WS #13092

From 500 msgs · 5 key-dev

Apple beat Q3 estimates with record revenue of $109.4B and EPS of $2.02, but guided Q4 revenue below consensus at $111.7B-$113.7B, citing significant supply constraints, sending stock down ~4% after hours. Amazon reported Q2 revenue of $200.6B (up 20% YoY) and EPS of $5.75 vs $1.82 expected, with AWS growing 37% and guiding $200B capex for 2026, sending stock up ~8% after hours.

Apple Q3 Earnings Beat but Weak Guidance

Apple beat Q3 estimates with record revenue of $109.4B and EPS of $2.02, but guided Q4 revenue below consensus at $111.7B-$113.7B, citing significant supply constraints, sending stock down ~4% after hours.

Amazon reported Q2 revenue of $200.6B (up 20% YoY) and EPS of $5.75 vs $1.82 expected, with AWS growing 37% and guiding $200B capex for 2026, sending stock up ~8% after hours.

Full world state #13092