Accelerated AWS Cloud Revenue Growth
AWS net sales increased 37% year-over-year to $42.23B in Q2 FY2026, compared to $30.87B in Q2 2025, driven by expanding customer usage and artificial intelligence workloads.
AMAZON COM INC is expected to release its Q3 2026 10-Q filing on October 28, 2026, after market close. Last quarter: Amazon delivered strong Q2 FY2026 results with net sales growing 19.6% YoY to $200.61B and operating income rising 43.2% to $27.46B, while Net Income reached $62.65B due to strong core performance and major valuation gains on AI investments.
EPS Estimate
$1.94
Revenue Estimate
$208.81B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the AMZN page.
Drawn from management commentary in the Q2 2026 10-Q:
AWS net sales increased 37% year-over-year to $42.23B in Q2 FY2026, compared to $30.87B in Q2 2025, driven by expanding customer usage and artificial intelligence workloads.
Amazon invested $13.7B in OpenAI's Series C Preferred Stock during Q2 2026 (bringing total 6M 2026 investment to $28.7B, with $21.3B remaining commitment funded post-quarter) and invested $10.0B in Anthropic nonvoting preferred stock.
Other non-operating income surged to $53.4B in Q2 FY2026, primarily reflecting upward valuation adjustments for observable price changes in Anthropic preferred stock, lifting consolidated Net Income to $62.65B.
Revenue
$200.61B
+19.62% YoY
EPS (Diluted)
$5.75
+242.26% YoY
Operating Income
$27.46B
+43.24% YoY
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