Amazon raised its 2026 cash capex guidance to approximately $220 billion in its July 30 Q2 earnings release, up from the $200 billion target held since February, citing higher memory costs and elevated capacity needs for AI infrastructure. AWS revenue accelerated 37% year-over-year to $42.2 billion—the fastest pace in 18 quarters—with a $496 billion backlog and AI/chips businesses each exceeding $25 billion annualized run rates. Trailing twelve-month free cash flow flipped to negative $7.6 billion as property and equipment spending reached $169 billion, pressuring near-term returns while management highlighted customer-committed spend and attractive longer-term ROIC once capacity monetizes in 2027–2028. Traders monitor Q3 results, memory pricing trends, and hyperscaler peers for potential further revisions amid persistent demand exceeding supply.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$19,844 交易量
1700亿美元
90%
1800亿美元
96%
1900亿美元
94%
2000亿美元
83%
2100亿美元
71%
2200亿美元
60%
$19,844 交易量
1700亿美元
90%
1800亿美元
96%
1900亿美元
94%
2000亿美元
83%
2100亿美元
71%
2200亿美元
60%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified period are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release earnings materials for the fourth fiscal quarter of 2026 by April 30, 2027, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Amazon's official company earnings materials for the fourth fiscal quarter of 2026, including press releases, investor presentations, and regulatory filings (including the Annual Report on Form 10-K). If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Capital expenditures are defined as purchases of property and equipment as reported in Amazon's consolidated statements of cash flows under investing activities, consistent with how Amazon has historically disclosed this figure. Alternate metrics that differ in definition or scope will not be considered.
市场开放时间: Apr 23, 2026, 6:16 PM ET
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified period are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release earnings materials for the fourth fiscal quarter of 2026 by April 30, 2027, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Amazon's official company earnings materials for the fourth fiscal quarter of 2026, including press releases, investor presentations, and regulatory filings (including the Annual Report on Form 10-K). If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Capital expenditures are defined as purchases of property and equipment as reported in Amazon's consolidated statements of cash flows under investing activities, consistent with how Amazon has historically disclosed this figure. Alternate metrics that differ in definition or scope will not be considered.
Amazon raised its 2026 cash capex guidance to approximately $220 billion in its July 30 Q2 earnings release, up from the $200 billion target held since February, citing higher memory costs and elevated capacity needs for AI infrastructure. AWS revenue accelerated 37% year-over-year to $42.2 billion—the fastest pace in 18 quarters—with a $496 billion backlog and AI/chips businesses each exceeding $25 billion annualized run rates. Trailing twelve-month free cash flow flipped to negative $7.6 billion as property and equipment spending reached $169 billion, pressuring near-term returns while management highlighted customer-committed spend and attractive longer-term ROIC once capacity monetizes in 2027–2028. Traders monitor Q3 results, memory pricing trends, and hyperscaler peers for potential further revisions amid persistent demand exceeding supply.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于



警惕外部链接哦。
警惕外部链接哦。
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