AMZN Q2 2026 - Preliminary Earnings Alert
Event: Quartr Q2 2026 event Retrieved: 2026-07-30T20:05:00Z Source status: Earnings release is available; transcript is not yet available.
Beat/Miss
Beat/miss unavailable - API Ninjas definition or period mismatch. API Ninjas supplied a July 30 estimate of $197.0 billion revenue and $1.82 EPS, but did not supply the fiscal-period, period-type, currency, revenue-definition, or EPS-basis metadata needed for a permitted match. No provider actuals or provider-calculated differences were used.
Reported results and guidance
- Q2 net sales were $200.6 billion, up 20% year over year.
- Operating income was $27.5 billion, up 43% year over year.
- AWS net sales were $42.2 billion, up 37% year over year, an annualized $169 billion run rate.
- GAAP net income was $62.6 billion, or $5.75 per diluted share, including $53.4 billion of non-operating pretax other income, primarily from Anthropic investments.
Management points
- Management emphasized AWS acceleration, with AI and chips each above a $25 billion annual revenue run rate.
- North America sales grew 16%, International grew 15%, and advertising grew 26% year over year.
Decision-relevant uncertainty
- The reported EPS is heavily affected by investment gains; the persistence of AWS growth and AI-driven capex remains more decision-relevant than the headline net-income result.