Kết quả kinh doanh quý 2 năm 2026 của Amazon vượt kỳ vọng, tăng trưởng AWS đạt mức cao nhất trong 18 quý

The Wall Street Journal reports that Amazon released its Q2 2026 earnings report, showing strong overall performance, with shares rising over 9% in after-hours trading. In key metrics, AWS cloud revenue reached $42.2 billion, up 37% year-over-year—the fastest growth rate in nearly 18 quarters—with an operating profit of $16.6 billion, up 64% year-over-year, pushing the margin to 39.4%. AWS’s backlog of customer contracts reached $496 billion. Overall net sales rose 20% year-over-year to $200.6 billion, with an operating profit of $27.5 billion. Looking ahead, CEO Andy Jassy stated that Amazon’s 2026 capital expenditure forecast has been raised from $200 billion to $220 billion, primarily driven by rising memory costs; however, even with this increase, capacity is still expected to fall short of demand over the next two years. Jassy also noted that 85% of global IT spending remains on-premises, and the cloud migration wave is far from over, with AWS capturing the “largest share” of enterprise migration initiatives.