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Amazon.Com, Inc. (PL:AMZN)
NASDAQ:AMZN
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
5.79Last Year’s EPS
5.67Same Quarter Last Year
Strong Buy
Based on 43 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized accelerating growth in AWS (24% YoY) and strong momentum across AI infrastructure, chips, advertising, and retail innovations. Key topline and cash flow metrics improved (revenue +12% ex-FX; operating cash flow +20% YoY), and product traction (Bedrock, Trainium/Graviton, agents, Prime delivery improvements) points to durable long-term opportunities. Near-term headwinds include $2.4 billion of special charges (tax, severance, store impairments), heavy planned capital expenditures (~$200 billion) that may pressure free cash flow in the short term, and ongoing Amazon LEO and AI capacity build costs that are currently expensed. Overall, the positives around accelerated AWS/AI demand, strong ads and retail performance, and a large committed investment program outweigh the near-term charges and capital intensity, suggesting constructive long-term prospects despite near-term expense and capacity constraints.Company Guidance
Revenue and Overall Profitability
Worldwide revenue of $213.4 billion, up 12% year-over-year (ex-FX). Reported operating income of $25.0 billion. Trailing twelve-month free cash flow was $11.2 billion. Full-year operating cash flow rose to $139.5 billion, up 20% year-over-year.
AWS Growth Accelerated
AWS revenue of $35.6 billion in the quarter with growth accelerating to 24% year-over-year (the fastest in 13 quarters). AWS added $2.6 billion quarter-over-quarter and reached a $142 billion annualized run rate. AWS operating income was $12.5 billion and AWS operating margin was ~35%, up ~40 basis points year-over-year.
Chips & AI Infrastructure Momentum
Custom silicon businesses (Graviton + Trainium) exceed a $10+ billion annualized run rate. Graviton is growing >50% year-over-year and is used by >90% of AWS's top 1,000 customers. Trainium 2: >1.4 million chips landed and ~30–40% better price-performance vs comparable GPUs; Trainium 3 offers up to +40% vs Trainium 2 and supply is largely committed by mid-2026. Management reports the chips business is growing triple digits on smaller bases in places and is a multibillion-dollar run-rate business.
Strong Demand & Backlog
AWS backlog reported at $244 billion, up ~40% year-over-year and ~22% quarter-over-quarter, signaling robust enterprise demand for cloud and AI services.
Advertising Momentum
Amazon Ads generated $21.3 billion of revenue in the quarter, up 22% year-over-year. Prime Video ad-supported audience expanded to ~315 million viewers (from ~200 million in early 2024), contributing meaningfully to ad growth.
Retail — Selection, Grocery and Faster Delivery
North America revenue of $127.1 billion, up 10% year-over-year. Everyday essentials grew nearly 2x faster than other categories in the U.S. and now represent ~1 in 3 units sold. Amazon/Whole Foods grocery gross sales exceed $150 billion. Prime delivery speeds hit record levels: U.S. Prime same/next-day items exceeded 8 billion (up >30% YoY) and same-day items were ~70% more YoY; nearly 100 million U.S. customers used same-day delivery in the year.
Product & Usage Wins (Agents, Developer Tools)
Product momentum in AI and agent offerings: Bedrock became a multibillion-dollar annualized run-rate business with customer spend up 60% quarter-over-quarter; developers using Curo grew >150% quarter-over-quarter; agent products (Curo, Quick for knowledge workers, Frontier agents) show rapid adoption.
Investment Pace & Capacity Build
Company plans ~ $200 billion in capital expenditures (predominantly AWS). In the last 12 months the company added ~3.99 gigawatts of power (including >1 gigawatt added in Q4) and management says newly installed capacity is being monetized quickly.
PL:AMZN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PL:AMZN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | zł816.70 | zł742.90 | -9.04% |
Oct 30, 2025 | zł833.20 | zł904.80 | +8.59% |
Jul 31, 2025 | zł879.30 | zł817.10 | -7.07% |
May 01, 2025 | zł680.00 | zł712.30 | +4.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Amazon.Com, Inc. (PL:AMZN) report earnings?
Amazon.Com, Inc. (PL:AMZN) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Amazon.Com, Inc. (PL:AMZN) earnings time?
Amazon.Com, Inc. (PL:AMZN) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Amazon.Com, Inc. stock?
The P/E ratio of Amazon is N/A.
What is PL:AMZN EPS forecast?
PL:AMZN EPS forecast for the fiscal quarter 2026 (Q1) is 5.79.
