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2026-08-07 14:43 UTC → 2026-08-07 14:43 UTC ·
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Analysts in In late July 2024 2026 analysts projected a strong second‑quarter earnings beat for Amazon, citing rapid expansion of AWS and driven by two key factors. First, a sizable mark‑to‑market gain from revaluation of its 21 % stake in AI startup Anthropic. Amazon confirmed the outlook, reporting a 37 % year‑over‑year rise Anthropic—valued at roughly $965 billion in AWS revenue a confidential filing—could lift the stake’s worth to $42.2 about $202.6 billion, robust e‑commerce and advertising performance, implying a $496 paper gain of roughly $128 billion cloud backlog and for the quarter. Second, Amazon Web Services India reported a $220 billion capital‑expenditure plan. The momentum continued. By August 2026 Amazon’s market capitalization reached $3 trillion, joining Nvidia and Apple. AWS generated mid‑double‑digit billions of operating income more‑than‑tenfold jump in 2025 with software‑like margins, while AI offerings more than tripled quarterly consolidated net profit. Advertising profit to Rs 242.8 crore, with revenue topped $60 billion, up about 20 21 % YoY, and the logistics network underpinned third‑party sellers and same‑day delivery. In late July 2026 Amazon was expected to post another earnings boost, driven by a projected $128 billion paper gain on its Anthropic stake and a ten‑fold rise in AWS India’s net profit, reflecting Rs 20,225.6 crore, underscoring rapid cloud expansion of the cloud business in the region. In early August 2026 the company reaffirmed These developments reinforced the momentum that had carried Amazon to a $3 trillion valuation, emphasizing market‑capitalisation by August 2026. The company reaffirmed that cloud and AI as had become its primary profit engine and engine, cementing its transformation from a retail‑centric firm to a technology‑driven giant. The continued strength of AWS, bolstered by international growth and the valuation of its AI investments, remains central to Amazon’s financial outlook and its standing among the world’s most valuable public companies.