Excluding the impact of Prime Day… third quarter 2026 year-over-year growth would have been nearly 400 basis points higher.
1mo
Amazon.com, Inc. 2026 Q2: Financial Performance summary
Financial Performance Summary
- Amazon Stores metrics highlighted: over 700,000 brand products added; Amazon Haul items under $10 grew to over 6M; Prime Day saw more than 80% of deals at the lowest price of the year.
- AWS revenue was $42.2B, up 36.7% YoY, reaching a $169B annualized run-rate; AWS operating income was $16.6B with 39% operating margin (with +650 bps YoY, or 520 bps excluding derivative accounting gain).
- International revenue was $42.2B (+15% YoY excluding FX) with operating income $1.7B and operating margin 4.1%.
- North America revenue was $116.2B (+16% YoY) with operating income $9.1B and operating margin 7.9%.
- Operating income was $27.5B, up 43% YoY.
- Q2 included ~ $1.2B of expense reductions from tariff-related refunds (~$600M in North America) and energy-contract fair value measurement benefit (~$600M primarily impacting AWS).
- Worldwide revenue was $200.6B, up 20% YoY (excluding FX).