AWS, Azure and Google Cloud post record quarterly revenue
Amazon Web Services revenue reached $46 billion, up 39% year over year, while Microsoft Azure hit $33.2 billion and Google Cloud $30.7 billion.
Amazon Web Services (AWS) reported quarterly revenue of $46 billion, up 39% year over year, its fastest growth in five years, according to digitaltoday.co.kr. The cloud unit's operating income for the quarter was $17.77 billion, up 55% and above the $16.97 billion StreetAccount estimate.
Microsoft said Azure cloud revenue for the quarter was $33.2 billion, up 48% year over year, above analysts' estimate of about $32.3 billion. Azure reached about 36% of Microsoft's total revenue.
Google Cloud revenue for the quarter was $30.7 billion, more than double the prior year, and its operating income rose from $3.6 billion to $11.1 billion. Google Cloud's remaining contracted backlog not yet booked as revenue stood at $561 billion.
AWS accounted for about 23% of Amazon's revenue, a record high. Amazon's overall quarterly revenue was $201.9 billion, up 12% year over year, with net income of $20.7 billion; both missed FactSet analyst estimates. Amazon shares fell more than 5% in after-hours trading on the 29th (local time).
Google's search advertising revenue growth was 12% in the quarter. In October 2025, search ad growth had been 19% in the first quarter and 17% in the second quarter, continuing a declining trend.
Quick answers
What were AWS's quarterly revenue and operating income?
AWS reported quarterly revenue of $46 billion, up 39% year over year, and operating income of $17.77 billion, up 55%.
How much did Microsoft Azure and Google Cloud earn in the quarter?
Azure cloud revenue was $33.2 billion, up 48% year over year. Google Cloud revenue was $30.7 billion, more than double the prior year.
How did Amazon's overall quarterly results compare with estimates?
Amazon's revenue was $201.9 billion and net income was $20.7 billion; both missed FactSet analyst estimates, and shares fell more than 5% in after-hours trading on the 29th.