$Amazon(AMZN.US) -9% after hours after offering 1Q guidance below consensus and forecasting FY2026 capex well above expectations (same as other hyper scalers).
4Q actuals- Sales $213.4B vs $211.4B est - AWS Sales $35.6B vs $34.8B est- Operating income $25.0B vs $24.8 est- Adj EPS $1.95 vs $1.97 est1Q outlook:- Sales $173.5-$178.5B vs $175.6B- Operating income $16.5-$21.5B vs $22.2B estFY’26 outlook- Capex $200B vs $146B est and +50% vs $130B in 2025.The copyright of this article belongs to the original author/organization.
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