GoKawiilAWS revenue climbs 39% in Q3, beating analyst estimates
Amazon Web Services reported third-quarter revenue of $45.98 billion, a 39% year-over-year increase that topped the $45.29 billion analysts had expected, according to the company's statement. Operating income for the segment rose 55% to $17.77 billion, also exceeding forecasts, and AWS now represents nearly 23% of Amazon's total revenue, a record share.
GoKawiil's interpretation of the reporting above, not reported fact.
The acceleration shows AWS is not losing ground despite faster growth at Google Cloud and Microsoft Azure, both of which are closing the scale gap with Amazon's cloud unit. AWS's moves during the quarter, including expanding its Nvidia GPU offerings, acquiring startup DuckLabs, and signing deals with Meta and OpenAI, suggest the company is positioning itself to capture more of the AI infrastructure spending driving growth across all major cloud providers.
- AWS Q3 revenue hit $45.98 billion, up 39% year over year and above consensus estimates.
- AWS operating income rose 55% to $17.77 billion, also beating analyst expectations.
- AWS now makes up almost 23% of Amazon's total revenue, its highest share on record.
Source: cnbc.com — Jordan Novet, 2026-10-29
Published there as: “Amazon AWS posts 39% revenue growth as cloud rivals also accelerate”
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