Microsoft’s Contracted Backlog Could Grow Into a $1 Trillion Opportunity
By Alex Sirois Publication Date: 2026-10-28 12:45:00 Customers are signing contracts with Microsoft faster than the company can build data…
Tag: backlog
Amazon’s AWS computing capacity nearly sold out through end-2027, backlog extends into 2028 — BigGo Finance
Amazon CEO Andy Jassy recently said that AWS cloud computing capacity is essentially sold out through the end of 2027,…
Microsoft, Amazon and Google “Will Beat Their Numbers” as a $2 Trillion Cloud Backlog Builds
Microsoft, Amazon and Google “Will Beat Their Numbers” as a $2 Trillion Cloud Backlog Builds ©Monkey Business Images and Nikada…
Amazon’s AWS Backlog Takes Center Stage Ahead of Q3 Earnings
Amazon.com Inc. (AMZN, Financials), the e-commerce and cloud computing business, goes into third-quarter earnings with investors focusing on whether its…
Microsoft’s $678B AI backlog is massive, but is the stock priced for perfection
By Mark Garro Publication Date: 2026-10-26 14:20:00 Microsoft’s $678B AI backlog is massive, but is the stock priced for perfection
Amazon Q3 Preview: AWS Backlog Conversion Justifies The Capex Surge (NASDAQ:AMZN)
Amazon.com, Inc. is in a transitional phase, ramping capital spending to accelerate AWS backlog conversion and drive durable AI-led growth.…
Amazon Q3: A $496 Billion Backlog And Negative Free Cash Flow
Amazon reports Q3 on Oct. 29, after a Q2 where AWS grew 37% YoY with a $496B backlog, accelerating for…
IBM and SAP Report Earnings: ‘Deferral, Not Destruction’ Meets SAP’s Cloud Backlog Test
By Trey Thoelcke Publication Date: 2026-10-20 12:20:00 IBM promised delayed deals would close and software growth would accelerate in the…
IBM and SAP Report Earnings: ‘Deferral, Not Destruction’ Meets SAP’s Cloud Backlog Test
By Trey Thoelcke Publication Date: 2026-10-20 12:20:00 Quick Read IBM missed Q2 EPS by $0.04 and fell 19% YTD; Wednesday’s…
AWS Backlog Hits $496 Billion While Cloud Margins Surge to 39% Making Amazon a Must-Own Growth Stock | The Motley Fool
Amazon (NASDAQ:AMZN) has become one of the most compelling buys among Magnificent Seven stocks and large-cap growth stocks in general.…