AI REVENUE WARS ● 2026-10-30

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Amazon (consolidated)

public · AMZN · SEC filings · Cloud infrastructureAdvertising & search

Segments and product lines: AWSAmazon Ads

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (51)

PeriodMetricValueYoYQualityHowSource
Q3 FY2026 · 2026-07-01→2026-09-30filed revenue$201.94B+12.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2026 · 2026-07-01→2026-09-30capex$77.26B+120.1%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 9-month year-to-date (10-Q filed 2026-10-30) minus 6-month year-to-date (10-Q filed 2026-07-31).
10-Q
Q2 FY2026 · 2026-04-01→2026-06-30filed revenue$200.61B+19.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2026 · 2026-04-01→2026-06-30capex$54.21B+68.4%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 6-month year-to-date (10-Q filed 2026-07-31) minus 3-month year-to-date (10-Q filed 2026-04-30).
10-Q
Q1 FY2026 · 2026-01-01→2026-03-31filed revenue$181.52B+16.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2026 · 2026-01-01→2026-03-31capex$44.20B+76.7%verifiedreported · us-gaap:PaymentsToAcquireProductiveAssets10-Q
FY2025 · 2025-01-01→2025-12-31filed revenue$716.92B+12.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2025 · 2025-10-01→2025-12-31filed revenue$213.39B+13.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-02-06) minus nine-month year-to-date revenue (10-Q filed 2025-10-31). Q4 is not filed as a three-month figure.
10-K
Q4 FY2025 · 2025-10-01→2025-12-31capex$39.52B+42.0%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 12-month year-to-date (10-K filed 2026-02-06) minus 9-month year-to-date (10-Q filed 2025-10-31).
10-K
Q3 FY2025 · 2025-07-01→2025-09-30filed revenue$180.17B+13.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2025 · 2025-07-01→2025-09-30capex$35.09B+55.1%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 9-month year-to-date (10-Q filed 2025-10-31) minus 6-month year-to-date (10-Q filed 2025-08-01).
10-Q
Q2 FY2025 · 2025-04-01→2025-06-30filed revenue$167.70B+13.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2025 · 2025-04-01→2025-06-30capex$32.18B+82.7%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 6-month year-to-date (10-Q filed 2025-08-01) minus 3-month year-to-date (10-Q filed 2025-05-02).
10-Q
Q1 FY2025 · 2025-01-01→2025-03-31filed revenue$155.67B+8.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2025-01-01→2025-03-31capex$25.02B+67.6%verifiedreported · us-gaap:PaymentsToAcquireProductiveAssets10-Q
FY2024 · 2024-01-01→2024-12-31filed revenue$637.96B+11.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2024 · 2024-10-01→2024-12-31filed revenue$187.79B+10.5%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-02-07) minus nine-month year-to-date revenue (10-Q filed 2024-11-01). Q4 is not filed as a three-month figure.
10-K
Q4 FY2024 · 2024-10-01→2024-12-31capex$27.83B+90.8%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 12-month year-to-date (10-K filed 2025-02-07) minus 9-month year-to-date (10-Q filed 2024-11-01).
10-K
Q3 FY2024 · 2024-07-01→2024-09-30filed revenue$158.88B+11.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2024 · 2024-07-01→2024-09-30capex$22.62B+81.3%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 9-month year-to-date (10-Q filed 2024-11-01) minus 6-month year-to-date (10-Q filed 2024-08-02).
10-Q
Q2 FY2024 · 2024-04-01→2024-06-30filed revenue$147.98B+10.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2024 · 2024-04-01→2024-06-30capex$17.62B+53.8%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 6-month year-to-date (10-Q filed 2024-08-02) minus 3-month year-to-date (10-Q filed 2024-05-01).
10-Q
Q1 FY2024 · 2024-01-01→2024-03-31filed revenue$143.31B+12.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2024 · 2024-01-01→2024-03-31capex$14.93B+5.0%verifiedreported · us-gaap:PaymentsToAcquireProductiveAssets10-Q
FY2023 · 2023-01-01→2023-12-31filed revenue$574.78B+11.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2023 · 2023-10-01→2023-12-31filed revenue$169.96B+13.9%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2024-02-02) minus nine-month year-to-date revenue (10-Q filed 2023-10-27). Q4 is not filed as a three-month figure.
10-K
Q4 FY2023 · 2023-10-01→2023-12-31capex$14.59B-12.1%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 12-month year-to-date (10-K filed 2024-02-02) minus 9-month year-to-date (10-Q filed 2023-10-27).
10-K
Q3 FY2023 · 2023-07-01→2023-09-30filed revenue$143.08B+12.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2023 · 2023-07-01→2023-09-30capex$12.48B-23.8%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 9-month year-to-date (10-Q filed 2023-10-27) minus 6-month year-to-date (10-Q filed 2023-08-04).
10-Q
Q2 FY2023 · 2023-04-01→2023-06-30filed revenue$134.38B+10.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2023-04-01→2023-06-30capex$11.46B-27.1%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 6-month year-to-date (10-Q filed 2023-08-04) minus 3-month year-to-date (10-Q filed 2023-04-28).
10-Q
Q1 FY2023 · 2023-01-01→2023-03-31filed revenue$127.36B+9.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2023-01-01→2023-03-31capex$14.21B-5.0%verifiedreported · us-gaap:PaymentsToAcquireProductiveAssets10-Q
FY2022 · 2022-01-01→2022-12-31filed revenue$513.98B+9.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2022 · 2022-10-01→2022-12-31filed revenue$149.20B+8.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-02-03) minus nine-month year-to-date revenue (10-Q filed 2022-10-28). Q4 is not filed as a three-month figure.
10-K
Q4 FY2022 · 2022-10-01→2022-12-31capex$16.59B-12.4%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 12-month year-to-date (10-K filed 2023-02-03) minus 9-month year-to-date (10-Q filed 2022-10-28).
10-K
Q3 FY2022 · 2022-07-01→2022-09-30filed revenue$127.10B+14.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2022 · 2022-07-01→2022-09-30capex$16.38B+4.0%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 9-month year-to-date (10-Q filed 2022-10-28) minus 6-month year-to-date (10-Q filed 2022-07-29).
10-Q
Q2 FY2022 · 2022-04-01→2022-06-30filed revenue$121.23B+7.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2022 · 2022-04-01→2022-06-30capex$15.72B+10.1%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 6-month year-to-date (10-Q filed 2022-07-29) minus 3-month year-to-date (10-Q filed 2022-04-29).
10-Q
Q1 FY2022 · 2022-01-01→2022-03-31filed revenue$116.44B+7.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2022 · 2022-01-01→2022-03-31capex$14.95B+23.8%verifiedreported · us-gaap:PaymentsToAcquireProductiveAssets10-Q
FY2021 · 2021-01-01→2021-12-31filed revenue$469.82B+21.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2021 · 2021-10-01→2021-12-31filed revenue$137.41B+9.4%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2022-02-04) minus nine-month year-to-date revenue (10-Q filed 2021-10-29). Q4 is not filed as a three-month figure.
10-K
Q4 FY2021 · 2021-10-01→2021-12-31capex$18.93B+27.7%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 12-month year-to-date (10-K filed 2022-02-04) minus 9-month year-to-date (10-Q filed 2021-10-29).
10-K
Q3 FY2021 · 2021-07-01→2021-09-30filed revenue$110.81B+15.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2021 · 2021-07-01→2021-09-30capex$15.75B+42.4%verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 9-month year-to-date (10-Q filed 2021-10-29) minus 6-month year-to-date (10-Q filed 2021-07-30).
10-Q
Q2 FY2021 · 2021-04-01→2021-06-30filed revenue$113.08B+27.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2021 · 2021-04-01→2021-06-30capex$14.29B—verifiedderived · us-gaap:PaymentsToAcquireProductiveAssets
Derived: 6-month year-to-date (10-Q filed 2021-07-30) minus 3-month year-to-date (10-Q filed 2021-04-30).
10-Q
Q1 FY2021 · 2021-01-01→2021-03-31filed revenue$108.52B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2021 · 2021-01-01→2021-03-31capex$12.08B—verifiedreported · us-gaap:PaymentsToAcquireProductiveAssets10-Q