Amazon Web Services (AWS) CEO Matt Garman delivers a keynote address during the AWS re:Invent conference in Las Vegas on Dec. 3, 2024.Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.Revenue at Amazon Web Services for the third quarter totaled $33 billion. Analysts polled by StreetAccount had expected $32.42 billion, or growth of 18.1%.AWS is the world's top provider of cloud infrastructure, but it's facing intensifying press ...

Amazon also reporting tonight just in case you thought you got all the crossurrens for the day's uh stock drivers down the street watching for growth in AWS and a return on its AI investments. Mackenzie Seagal has more on what to expect in today's tech check. Mac, you've had a busy week.Yes, it has been. Alphabet yesterday, Amazon today. Their stock really trades on its cloud business.And it has been a rough few quarters for Amazon. With Google, Meta, and Microsoft all raising their capex in their latest qu ...

Amazon, the latest and last cloud giant to report tonight after Microsoft and Google's results of course we got last night. Investors are watching for the growth at Amazon Web Services and also they'll keep an eye on the return on what Amazon is spending on AI. Mackenzie Sagalas has more on what we can expect in today's tech check.McKenzie, >> hey David. So, Amazon is under fresh pressure to prove that its AI investments are delivering real returns, especially after underdog Alphabet raised its capex and wa ...

Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025.Amazon is slated to post results for the third quarter after the closing bell Thursday.Here's what analysts polled by LSEG are looking for:Earnings per share: $1.57Revenue: $177.8 billionWall Street is also looking at other key revenue numbers:Amazon Web Services: $32.42 billion expectedAdvertising: $17.34 billion expectedAWS growth will be a major focus for investors once again, as the company faces intensifying pressu ...

公司财务表现与市场反应 - 微软第一季度的财务业绩凸显了人工智能和云业务的增长 [1] - 尽管业绩强劲，公司股价在盘后交易中承受下行压力，周四下跌22%至52976美元 [1][8] - 股价下跌可能与本财年指引、资本支出增加以及对OpenAI的股权投资费用有关 [5] - 公司股票在2025年迄今上涨266%，52周交易区间为34479美元至55545美元 [8] 人工智能与云业务增长动力 - 微软Azure业务表现突出，第一季度按固定汇率计算同比增长39%，是超大规模云服务商中的最高增长率之一 [5] - 公司商业剩余履约义务同比大幅增长51%，达到3920亿美元 [3] - 微软正全力投入人工智能建设，计划将AI容量同比增加80%，并在未来两年内将其数据中心足迹扩大约两倍 [3] - 公司拥有更多客户在其Azure基础设施上构建AI应用程序和智能体 [2] 分析师观点与投资价值 - 分析师认为微软正在“云领域持续把握增长机遇”，并指出“AI革命进入下一阶段” [2] - 尽管存在短期战术性问题，但对公司股票前景保持建设性看法，认为微软是科技行业乃至跨行业中最具吸引力的投资机会之一 [5][6] - 公司有能力利用云计算消费、数字化转型和生成式AI等长期趋势 [6] - 分析师预计微软有望加入市值5万亿美元俱乐部，并对2026财年给出强劲指引 [3] - 2026财年被认为是微软AI增长真正的拐点年份 [4] 财务指标与运营效率 - 公司在近期资本支出增加的情况下，依然在扩大运营利润率方面表现出色 [6] - 对OpenAI的投资将根据非GAAP每股收益进行调整，投资者应考虑持有OpenAI约27%股份的远期价值 [6] - 公司被描述为“在规模上实现增长复合”，并报告了坚实的利润率 [4]

By Deborah Mary Sophia, Akash Sriram and Jaspreet Singh (Reuters) -Four of the biggest U.S. technology companies flagged plans this week to accelerate capital spending over the next year but investors were most accepting of Google-parent Alphabet's ability to fund its plans from its cash flow. Alphabet, Microsoft, Facebook-owner Meta and Amazon all announced plans for higher annual capital expenditures as they pour money into chips and data centers. Shares of all of those companies, with the exception o ...

北京时间10月30日，WTT世界乒联发布公告称，"由于全球范围内的Microsoft Azure服务中断，WTT网 站近期遭遇了技术问题。目前各项服务正在逐步恢复，我们衷心感谢所有球迷在网站及WTT应用程序 完全恢复期间的耐心等待。在此期间，您可通过我们的独家转播合作伙伴观看WTT冠军赛的实时赛事 直播。" ...

Microsoft said Wednesday (Oct. 29) that it is working on issues that have been causing service degradation on Microsoft 365 (Business or Enterprise) productivity apps and Microsoft Azure cloud computing services.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all P ...

Key Takeaways AMZN's third-quarter results on Oct. 30 are likely to benefit from strengthening AWS cloud service offerings.AWS sales are projected at $32.49 billion for Q3 2025, indicating robust 18.4% year-over-year growth.Amazon Bedrock AgentCore launch and $100 million agentic AI investment position AWS for growth.Amazon’s (AMZN) third-quarter 2025 results, scheduled to be released on Oct. 30, are likely to reflect gains from its strengthening cloud service offerings.Amazon Web Services (“AWS”) remains t ...

In Brief Microsoft Azure, the cloud computing service provided by the company, is experiencing a significant outage on Wednesday. The problems started around 12 p.m. ET, and Microsoft has acknowledged the issue on the service’s status page.According to Microsoft, “We suspect that an inadvertent configuration change triggered this issue.” The company has not indicated when service will be restored. Multiple Microsoft services have gone offline as part of this outage, including Microsoft 365, Xbox, and Minec ...