Amazon.com Inc. (NASDAQ: AMZN) reports Q3-FY2026 total revenue above 204.0 billion USD — quarterly report October 29, 2026 after market close, confirmed by Amazon Investor Relations or Bloomberg by October 30, 2026
Miss
✦ AI-generated prediction
Published on 4. October 2026
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Predicted for 29. October 2026
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Based on: Historical Cycle
Amazon provided Q3 FY2026 revenue guidance of $197–202 billion. The Wall Street consensus sits above that at approximately $204.6 billion (MarketBeat/Yahoo Finance, as of October 4, 2026). Amazon has beaten consensus expectations in each of the last eight quarters, driven by double-digit AWS growth (~17% YoY) and rapidly expanding advertising revenues. The $204 billion threshold is only ~$2 billion above the top of Amazon's own guidance — a beat of this magnitude is historically the norm. No Polymarket market found for AMZN Q3 2026. Risks: macro slowdown, softer retail spending, FX headwind from a stronger USD.
Data basis for this prediction
- MarketBeat Amazon Q3 2026 Konsens-Umsatz: 204,6 Mrd. USD / EPS 1,96 USD (Stand 4.10.2026)
- Wall Street Zen earnings calendar: Reportdatum 29.10.2026 nach Börsenschluss (Stand 4.10.2026)
- Amazon Q3 FY2026 Guidance: $197–202 Mrd. (veröff. Q2-Bericht, ca. August 2026)
- AMZN Aktienkurs 4.10.2026: ~251,39 USD, Marktkapitalisierung 2,71 Bio. USD (Investing.com)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
Amazon meldete für Q3 FY2026 (Quartal bis 30. September 2026) einen Gesamtumsatz von 201,94 Mrd. USD — deutlich unter der Vorhersage-Schwelle von 204,0 Mrd. USD. Der tatsächliche Umsatz verfehlte damit nicht nur die Vorhersage (~2,06 Mrd. USD darunter), sondern auch den Wall-Street-Konsens von 202,22 Mrd. USD. Hauptgrund: Das Nordamerika-Segment (Retail) wuchs nur um 6 % auf 112,9 Mrd. USD und zog den Gesamtumsatz nach unten — trotz starkem AWS-Wachstum von 39,3 % (46 Mrd. USD) und solidem Ads-Wachstum (+12 % auf 19,6 Mrd. USD). Amazon-typischer Beat trat diesmal nicht ein; stattdessen verfehlte der Konzern sowohl beim Umsatz als auch beim EPS (1,89 USD vs. Konsens 1,97 USD). Quelle: MarketBeat/SEC 8-K (29.10.2026), CNBC, WindowsReport.
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.