AMZN · 8-K · 20260429PR000012

Market Demand Trends

AMAZON COM INC · 2026-04-29 · Importance 54 · Surprise 40

Worldwide net sales were $181.5 billion in Q1 2026, up 17% year-over-year (15% excluding favorable FX), with North America up 12%, International up 19% (11% ex-FX), and AWS up 28%. Advertising services continue to scale (Advertising TTM revenue exceeded $70 billion per management commentary) and subscription services and third-party seller services also showed double-digit growth. Paid units grew 15% year-over-year — the company cites unit growth in Stores at 15% (highest since COVID tail-end) — indicating broad-based demand acceleration across retail, advertising, and cloud.

Key facts

• Amazon said unit growth in its Stores reached 15%, the highest since the tail end of COVID lockdowns. source
• WW paid units year-over-year growth in Q1 2026 was 15%. source