AWS Growth Driven by Customer Usage
AWS sales increased 37% in Q2 2026, primarily due to increased customer usage, partially offset by pricing changes from long-term customer contracts.
At the archive date, AMAZON COM INC was expected to release its Q3 2026 10-Q filing on October 28, 2026, after market close. Last quarter: Amazon's Q2 FY2026 earnings featured robust AWS growth and strong operating leverage, while net income was substantially inflated by $53.4B in Anthropic investment gains.
EPS Estimate
$1.99
Revenue Estimate
$206.37B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the AMZN page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
AWS sales increased 37% in Q2 2026, primarily due to increased customer usage, partially offset by pricing changes from long-term customer contracts.
Cost of sales in Q2 2026 includes tariff refunds received under the IEEPA, which provided some relief from higher product and shipping costs.
Amazon invested $13.7B in OpenAI's Series C Preferred Stock and $10.0B in Anthropic nonvoting preferred stock during Q2 2026, underscoring its commitment to AI.
Revenue
$200.61B
+19.62% YoY
EPS (Diluted)
$5.75
+242.26% YoY
Operating Income
$27.46B
+43.24% YoY
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