earnings
confidence high
sentiment positive
materiality 0.80
Amazon Q1 net sales up 17% to $181.5B; EPS $2.78 vs $1.59; AWS grows 28%
AMAZON COM INC
2026-Q1 EPS reported
$2.78
revenue$181,519,000,000
- Net sales $181.5B (+17% YoY; +15% ex-FX); North America $104.1B, International $39.8B, AWS $37.6B.
- Net income $30.3B ($2.78 diluted EPS) vs $17.1B ($1.59) YoY; includes $16.8B pre-tax gain from Anthropic.
- Operating income $23.9B vs $18.4B YoY; AWS operating income $14.2B (+24% YoY).
- Free cash flow TTM $1.2B vs $25.9B; driven by $59.3B increase in AI-related capex.
- AWS revenue growth fastest in 15 quarters; chips business >$20B run rate; advertising >$70B TTM.