Highest-materiality recent filing
Amazon Q1 net sales up 17% to $181.5B; EPS $2.78 vs $1.59; AWS grows 28%
Net sales $181.5B (+17% YoY; +15% ex-FX); North America $104.1B, International $39.8B, AWS $37.6B.
Amazon to acquire Globalstar for $90/share; partners with Apple for satellite services
Amazon to acquire Globalstar for $90 per share in cash or 0.3210 Amazon shares (capped at $90); 40% cash/60% stock proration; expected close in 2027.
Amazon 2025 shareholder letter: FY2026 capex ~$200B; AWS AI run rate >$15B
CEO outlines plans to spend ~$200B in capex in 2026, citing AI infrastructure and customer commitments.
Amazon closes $36.9B multi-tranche debt offering across floating and fixed-rate notes
Closed sale of $36.898B aggregate principal amount of notes across 11 tranches with maturities from 2028 to 2076.
Amazon commits $50B total investment in OpenAI: $15B closing March 31, 2026, plus $35B subject to milestones or IPO.
Amazon Q4 revenue $213.4B (+14% YoY), EPS $1.95, guides $200B capex for 2026
Q4 net sales $213.4B (+14% YoY); net income $21.2B ($1.95 diluted EPS), vs $20.0B a year ago.
Amazon closes $14.96B debt offering in six tranches with maturities from 2028 to 2065
Closed sale of $2.5B 3.900% notes due 2028, $2.5B 4.100% notes due 2030, $1.5B 4.350% notes due 2033.
Amazon Q3 revenue $180.2B (+13% YoY); AWS grows 20%; net income $21.2B on $9.5B investment gain
Net sales up 13% to $180.2B; North America $106.3B (+11%), International $40.9B (+14%), AWS $33.0B (+20%).
Q2 2025 net sales +13% to $167.7B, EPS $1.68 vs $1.26 YoY
Q2 net sales $167.7B (+13% YoY); AWS segment $30.9B (+17.5%).
Amazon Q1 net sales $155.7B (+9% YoY), net income $17.1B ($1.59 EPS), up 64%
Net sales $155.7B, up 9% YoY (10% ex-FX); North America $92.9B, International $33.5B, AWS $29.3B (+17%).
Amazon Q4 revenue $187.8B (+10%), EPS $1.86, AWS sales up 19%
Q4 net sales $187.8B (+10% YoY); AWS segment $28.8B (+19%).
Amazon Q3 net sales $158.9B (+11% YoY); operating income $17.4B, net income $15.3B ($1.43 EPS)
Net sales $158.9B (+11% YoY), excluding FX impact; North America $95.5B, Intl. $35.9B, AWS $27.5B.
Amazon Q2 revenue $148.0B (+10% YoY), EPS $1.26, AWS sales +19%
Net sales $148.0B (+10% YoY); North America $90.0B (+9%), International $31.7B (+7%), AWS $26.3B (+19%).
AWS CEO Adam Selipsky resigning effective June 3, 2024; no successor named
Adam N. Selipsky, CEO of Amazon Web Services, resigns effective June 3, 2024.
Amazon Q1 net sales up 13% to $143.3B; net income triples to $10.4B
Revenue $143.3B vs $127.4B YoY; operating income $15.3B vs $4.8B.
Amazon reports 12% revenue growth to $575B in 2023; operating income up 201%
Total revenue $575B (+12% YoY); North America $353B, International $131B, AWS $91B.
On May 14, 2024, Amazon.com, Inc. (the “Company”) announced that Adam N. Selipsky, CEO Amazon Web Services, is resigning from the Company, effective as of June 3, 2024.
Max materiality 0.90 · Median 0.80 · Most common event earnings