[AMZN 26년 3분기] 실적 브리핑

2026년 10월 30일 오전 07:5712분

핵심 요약

AWS revenue grew 39.3% year over year to reach $46 billion, accelerating for the sixth consecutive quarter and achieving an annualized run rate of $184 billion.
Total capital expenditures for 2026 are projected at approximately $220 billion, driven heavily by aggressive AI and data center infrastructure expansion.
Free cash flow dropped significantly to negative $42.4 billion over the trailing 12 months due to a surge in property and equipment purchases for AI.
Amazon Bedrock emerged as the fastest-growing multi-billion-dollar service in AWS history, with token volume multiplying nearly 17 times year over year.
CEO Andy Jassy projected that both AWS and retail stores are on a path to become trillion-dollar revenue businesses within the next 5 to 10 years.