AI REVENUE WARS ● 2026-10-30

Explorer

AWS

public segment · Cloud infrastructure · part of Amazon (consolidated)

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 (29)

PeriodMetricValueYoYQualityHowSource
Q3 FY2026 · 2026-07-01→2026-09-30filed revenue$45.98B+39.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q2 FY2026 · 2026-04-01→2026-06-30filed revenue$42.23B+36.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
as of 2026-06-30run-rateAWS AI business annual revenue run-rate$25.00B—reportedreported
“both AWS' AI business and Amazon's chips business, spanning Trainium and Graviton, crossed a $25 billion annual revenue run rate”
Amazon does not report AI revenue as a separate line; this is a run-rate from results coverage. The source says “more than” this figure.
Zacks (summary of Amazon's Q2 2026 results)
Q1 FY2026 · 2026-01-01→2026-03-31filed revenue$37.59B+28.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
FY2025 · 2025-01-01→2025-12-31filed revenue$128.72B+19.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q4 FY2025 · 2025-10-01→2025-12-31filed revenue$35.58B+23.6%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. Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q3 FY2025 · 2025-07-01→2025-09-30filed revenue$33.01B+20.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q2 FY2025 · 2025-04-01→2025-06-30filed revenue$30.87B+17.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q1 FY2025 · 2025-01-01→2025-03-31filed revenue$29.27B+16.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
FY2024 · 2024-01-01→2024-12-31filed revenue$107.56B+18.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q4 FY2024 · 2024-10-01→2024-12-31filed revenue$28.79B+18.9%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. Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q3 FY2024 · 2024-07-01→2024-09-30filed revenue$27.45B+19.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q2 FY2024 · 2024-04-01→2024-06-30filed revenue$26.28B+18.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q1 FY2024 · 2024-01-01→2024-03-31filed revenue$25.04B+17.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
FY2023 · 2023-01-01→2023-12-31filed revenue$90.76B+13.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q4 FY2023 · 2023-10-01→2023-12-31filed revenue$24.20B+13.2%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. Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q3 FY2023 · 2023-07-01→2023-09-30filed revenue$23.06B+12.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q2 FY2023 · 2023-04-01→2023-06-30filed revenue$22.14B+12.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q1 FY2023 · 2023-01-01→2023-03-31filed revenue$21.35B+15.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
FY2022 · 2022-01-01→2022-12-31filed revenue$80.10B+28.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q4 FY2022 · 2022-10-01→2022-12-31filed revenue$21.38B+20.2%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. Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q3 FY2022 · 2022-07-01→2022-09-30filed revenue$20.54B+27.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q2 FY2022 · 2022-04-01→2022-06-30filed revenue$19.74B+33.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q1 FY2022 · 2022-01-01→2022-03-31filed revenue$18.44B+36.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
FY2021 · 2021-01-01→2021-12-31filed revenue$62.20B+37.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q4 FY2021 · 2021-10-01→2021-12-31filed revenue$17.78B+39.5%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. Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-K
Q3 FY2021 · 2021-07-01→2021-09-30filed revenue$16.11B+38.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q2 FY2021 · 2021-04-01→2021-06-30filed revenue$14.81B+37.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q
Q1 FY2021 · 2021-01-01→2021-03-31filed revenue$13.50B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Segment/product line: StatementBusinessSegmentsAxis=AmazonWebServicesSegmentMember.
10-Q