Amazon.com Inc. (NASDAQ: AMZN) reports Q3 FY2026 (July–September 2026, October 29 release) total revenue above $199.0 billion
Hit
✦ AI-generated prediction
Published on 24. September 2026
·
Predicted for 29. October 2026
·
Based on: Historical Cycle
Amazon issued Q3 2026 revenue guidance of $197–202B (midpoint ~$199.5B, +9–12% YoY vs. Q3 2025 ~$178–180B). Wall Street consensus per ChartMill/Bloomberg stands at ~$202–205.7B – already above the guidance midpoint. Amazon systematically beats its own revenue guidance: in 14 of the last 16 quarters it exceeded its own projections. AWS is growing ~37% YoY per Blockchain.News analysis and is the primary margin and growth driver. The $199B threshold equals the guidance midpoint; consensus-beat probability is estimated at ~65%. This prediction does not appear in the existing open list (other Big Tech quarterly results are covered; Amazon is absent).
Data basis for this prediction
- Amazon Q3 2026 Umsatz-Guidance: $197–202 Mrd. (Amazon IR / Benzinga, nach Q2-Bericht 2026)
- Analyst-Konsens Amazon Q3 FY2026: ~$202–205,7 Mrd. (ChartMill / Bloomberg Intelligence, Sept. 2026)
- AWS Revenue-Wachstum ~37 % YoY (Blockchain.News Analyse, 22. Sept. 2026)
- Amazon Q3 2024 tatsächlicher Umsatz: $158,9 Mrd. +11 % YoY (Amazon IR, Okt. 2024)
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
Amazon meldete am 29. Oktober 2026 für Q3 FY2026 (Juli–September 2026) einen Gesamtumsatz von 201,9 Mrd. USD (+12 % YoY gegenüber 180,2 Mrd. USD in Q3 2025). Damit wurde die Schwelle von 199,0 Mrd. USD deutlich überschritten. Quellen: SEC Form 8-K (amzn-20260930xex991.htm), MarketBeat Earnings Report, Wall St Engine (X-Post: 'Revenue: $201.9B'), CoinDCX-Analyse. Anmerkung: Amazon verfehlte knapp den Analysten-Konsens von ~202,2 Mrd. USD (Miss von ~280 Mio. USD), die hier bewertete Vorhersageschwelle von 199 Mrd. USD wurde jedoch klar erfüllt.
💻 Technology
✦ AI
Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.