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Amazon's release shows AWS sales up 39% to $46.0 billion last quarter

The release shows AWS operating income of $17.8 billion and says Amazon still expects about $220 billion of cash capital expenditures in 2026.

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Check our sources · 10 facts from 2 sources

AWS net sales rose 39% to $46.0 billion in the third quarter, and Amazon still expects about $220 billion of cash capital spending in 2026, according to its results release dated 29 October 2026. AWS operating income was $17.8 billion, against $11.4 billion a year earlier, so it grew by more than half.

Amazon's trailing twelve-month free cash flow was an outflow of $42.4 billion, against an inflow of $14.8 billion a year earlier; the release ties this mainly to a $94.8 billion year-over-year rise in purchases of property and equipment net of proceeds from sales and incentives, which it says primarily reflects investments in artificial intelligence.

Andy Jassy says in the release that the AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in the quarter.

Amazon's own earnings preview page says total Bedrock token volume is growing nearly 17 times year over year and lists Moonshot AI's Kimi K3 and Z.ai's GLM 5.3 among the models added to Amazon Bedrock.

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1 Amazon.com announces third quarter resultsAmazon · 29 Oct 2026 · 8 facts Open the source archived copy

  1. Amazon's third-quarter 2026 release says AWS net sales were $46.0 billion, up 39%.

    AWS segment sales increased 39% year-over-year to $46.0 billion.
    cite

  2. The release says: "We continue to expect 2026 cash capital expenditures to be approximately $220 billion."

    We continue to expect 2026 cash capital expenditures to be approximately $220 billion.
    cite

  3. The release's forward-looking statements reflect Amazon's expectations as of 29 October 2026, and the release, published that day, says a conference call would be webcast live that day.

    Toned down to what the source says
    The following forward-looking statements reflect Amazon.com's expectations as of October 29, 2026 ... A conference call will be webcast live today at 2:00 p.m. PT/5:00 p.m. ET
    cite

  4. AWS operating income was $17.8 billion in the third quarter of 2026, against $11.4 billion a year earlier.

    AWS segment operating income was $17.8 billion, compared with $11.4 billion in third quarter 2025.
    cite

  5. Trailing twelve-month free cash flow was an outflow of $42.4 billion, against an inflow of $14.8 billion a year earlier.

    Free cash flow decreased to an outflow of $42.4 billion for the trailing twelve months ... This compares to free cash flow inflow of $14.8 billion for the trailing twelve months ended September 30, 2025.
    cite

  6. The release attributes the free cash flow change primarily to a $94.8 billion year-over-year increase in purchases of property and equipment, net of proceeds from sales and incentives, which it says primarily reflects investments in artificial intelligence.

    Toned down to what the source says
    driven primarily by a year-over-year increase of $94.8 billion in purchases of property and equipment, net of proceeds from sales and incentives. This increase primarily reflects investments in artificial intelligence.
    cite

  7. Jassy says in the release: "Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3". the company says

    Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3 ($184 billion revenue run rate) ... said Andy Jassy, President and CEO, Amazon.
    cite

  8. The release does not mention Trainium.

    Searched the whole release page text for Trainium: no occurrence.
    cite
2 Amazon Q3 2026 earnings previewAmazon · 29 Oct 2026 · 2 facts Open the source archived copy

  1. Amazon's earnings preview page says total Bedrock token volume is growing nearly 17x year over year. the company says

    total Bedrock token volume growing nearly 17x year-over-year.
    cite

  2. Amazon's earnings preview page lists Moonshot AI's Kimi K3 and Z.ai's GLM 5.3 among the models that joined Amazon Bedrock.

    Amazon expanded Bedrock's leading selection of frontier and open weight models, adding ... Moonshot AI's Kimi K3; SpaceXAI's Grok 4.7; Z.ai's GLM 5.3
    cite

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