The Motley Fool
01 Aug 2026, 00:14 UTC · 3h ago
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Amazon Web Services (AWS) revenue grew 37% year-over-year to $42.2 billion, marking its fastest growth in 18 quarters. — Significant acceleration in the high-margin cloud business indicates strong AI demand and validates the core growth engine.
+0.80AWS operating income rose 64% year-over-year to $16.6 billion, with operating margins expanding to 39.4%. — Rapidly increasing profitability in the cloud segment offsets heavy capital expenditures and drives overall corporate earnings.
+0.70Amazon's trailing 12-month operating cash flow rose 33% year-over-year to $161.4 billion. — Strong operational cash generation proves the underlying business remains healthy despite the massive AI spend.
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Amazon expects capital spending to reach approximately $220 billion in 2026, an increase from previous projections due to rising memory costs. — Increased CapEx burdens the balance sheet and lowers free cash flow, though it signals aggressive investment in AI.
-0.30Amazon's trailing 12-month free cash flow turned negative at -$7.6 billion, compared to a positive $18.2 billion a year prior. — Negative FCF is typically a red flag, though the market mitigated this by focusing on the cause (investment) rather than operational failure.
-0.20Which stocks this story touches
Strong revenue growth, accelerating AWS performance, and positive market reaction despite high capital expenditure.
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