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].