亚马逊公布截至6月30日的第二季度财报，净收入达62.65亿美元（每股5.75美元），同比增长244%；净销售额为2006亿美元，超过分析师预期的1970.3亿美元，同比增长19.7%1。其中云计算部门AWS表现亮眼，销售额增长37%，创18个季度以来最快增速，较上一季度的28%增速进一步加快1。
受业绩强劲驱动，亚马逊股价上涨近10%2。为支撑业务扩张，公司上调了未来资本支出规划，将2026年资本支出预测从2000亿美元上调至2200亿美元，主要用于数据中心和AI基础设施建设2。公司首席执行官Jassy表示，"AWS和Amazon Bedrock可以在没有自主前沿模型的情况下成为非常成功的业务"2。不过，亚马逊在过去12个月内现金储备减少7.6亿美元，出现首次负自由现金流2。
Amazon reported robust second-quarter financial results for fiscal year 2024, with net income reaching $6.265 billion, or $5.75 per share, compared to $1.816 billion, or $1.68 per share, in the year-ago period 1. Net sales climbed to $200.6 billion, representing a 19.7 percent increase from $167.7 billion in the prior-year quarter, surpassing analyst expectations of $197.03 billion 1. The company's strong performance was primarily fueled by its cloud computing division, AWS, which generated sales growth of 37 percent—the fastest expansion rate in eighteen quarters 1.
AWS revenue increased 37 percent in the quarter, reflecting accelerating momentum in the cloud services market 2. Looking ahead, the company raised its capital expenditure forecast for 2026 from $200 billion to $220 billion, directing these investments toward data center and artificial intelligence infrastructure development 2. Despite the substantial capital investments, Amazon's cash reserves declined by $760 million over the past twelve months, marking the company's first instance of negative free cash flow 2. Chief Executive Officer Andy Jassy stated that "AWS and Amazon Bedrock can be very successful businesses without our own frontier foundational models" 2.
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