Amazon.Com, Inc. (AMZN)
NASDAQ:AMZN
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.81Last Year’s EPS
1.68Same Quarter Last Year
Strong Buy
Based on 47 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line and segment-level performance—particularly accelerating AWS growth, AI momentum, rapid expansion of custom silicon, robust retail and delivery improvements, and growing advertising and LEO commitments. Management also highlighted major ongoing investments (Q1 CapEx $43.2B) and short-term headwinds from supply-chain inflation, fulfillment and transportation cost increases, LEO-related near-term costs, and Trainium capacity constraints. Overall, positive operational and revenue momentum is tempered by notable near-term investment-driven cash flow pressure and supply/capacity risks.Company Guidance
Strong Revenue and Operating Income
Worldwide revenue of $181.5 billion, up 17% year over year (net sales +15% excluding a $2.9 billion favorable FX impact). Operating income of $23.9 billion with an all-time high operating margin of 13.1%.
AWS Accelerating Growth
AWS revenue of $37.6 billion, growth accelerated to 28% year over year (fastest rate in 15 quarters). AWS reached a ~$150 billion annualized revenue run rate.
AI Momentum and Bedrock Traction
AI revenue growing triple-digits year over year. Bedrock customer spend rose 170% quarter over quarter and processed more tokens in Q1 than all prior years combined; Bedrock used by over 125,000 customers and by ~80% of the Fortune 100.
Custom Silicon and Chips Business Expansion
Chips business grew nearly 40% quarter over quarter in Q1, with an annual revenue run rate over $20 billion and claimed triple-digit year-over-year growth. Trainium has >$225 billion in revenue commitments; Trainium2 ~30% better price-performance than comparable GPUs; Trainium3 shipping in 2026 with 30–40% improvement versus Trainium2; custom silicon positioned among top three data center chip businesses.
Graviton CPU Adoption
Graviton is used by 98% of the top 1,000 EC2 customers and delivers up to 40% better price performance than x86 competitors, supporting CPU-intensive agentic AI workloads at scale.
Retail / Stores Strength and Grocery Expansion
Units grew 15% year over year (highest since late COVID). Grocery gross sales exceeded $150 billion in 2025, making Amazon the second-largest grocer in the U.S.; perishable sales grew ~40x year over year and same-day perishables buyers spend >80% more.
Delivery and Fast Fulfillment Improvements
Delivered over 1 billion items same day or overnight so far this year; launched one- and three-hour delivery on 90,000+ items; ultrafast Amazon Now expanded to nine countries with India orders growing ~25% month over month and Prime members tripling shopping frequency after adoption.
AI Product Adoption and Developer Momentum
Strands downloaded >25 million times and saw 3x downloads quarter over quarter. Quro developer users more than doubled quarter over quarter; enterprise Quro usage nearly 10x. Transform saved >1.56 million hours in migrations. Qwik new-customer adoption grew >4x quarter over quarter.
Advertising and Content Performance
Amazon Ads revenue of $17.2 billion, up 22% year over year; Forrester recognition in omnichannel advertising; expanded partnerships (Netflix, Comcast) and global ad-product launches (CreativeAgent expansion). Entertainment successes include Project Hail Mary (~$615M box office) and The Culprits (100M+ viewers).
Amazon LEO and Strategic Partnerships
Amazon LEO commercial service on track with meaningful revenue commitments from Delta, JetBlue, AT&T, Vodafone, DIRECTV Latin America, Australia NBN and others; announced planned Globalstar acquisition and agreement with Apple to power satellite services for iPhones and Apple Watches.
Capital Investment to Support Growth
Q1 cash CapEx of $43.2 billion focused primarily on AWS and generative AI; guidance for Q2 net sales $194–199 billion and operating income $20–24 billion, reflecting continued investment to scale AI and cloud capacity.
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
AMZN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $263.04 | $265.06 | +0.77% |
Feb 05, 2026 | $222.69 | $210.32 | -5.55% |
Oct 30, 2025 | $222.86 | $244.22 | +9.58% |
Jul 31, 2025 | $234.11 | $214.75 | -8.27% |
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. (AMZN) report earnings?
Amazon.Com, Inc. (AMZN) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Amazon.Com, Inc. (AMZN) earnings time?
Amazon.Com, Inc. (AMZN) earnings time is at Jul 30, 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 AMZN EPS forecast?
AMZN EPS forecast for the fiscal quarter 2026 (Q2) is 1.81.
