AWS ARR Set to Hit $185B Growing 40% YoY While Investors Turn Bearish on Amazon
RihardJarc · x · 2026-10-30
Investor sentiment heading into Amazon's earnings print is notably negative, yet AWS is about to post one of its best quarters in history, with ARR likely reaching $185B, growing 40% YoY.
The author also argues the "agentic e-commerce disruption" narrative won't show up this quarter — agents are still far from mainstream.
Related event: AWS Set to Hit $185B Annual Revenue as Shorts Turn Bearish on Amazon(2 posts)→
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