EPISODE · Apr 30, 2026 · 5 MIN
Pressure Points: Amazon 1Q'26 Earnings
from Pressure Points · host Deepwater Asset Management
Sounds like they’re keeping capex outlook unchanged. Up 48% y/y in CY26 compared to up 59% in CY25. The kicker is outside of AWS, they still have not had their AI moment. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Embed this episode
NOW PLAYING
Pressure Points: Amazon 1Q'26 Earnings
0:00
5:10
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of Pressure Points?
This episode is 5 minutes long.
When was this Pressure Points episode published?
This episode was published on April 30, 2026.
Can I download this Pressure Points episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!