💻 Technology · Next Month

Amazon Web Services (AWS) reports year-on-year net revenue growth of more than 20% in Amazon.com Inc.'s (NASDAQ: AMZN) Q2 2026 earnings report (July 30, 2026)

Hit ✦ AI-generated prediction Published on 17. July 2026 · Predicted for 30. July 2026 · Based on: Historical Cycle

Probability

68%

AWS is the world's largest cloud provider with ~31% market share. In Q1 2026 AWS grew ~23% YoY. TSMC Q2 2026 (reported July 16, 2026) posted 36% revenue growth on AI chips — HPC segment +20% sequentially, now 66% of wafer revenue. This chip boom confirms sustained cloud CapEx by all hyperscalers. Analysts project ~20–22% YoY for AWS Q2 2026. Positive sector context (Azure >39%, GCP >28% as open predictions). The open Amazon prediction covers only total EPS (USD 1.82), not AWS revenue.

Data basis for this prediction

TSMC Q2 2026: 36% Umsatzwachstum, HPC +20% sequenziell, 66% Wafer-Anteil (TechTimes, 16. Juli 2026)
AWS Q1 2026: ~+23% YoY Wachstum (Amazon IR Q1 2026 Earnings Release)
Amazon Q2 2026 Earnings Date: 30. Juli 2026 (Amazon IR / Yahoo Finance)
Analysten-Konsens AWS Q2 2026: ~20–22% YoY (Wall Street Estimates, aggregiert, Juli 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

AWS erzielte im Q2 2026 (berichtet 30. Juli 2026) ein Nettoumsatzwachstum von 37 % auf Jahresbasis – Umsatz von 42,2 Mrd. USD, gegenüber ~30,8 Mrd. USD im Q2 2025. Die Vorhersage (>20 % YoY) wurde damit klar übertroffen. Analysten hatten lediglich ~31 % erwartet; das tatsächliche Wachstum war das stärkste seit 18 Quartalen. Treiber waren KI-Nachfrage, steigende Backlog-Buchungen (496 Mrd. USD) und AWS-eigene Chip-/AI-Dienste mit jeweils >25 Mrd. USD annualisiertem Umsatz. Quellen: Yahoo Finance / Quartz ('Amazon Q2 2026 earnings: AWS grows 37%'), CNBC Q2 2026 earnings report, Amazon offizielles Earnings Release (businesswire/SEC).

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46%

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