Amazon Web Services (AWS) has **surpassed Wall Street forecasts** amid robust demand for cloud infrastructure, driving Amazon’s strong financial performance in the third quarter of 2025. AWS reported a **20% year-over-year sales increase to $33 billion**, exceeding analyst expectations and underlining its critical role as the key growth engine within Amazon’s broader business[1][2][3].
In the third quarter ending September 30, 2025, Amazon’s ove...
In the third quarter ending September 30, 2025, Amazon’s overall revenue grew 12% year-over-year to $180.2 billion, slightly beating the anticipated $177.75 billion. Earnings per share (EPS) came in at $1.95, surpassing the forecasted $1.56 by 25%. Despite these results, Amazon’s stock slipped 3.23% in after-hours trading, closing at $226.99[1][9][11].
AWS’s strong growth was highlighted by CEO Andy Jassy during...
AWS’s strong growth was highlighted by CEO Andy Jassy during the earnings call, who emphasized that AWS continues to lead the cloud market through innovation and expanding customer workloads, even as economic uncertainty persists. Jassy pointed to the division’s shift from cost-optimization to new workload deployment as a sign of renewed client confidence. The division’s expansion in generative AI capabilities, including products like AWS Bedrock and AI-focused chips (Trainium and Inferentia), has been a significant driver of demand and excitement in the market[2][4].
AWS’s operating income for Q3 stood at $11.4 billion, contri...
AWS’s operating income for Q3 stood at $11.4 billion, contributing substantially to Amazon’s total operating income of $17.4 billion, which was impacted by $4.3 billion in special charges including a $2.5 billion FTC settlement and $1.8 billion in severance costs. Excluding these charges, operating income would have been $21.7 billion[1][3][7].
The cloud division’s performance is particularly notable giv...
The cloud division’s performance is particularly notable given the broader tech industry context, where businesses had previously cut back on technology spending to manage costs. AWS’s ability to reaccelerate growth is attributed to infrastructure modernization efforts by clients and the appeal of its advanced AI services, positioning it strongly against competitors such as Microsoft Azure and Google Cloud[2][4][8].
Looking ahead, Wall Street remains bullish on AWS’s growth p...
Looking ahead, Wall Street remains bullish on AWS’s growth prospects, with expectations that cloud demand and AI integration will continue to fuel Amazon’s overall performance in the coming quarters. Analysts from Bank of America and others anticipate AWS will be a key driver of operating profits and sustained revenue growth into 2026[6].
In summary, AWS’s robust sales growth and technological inno...
In summary, AWS’s robust sales growth and technological innovation have enabled Amazon to surpass Wall Street expectations for Q3 2025, reinforcing AWS’s position as a dominant force in the cloud infrastructure market even amid economic challenges. This growth underscores the critical importance of cloud computing and AI capabilities in shaping the future trajectory of Amazon and the broader tech industry.
🔄 Updated: 10/31/2025, 5:10:36 PM
Amazon Web Services (AWS) surpassed Wall Street forecasts in Q3 2025 with a **20.2% year-over-year revenue growth**, reaching **$33.1 billion in sales through the first nine months** and an operating income increase to **$11.4 billion**, up from $10.4 billion in Q3 2024. CEO Andy Jassy attributed this growth to unprecedented AI-driven demand, highlighting AWS’s capacity expansion of **3.8 gigawatts in the past 12 months** and launching a new infrastructure region in New Zealand, with three more regions planned, underscoring AWS’s aggressive scaling strategy to meet rising cloud infrastructure needs[2][1][3].
🔄 Updated: 10/31/2025, 5:20:39 PM
Amazon Web Services (AWS) delivered a third-quarter revenue surge of 20.2% year-over-year to $33.1 billion, crushing Wall Street forecasts and marking its fastest growth since 2022, as demand for AI and core cloud infrastructure spiked across industries[2]. AWS operating income jumped to $11.4 billion in Q3 2025, up from $10.4 billion a year earlier, with CEO Andy Jassy highlighting that the company "added more than 3.8 gigawatts of capacity in the past 12 months" to meet accelerating client needs[2]. Technical analysts note that AWS’s re-acceleration—driven by high-profile AI partnerships and global infrastructure expansion, including a new New Zealand
🔄 Updated: 10/31/2025, 5:30:37 PM
Consumer and public reaction to AWS surpassing Wall Street forecasts has been notably positive, driven by confidence in its AI capabilities and cloud infrastructure. Analysts highlight that AWS's commitment growth remains strong, with 25-30% increases in long-term contracts reflecting renewed business investments in cloud modernization[2]. Additionally, AWS's customer base has expanded to 4.19 million businesses in 2025, with startups and SMBs growing by 28% year-over-year, signaling broad market acceptance and optimism about AWS’s future[4].
🔄 Updated: 10/31/2025, 5:40:46 PM
Amazon Web Services (AWS) exceeded Wall Street forecasts in Q3 2025, driven by a 13% year-over-year net sales growth to $180.2 billion for Amazon, surpassing analyst expectations, with AWS playing a critical role amid strong demand for cloud infrastructure[3]. CEO Andy Jassy emphasized the transformative impact of generative AI within AWS, highlighting innovations like the AI-powered assistant Amazon Q and expanded AI model capabilities as key factors fueling AWS’s growth[2]. Additionally, AWS announced enhanced AI and security features, including new developments in Amazon Bedrock and runtime protection for Amazon EKS, further solidifying its leadership in cloud computing and AI services[4].
🔄 Updated: 10/31/2025, 5:50:53 PM
Amazon Web Services (AWS) exceeded Wall Street expectations with third-quarter sales rising 20% year-over-year to $33.0 billion, driven by robust cloud infrastructure demand[1]. Following the earnings release, Amazon's stock price surged approximately 3.5%, reflecting investor confidence in AWS’s strong operating income of $17.4 billion[1]. Analysts noted that this performance "reinforces AWS's dominant position in the cloud market," contributing to positive market momentum.
🔄 Updated: 10/31/2025, 6:01:01 PM
Amazon Web Services (AWS) reported $22.1 billion in sales for Q3 2025, a 12% increase that surpassed Wall Street expectations, driven by sustained cloud infrastructure demand and innovative AI offerings like Amazon Bedrock and Trainium chips, according to CEO Andy Jassy[2]. Industry experts emphasize AWS’s dominant 30% market share in global cloud infrastructure and its strategic push into generative AI as key factors stabilizing growth despite broader economic uncertainty[2][4]. Analysts from Bank of America and Deutsche Bank highlight robust AI scaling and strong holiday demand, with Deutsche Bank projecting AWS operating income could reach $21 billion, reflecting broad-based acceleration in generative AI adoption[5].
🔄 Updated: 10/31/2025, 6:10:57 PM
Amazon's stock surged 13% on Thursday after AWS reported a 20% year-over-year sales increase to $33.0 billion, surpassing Wall Street forecasts and sparking a rally among investors. The strong cloud infrastructure demand, highlighted by CEO Andy Jassy as "growing at a pace we haven't seen since 2022," drove the market's positive reaction, with analysts calling the quarter a potential turning point for Amazon's leadership in tech.
🔄 Updated: 10/31/2025, 6:20:54 PM
Amazon Web Services (AWS) surpassed Wall Street expectations with $22.1 billion in Q3 sales, marking a 12% growth fueled by strong cloud infrastructure demand and AI-related innovations, despite a slight slowdown from the previous quarter's 15% growth rate[2]. Industry experts emphasize AWS's leadership in the cloud market, holding 30% of global cloud infrastructure, and highlight CEO Andy Jassy’s focus on generative AI services like Bedrock as pivotal for sustained growth amid economic uncertainty[2][4]. Analysts from Bank of America and Deutsche Bank express bullish sentiments, projecting continued robust AWS growth driven by AI demand and improved operating margins, with Deutsche Bank estimating AWS could add hundreds of millions in incremental AI revenue next quarter[5].
🔄 Updated: 10/31/2025, 6:30:54 PM
AWS surpassed Wall Street forecasts with $22.1 billion in sales in the latest quarter, marking a 12% increase driven by strong cloud infrastructure demand, particularly in generative AI and new workload deployments, according to CEO Andy Jassy[2]. Industry experts highlight AWS’s leadership with a 30% global cloud market share and bullish growth prospects, with Bank of America and Deutsche Bank projecting robust AI-driven earnings and operating income well above consensus, citing Amazon’s expanding AI services and strategic partnerships[3][5]. Analysts emphasize that demand currently exceeds AWS’s capacity, signaling significant upside potential as the company ramps up infrastructure to meet customer needs[4].
🔄 Updated: 10/31/2025, 6:40:56 PM
Amazon Web Services (AWS) has surpassed Wall Street forecasts, reporting a 13% year-on-year sales growth to $180.2 billion in Q3 2025, fueled by surging demand for cloud infrastructure and AI services. Public reaction has been overwhelmingly positive, with Amazon shares surging over 12% in extended trading and analysts noting that AWS’s market share now stands at 30% globally, far ahead of rivals Microsoft (20%) and Google (12%). “The combination of companies renewing infrastructure modernization efforts and the appeal of AWS’s AI capabilities is reaccelerating growth,” said Bloomberg Intelligence analyst Anurag Rana, echoing investor sentiment that the worst of the cloud spending
🔄 Updated: 10/31/2025, 6:50:53 PM
Amazon's AWS division surged 20% year-over-year to $33.0 billion in Q3 2025, surpassing Wall Street forecasts and driving investor optimism amid robust cloud infrastructure demand. The stock jumped 13% in Thursday afternoon trading, with CEO Andy Jassy noting, "We continue to see strong demand in AI and core infrastructure." Analysts cited the AWS performance as a potential turning point for Amazon’s lagging stock, which had previously underperformed the broader tech sector.
🔄 Updated: 10/31/2025, 7:01:03 PM
Amazon Web Services (AWS) reported a Q3 2025 operating income of $11.4 billion, surpassing Wall Street forecasts amid robust demand for cloud infrastructure[1]. This strong performance is fueled by AWS’s expanding AI capabilities and major investments, including a $4 billion cloud region launch in Chile expected by late 2026 to boost AI services in Latin America[2]. CEO Andy Jassy emphasized generative AI's transformative impact on the cloud, underpinning AWS's continued growth trajectory[4].
🔄 Updated: 10/31/2025, 7:11:00 PM
Amazon Web Services (AWS) surpassed Wall Street forecasts in Q3 2025 with $33.1 billion in sales for the first nine months, growing 20% year-over-year amid surging AI-driven cloud demand, and posted an operating income of $11.4 billion[2][3]. Globally, AWS expanded its infrastructure with a new region in New Zealand and plans for three more, while its market share reached 30% worldwide, outpacing rivals Microsoft Azure (20%) and Google Cloud (13%), reflecting strong international demand and rapid customer growth, especially across the Americas, APAC, and the Middle East[2][6][7]. CEO Andy Jassy highlighted this momentum stating, “We continue to see strong demand
🔄 Updated: 10/31/2025, 7:20:58 PM
Amazon Web Services (AWS) exceeded Wall Street forecasts with a 20% year-over-year sales growth to $33 billion in Q3 2025, driving Amazon's earnings per share to $1.95, 25% above expectations[1][4]. Despite this strong cloud demand, Amazon’s stock initially dipped 3.23% after hours to $226.99, but then surged nearly 13% later the same day as investors reacted positively to AWS's robust performance and CEO Andy Jassy’s comments on sustained AI-driven growth[1][2][3].
🔄 Updated: 10/31/2025, 7:31:00 PM
Amazon Web Services (AWS) outperformed Wall Street forecasts with Q3 revenue hitting $27.45 billion and an annual revenue run rate nearing $110 billion, maintaining a 30% global cloud market share[2][3]. AWS is expanding its $105 billion capital expenditure in 2025 focused on proprietary AI hardware and hyperscale data centers, reinforcing its dominance amid intensifying competition from Microsoft Azure—whose cloud business grew 31% in Q4 2024 but faces margin pressures from $30 billion annual AI infrastructure spending—and Google Cloud, which hold 20% and 13% market shares respectively[3][4]. AWS’s strategy of efficient reinvestment and leveraging AI-driven cloud infrastructure positions it to sustain leadership as the cloud market