AWS Summit NYC Takeaways: It's Still All About Agents

研报英文原文证据摘录

AWS Summit NYC Takeaways: It's Still All About Agents

elping

BMO Estimates in $

customers to develop, secure, and deploy agents across any framework or model,

(FY-Dec.) 2025A 2026E 2027Eallowing users to build the agent that fits their specific needs. Adoption is clearly

beginning to scale, as AMZN highlighted that tasks performed by agents on Amazon Revenue $716,924 $826,292 $927,967

Bedrock AgentCore have grown 15x over the last six months. Additionally, we remind Operating 79,975 102,291 127,052

investors that Amazon Bedrock processed more tokens in 1Q26 than in its entire Income

history combined. EPS $7.17 $8.75 $9.42

AI Is Already Driving Real Impacts for Enterprises — As AWS transforms customers Valuation

by using agents to modernize codebases, it has eliminated 1.69M hours of manual

2025A 2026E 2027E

work, allowing engineers to prioritize higher-order tasks. Specifically, Cohere Health

EV/EBITDA 14.6x 11.8x 9.5xreported improving its clinical review times by 30-40%, driven by agent-to-agent

communication enabled by AgentCore. QTR. Op'g Q1 Q2 Q3 Q4

Humans Serve as Critical Last Line of Defense With Agents — The proliferation of Income

agents across enterprises is evident, though panelists in most sessions underscored 2025A 18,405 19,171 17,422 24,977

the critical need for humans to continue serving as the last line of defense for agent 2026E 23,852a 23,763 24,318 30,358

output. Additionally, tools such as Amazon Quick can help improve employee efficiency 2027E 30,558 29,313 29,680 37,501

by streamlining workloads.

AMZN Remains a Top-Pick — AWS's leading AI infrastructure and ongoing product

launches position AMZN well as enterprises remain early in adopting AI. As discussed

in our 150-page BMO AI Deep Dive report, we believe agents are the next major