97.0–$202.0B guide; GAAP diluted EPS .89 (vs ~.96 consensus, down from .95 Y/Y as prior-year had $9.5B pre-tax Anthropic gain); operating income $28.1B (+61% Y/Y) at 13.9% op margin (company's highest ever) tops $22.5–$26.5B guide; AWS net sales $46.0B (+39% Y/Y, fastest growth in nearly five years) tops ~$45.3B consensus; AWS operating income 7.8B (+55%) at 38.7% margin; AWS backlog $578B; North America 12.9B (+6%, op income $8.7B); International $43.1B (+5% rpt / +8% cc, op income .6B); Q4 2026 guide $240.0–$247.0B revenue (+12–16%) and $28.5–$33.5B op income; 2026 capex guided ~$220B; management says AWS growth will exceed 40% in 2027 and 2028; TTM FCF -$42.4B after $94.8B YoY increase in property-and-equipment spend; stock -7% to -10% after hours as FCF deterioration and capex intensity overshadow AWS acceleration" /> 97.0–$202.0B guide; GAAP diluted EPS .89 (vs ~.96 consensus, down from .95 Y/Y as prior-year had $9.5B pre-tax Anthropic gain); operating income $28.1B (+61% Y/Y) at 13.9% op margin (company's highest ever) tops $22.5–$26.5B guide; AWS net sales $46.0B (+39% Y/Y, fastest growth in nearly five years) tops ~$45.3B consensus; AWS operating income 7.8B (+55%) at 38.7% margin; AWS backlog $578B; North America 12.9B (+6%, op income $8.7B); International $43.1B (+5% rpt / +8% cc, op income .6B); Q4 2026 guide $240.0–$247.0B revenue (+12–16%) and $28.5–$33.5B op income; 2026 capex guided ~$220B; management says AWS growth will exceed 40% in 2027 and 2028; TTM FCF -$42.4B after $94.8B YoY increase in property-and-equipment spend; stock -7% to -10% after hours as FCF deterioration and capex intensity overshadow AWS acceleration" />