AMZN · News · 20260930N
Revenue Performance and Mix
AMAZON COM INC · 2026-09-30 · Importance 48 · Surprise 40 · No source text
Amazon reported quarterly revenue of $200.61 billion, up 19.6% year over year, while EPS reached $5.75 and exceeded expectations. AWS revenue increased 37% year over year in the second quarter, demonstrating continued cloud growth. AWS operating margin was 39.4%, indicating that cloud profitability remained strong despite significant reinvestment in AI infrastructure. Anthropic and OpenAI reportedly committed more than $225 billion in multi-year AWS and Trainium capacity, supporting demand visibility for Amazon’s infrastructure spending.
Key facts
- Amazon.com reported quarterly EPS of $5.75 and revenue of $200.61 billion, marking a 19.6% year-over-year increase. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +16.4% | Amazon.com reported quarterly EPS of $5.75 and revenue of $200.61 billion, marking a 19.6% year-over-year increase. |