Key facts: Amazon.com, Inc. Q3; $110B Anthropic AWS Deal; $25B Invest
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- Amazon (AMZN) will report its third-quarter results on October 29, after the market closes. Traders will look at expected revenue of about $202.2 billion, adjusted earnings per share of about $1.96, AWS growth, its order backlog, demand for computing capacity, and spending related to AI. 3 sources
- Anthropic's filing to go public shows long-term cloud computing agreements that link Amazon (AMZN) to at least $110 billion in promised spending. The money Amazon earns from these agreements will come in over many years. GuruFocus
- In April 2026, Amazon agreed to invest up to $25 billion in Anthropic. It also agreed to spend at least $110 billion on AWS services through 2036. The deal includes up to 5 gigawatts of computing capacity to train Claude AI models. Invezz
- In the second quarter, Amazon (AMZN) reported revenue of $200.6 billion, including $42.2 billion from AWS. It also reported $53.4 billion in income before tax from activities outside its main operations, linked to its Anthropic investments. Its free cash flow over the previous 12 months was negative $7.6 billion, partly because it spent more on AI infrastructure. GuruFocus
- Amazon (AMZN) is a major investor in and supporter of Anthropic. Amazon Web Services provides much of the cloud computing power the AI company needs. This shows Amazon's important role in building the systems that support AI. Invezz
- Options prices before Amazon's (AMZN) earnings report suggest that traders expect the stock price could move by about 6.6% to 7.2%. After past earnings reports, the stock rose 10.9% in July and fell 13.5% in February. GuruFocus
- Recent reports say Amazon.com, Inc. (AMZN) continues to focus on retail performance and growth in its own-brand products. The company is also working to make money from AI through AWS and its retail platform. GuruFocus
- Amazon (AMZN) plans to issue six groups of bonds priced in Swiss francs. This will be its first multi-part bond offering in Swiss francs and its first time using this type of debt structure in that currency. Reuters
- Forty-four analysts cover Amazon (AMZN). Of these, 42 recommend buying the stock and 2 recommend holding it. Their average price target is $331.54, with estimates ranging from $230 to $400. The average target is about 33% above the latest closing price. Estrategias de Inversión
- Amazon (AMZN) shares traded at around $249.56, up about 0.63%. Traders were considering Amazon's deal with Anthropic, its spending on AI infrastructure, and its cloud business growth figures. GuruFocus
This summary was created by AI and may contain mistakes. Please check the original sources to confirm any important information.