AWS ARR to hit $185B growing 40% YoY, yet investors turn negative pre-earnings
RihardJarc · x · 2026-10-30
Investor Rihard Jarc says $AMZN remains one of his biggest positions and he doesn't care about quarterly sentiment, but he's surprised by the negativity going into the print given his own positive stance. He previously noted AWS is about to have one of its best quarters in history, with ARR probably reaching $185B, growing 40% YoY.
He also argues the feared "agentic ecomm disruption" won't show up this quarter — agents are far from mainstream.
Related event: AWS Set to Hit $185B Annual Revenue as Shorts Turn Bearish on Amazon(2 posts)→
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