Tag: Amazon

Amazon Q2 2026 AWS Momentum Accelerates as AI Investment Climbs
August 4, 2026

Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs

Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution....
Amazon’s Sleep Studio Finally Strengthens the Value of Amazon Kids+
July 7, 2026

Amazon’s Sleep Studio Finally Strengthens the Value of Amazon Kids+

Olivier Blanchard, Research Director at The Futurum Group, examines how Amazon Sleep Studio expands Amazon Kids+ with bedtime content, scheduling tools, parental controls, and Echo device integrations for families....
Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges
May 4, 2026

Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges

Futurum Research analyzes Amazon’s Q1 FY 2026 earnings, focusing on AWS re-acceleration, custom silicon expansion, and agentic AI product moves shaping near-term spending and longer-term positioning....
Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?
April 23, 2026

Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?

Brendan Burke, Research Director at Futurum, examines how Anthropic's $100 billion decade-long commitment to AWS Trainium and Graviton reshapes frontier AI infrastructure economics and supply dynamics....
AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Amazon CES 2026 Do Ring, Fire TV, and Alexa+ Add Up to One Strategy
February 5, 2026

Amazon CES 2026: Do Ring, Fire TV, and Alexa+ Add Up to One Strategy?

Olivier Blanchard, Research Director at The Futurum Group, examines Amazon’s CES 2026 announcements across Ring, Fire TV, and Alexa+, focusing on AI-powered security, faster interfaces, and expanded assistant access across...
Amazon Q3 FY 2025 Earnings AWS Reaccelerates, Retail and Ads Grow
November 4, 2025

Amazon Q3 FY 2025 Earnings: AWS Reaccelerates, Retail and Ads Grow

Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
New Amazon Devices Signal the Expansive Market Potential of Alexa+
October 22, 2025

New Amazon Devices Signal the Expansive Market Potential of Alexa+

Olivier Blanchard, Research Director at Futurum, shares insights on how new Amazon Alexa+ devices and companion product updates reflect Amazon’s expanding AI-driven smart home strategy anchored in purpose-built hardware....
Amazon’s Alexa Plus Takes A Voice-First Design With AI
October 15, 2025

Amazon’s Alexa+ Challenges GPT and Gemini with Voice-First Design

Olivier Blanchard, Research Director at Futurum, shares his insights on how Amazon’s Alexa+ redefines the AI assistant market by prioritizing voice-first, home-centered intelligence over productivity and search-driven models....
Amazon’s AZ3 Chips Help Advance Voice-First AI Agentic UX
October 14, 2025

Amazon’s AZ3 Chips Help Advance Voice-First AI Agentic UX

Olivier Blanchard, Research Director at Futurum, shares insights on how Amazon AZ3 chips and AZ3 Pro enable on-device AI acceleration, sensor fusion, and advanced language model execution for Alexa+....
Momentum Shifts in the Tech Sector Q3 2025
October 3, 2025

Futurum Tech Vanguards 2025 Q3: The Established Resurge

Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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