’s figures shape expectations for on-chain compute rental costs.
Do you think AWS can return to 40% growth this time? Share your thoughts in the comments.
🤖 进群聊算力动态
Amazon reports earnings after the US market closes on Thursday.
Revenue is expected to reach $202.2 billion, up 12.25% year over year.
Net income is expected to be $21.36 billion.
That’s only 0.83% growth year over year.
The market is focused on AWS.
Bank of America expects AWS growth to return to 40%.
The market consensus is 38%.
Capital expenditure this year is $220 billion.
Spending is outpacing profits, weighing on free cash flow.
HSBC expects operating profit of $27 billion.
Sales are slightly above the high end of guidance.
Morgan Stanley is focused on AI agent shopping in the retail business.
The report also discusses the Bedrock platform’s market position.
Cloud providers’ capital expenditure is a leading indicator of compute demand.
Only if growth holds at 40% can upstream orders stay strong.
The pace of capital spending matters more than revenue.
Pricing across this value chain moves with that number.
For crypto, AWS’s figures shape expectations for on-chain compute rental costs.
Do you think AWS can return to 40% growth this time? Share your thoughts in the comments.
