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2026.07.31 09:51

Flying wheel AWS

LongPort - Dolphin Research
Dolphin Research

AMZN: AWS on a Tear, Finally Back with the Pack!

Mega-caps are rolling out results, and $Amazon(AMZN.US) reported its Q2 2026 print after the U.S. close on Jul 31 Beijing time.

The results vindicate Dolphin Research’s call last quarter. It is Amazon’s turn to shine.

1) AWS is taking off? YoY growth accelerated from 28% to 37%, with revenue at $42.2bn. Anthropic’s ARR surge has delivered tangible tailwinds to AWS.

More importantly, unlike most cloud peers, AWS is seeing both faster top-line growth and faster margin expansion. Segment OPM expanded 170bps QoQ...

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