AMZN · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

AMAZON COM INC · 2026-07-31 · Importance 59 · Surprise 48 · From source text

Consolidated net sales increased 20% year over year to $200.6 billion in Q2 2026 and increased 18% to $382.1 billion for the six months ended June 30, 2026. North America revenue rose 16% to $116.2 billion in Q2 and 14% to $220.3 billion for the six-month period, while International revenue increased 15% to $42.2 billion and 17% to $82.0 billion, respectively. AWS revenue grew 37% to $42.2 billion in Q2 and 33% to $79.8 billion for six months, driven primarily by higher customer usage despite pricing changes under long-term contracts. AWS represented approximately 21% of consolidated six-month revenue versus approximately 19% in the prior-year period, indicating a mix shift toward cloud services.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+29.3%Consolidated net sales were $167,702 million for Q2 2025 and $200,606 million for Q2 2026; $323,369 million for the six months ended June…
revenuepositiverealized+16.4%Consolidated net sales were $167,702 million for Q2 2025 and $200,606 million for Q2 2026; $323,369 million for the six months ended June…
revenuepositiverealized+13.6%Net sales — North America: $100,068 million for Q2 2025 and $116,177 million for Q2 2026; $192,955 million for the six months ended June…
revenuepositiverealized+9.8%Net sales — AWS: $30,873 million for Q2 2025 and $42,232 million for Q2 2026; $60,140 million for the six months ended June 30, 2025 and…
revenuepositiverealized+8.0%Net sales — North America: $100,068 million for Q2 2025 and $116,177 million for Q2 2026; $192,955 million for the six months ended June…
revenuepositiverealized+5.8%Net sales — International: $36,761 million for Q2 2025 and $42,197 million for Q2 2026; $70,274 million for the six months ended June 30,…
revenuepositiverealized+5.7%Net sales — AWS: $30,873 million for Q2 2025 and $42,232 million for Q2 2026; $60,140 million for the six months ended June 30, 2025 and…
revenuepositiverealized+2.7%Net sales — International: $36,761 million for Q2 2025 and $42,197 million for Q2 2026; $70,274 million for the six months ended June 30,…