Video taking off 30x its usual first day

Amazon earnings fall short of bullish hopes, Thill says

The Jefferies analyst questions how quickly Amazon can turn cloud contracts into revenue as spending on its AI future rises.

Channel:

Bloomberg Television Story of October 30, 2026Trari Newsroom

Why this story? The video opened at a pace of 365,345 views a day, 30 times a normal first day on this channel (12,070).

No One Wanted These Amazon Earnings, Thill Says

Things we can learn from the video

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0:19Thill says revenue met expectations, cloud slightly beat them, operating income exceeded estimates, and advertising missed.
0:56The results aren't terrible, Thill says, but they fall short of bullish investors' expectations.
1:42Amazon's higher-margin cloud business must offset its lower-margin retail operations, complicating comparisons with Microsoft.
2:18Thill questions why Amazon's large cloud contract backlog isn't converting into faster revenue growth.
2:56Supply constraints and data center construction delays are slowing AI cloud expansion across technology companies.

Amazon shares were sliding in after-hours trading when Brent Thill offered a distinction that investors might not find comforting: the results weren't terrible, but they weren't what bullish shareholders wanted.

Speaking on Bloomberg The Close, the Jefferies software and internet analyst pointed to a mixed report. Overall revenue met expectations, cloud revenue slightly exceeded them, and operating income came in ahead. Advertising, however, missed.

"This is not what the bulls were hoping for. It's not terrible, make no mistake, and Amazon stock is really cheap," Thill said.

The interview, titled "No One Wanted These Amazon Earnings, Thill Says," drew roughly 167,000 views in seven hours, already far beyond Bloomberg Television's usual first-day audience for regular videos.

Behind Thill's assessment is a practical question about the AI build-out: signing cloud contracts is one thing; having the capacity to serve those customers and collect revenue is another. He questions why Amazon's large backlog isn't translating into faster growth, while pointing to supply constraints and delays in building data centers across the industry.

Amazon also has a balancing act that a pure software business doesn't: its higher-margin cloud operation must help offset the thinner margins of retail.

A separate Bloomberg segment, "Breaking Down Amazon's Third-Quarter Earnings," also drew an unusually large audience. Analysts Anurag Rana and Poonam Goyal examine spending on property and equipment that exceeded expectations as Amazon builds capacity for AI services. Thill's interview puts the investor question plainly: how long will that spending take to produce the growth shareholders expect?

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Where next?

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What viewers say

Its wild that the expectation is to beat expectations.
@AnimatingAnythingSee it on YouTube
The market seems to be questioning if massive investment can generate equally massive income . And another question is can this massive income be generated on time. Probably not but only time will tell .
@cagedavidSee it on YouTube

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The facts

Channel: Bloomberg Television
Subscribers: 3,330,000 ▲ 10,000 this week
Channel views, last 7 days: 8,860,136
Channel views, pace per day: 1,739,048 (on a normal day: 1,437,937)
Video published: October 29, 2026
Video views so far: 166,908 (less than a day online)
Video views, pace per day: 365,345

The numbers

Thill's interview has already drawn far more views than a usual Bloomberg Television upload receives on its first day. The separate Amazon earnings breakdown also had a strong start.

the video's first day

usual first day here

12,070

this video

365,345

subscribers

3,330,000

▲ 10,000 in the last 7 days

total views

1,551,116,199

views per day

1,739,048