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Amazon Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.63 |
| EPS actual | $2.78 |
| EPS Surprise | 70.55% |
| Revenue estimate | 177.282B |
| Revenue actual | 181.519B |
| Revenue Surprise | 2.39% |
| Release date | Feb 05, 2026 |
| EPS estimate | $1.97 |
| EPS actual | $1.95 |
| EPS Surprise | -1.02% |
| Revenue estimate | 211.455B |
| Revenue actual | 213.386B |
| Revenue Surprise | 0.91% |
| Release date | Oct 30, 2025 |
| EPS estimate | $1.57 |
| EPS actual | $1.95 |
| EPS Surprise | 24.20% |
| Revenue estimate | 177.913B |
| Revenue actual | 180.169B |
| Revenue Surprise | 1.27% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.31 |
| EPS actual | $1.68 |
| EPS Surprise | 28.24% |
| Revenue estimate | 161.776B |
| Revenue actual | 167.702B |
| Revenue Surprise | 3.66% |
Last 4 Quarters for Amazon
Below you can see how AMZN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $234.11 |
| EPS estimate | $1.31 |
| EPS actual | $1.68 |
| EPS surprise | 28.24% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $231.44 |
| Jul 28, 2025 | $232.79 |
| Jul 29, 2025 | $231.01 |
| Jul 30, 2025 | $230.19 |
| Jul 31, 2025 | $234.11 |
| Aug 01, 2025 | $214.75 |
| Aug 04, 2025 | $211.65 |
| Aug 05, 2025 | $213.75 |
| Aug 06, 2025 | $222.31 |
| 4 days before | 1.15% |
| 4 days after | -5.04% |
| On release day | -8.27% |
| Change in period | -3.94% |
| Release date | Oct 30, 2025 |
| Price on release | $222.86 |
| EPS estimate | $1.57 |
| EPS actual | $1.95 |
| EPS surprise | 24.20% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $224.21 |
| Oct 27, 2025 | $226.97 |
| Oct 28, 2025 | $229.25 |
| Oct 29, 2025 | $230.30 |
| Oct 30, 2025 | $222.86 |
| Oct 31, 2025 | $244.22 |
| Nov 03, 2025 | $254.00 |
| Nov 04, 2025 | $249.32 |
| Nov 05, 2025 | $250.20 |
| 4 days before | -0.602% |
| 4 days after | 12.27% |
| On release day | 9.58% |
| Change in period | 11.59% |
| Release date | Feb 05, 2026 |
| Price on release | $222.69 |
| EPS estimate | $1.97 |
| EPS actual | $1.95 |
| EPS surprise | -1.02% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $239.30 |
| Feb 02, 2026 | $242.96 |
| Feb 03, 2026 | $238.62 |
| Feb 04, 2026 | $232.99 |
| Feb 05, 2026 | $222.69 |
| Feb 06, 2026 | $210.32 |
| Feb 09, 2026 | $208.72 |
| Feb 10, 2026 | $206.90 |
| Feb 11, 2026 | $204.08 |
| 4 days before | -6.94% |
| 4 days after | -8.36% |
| On release day | -5.55% |
| Change in period | -14.72% |
| Release date | Apr 29, 2026 |
| Price on release | $263.04 |
| EPS estimate | $1.63 |
| EPS actual | $2.78 |
| EPS surprise | 70.55% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $255.08 |
| Apr 24, 2026 | $263.99 |
| Apr 27, 2026 | $261.12 |
| Apr 28, 2026 | $259.70 |
| Apr 29, 2026 | $263.04 |
| Apr 30, 2026 | $265.06 |
| May 01, 2026 | $268.26 |
| May 04, 2026 | $272.05 |
| May 05, 2026 | $273.55 |
| 4 days before | 3.12% |
| 4 days after | 4.00% |
| On release day | 0.768% |
| Change in period | 7.24% |
Amazon Earnings Call Transcript Summary of Q1 2026
Q1 2026 highlights: Amazon reported revenue of $181.5B (up ~17% y/y; +15% ex-FX) and company operating income of $23.9B with a record operating margin of 13.1%. AWS accelerated to 28% growth (to $37.6B in the quarter), now a ~$150B annualized run rate, driven by strong AI adoption (Bedrock, SageMaker, managed agents) and core cloud demand. Strategic AI moves include adding OpenAI models to Bedrock (GPT-5.4 live; 5.5 forthcoming), Bedrock managed agents (stateful runtime preview), and rapid Trainium and Graviton adoption. The custom silicon business is large and fast-growing (Trainium run-rate commitments, Trainium2/3/4 demand; Graviton adoption by Meta); Amazon states Trainium-related revenue commitments >$225B and suggests Trainium could materially lower CapEx and improve margins long-term. Cash CapEx was very high at $43.2B (driven by AWS/AI), with management emphasizing front-loaded capital intensity to support future revenue and free cash flow. Backlog noted at $364B for Q1 (excluding a recently announced Anthropic deal >$100B). Retail/Stores showed unit growth +15%, grocery acceleration (now ~#2 US grocer by gross sales), faster delivery options, and strong Rufus engagement (agentic shopping). Amazon Ads grew 22% to $17.2B. Amazon Leo (satellite service) is nearing commercial launch (on track for Q3 commercial service), Globalstar acquisition to enable direct-to-device and a relationship with Apple, and Leo is positioned as a multi-billion-dollar long-term opportunity. Guidance for Q2: net sales $194–199B; operating income $20–24B (assumes Prime Day in Q2 for most large geographies); expects ongoing high CapEx and near-term operating costs (including ~ $1B YoY North America cost for Amazon Leo ramp and seasonal stock-based comp).
