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Inferra AI / Company / AMZN

Amazon

AMZN · Consumer Discretionary

Last earnings Oct 29, 2026

Key results

Operating incomequarter

$28.1 billion

COM ANNOUNCES THIRD QUARTER RESULTS Operating income was $28.1 billion and operating margin was 13.9% Amazon s highest operating margin ever AWS net sales increased 39.3% its fastest growth in nearly five years to a $184 billion annualized revenue run rate SEATTLE (BUSINESS WIRE) October 29, 2026 Amazon.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating marginquarter

13.9%

COM ANNOUNCES THIRD QUARTER RESULTS Operating income was $28.1 billion and operating margin was 13.9% Amazon s highest operating margin ever AWS net sales increased 39.3% its fastest growth in nearly five years to a $184 billion annualized revenue run rate SEATTLE (BUSINESS WIRE) October 29, 2026 Amazon.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Revenuequarter

39.3%

COM ANNOUNCES THIRD QUARTER RESULTS Operating income was $28.1 billion and operating margin was 13.9% Amazon s highest operating margin ever AWS net sales increased 39.3% its fastest growth in nearly five years to a $184 billion annualized revenue run rate SEATTLE (BUSINESS WIRE) October 29, 2026 Amazon.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

North America segment sales increased 6% year-over-year to $112.9 billion.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

International segment sales increased 5% year-over-year to $43.1 billion, or increased 8% excluding changes in foreign exchange rates.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AWS segment sales increased 39% year-over-year to $46.0 billion.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating income increased to $28.1 billion in the third quarter, compared with $17.4 billion in third quarter 2025.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

North America segment operating income was $8.7 billion, compared with $4.8 billion in third quarter 2025.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

International segment operating income was $1.6 billion, compared with $1.2 billion in third quarter 2025.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AWS segment operating income was $17.8 billion, compared with $11.4 billion in third quarter 2025.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Latest earnings event · reported Oct 29, 2026

Based on: Earnings release + parent 8-K — transcript not held

Operating income ·
$28.1B
EX-99 · Oct 29, 2026
Operating margin ·
13.9%
EX-99 · Oct 29, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
Operating income$28.1 billion$27.5 billion$19.2 billion
Operating margin13.9%——
Revenue39.3%43%11%

EX-99 · Oct 29, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin13.9%

Capital allocation

Capex$220B

For example, free cash flow does not incorporate the portion of payments representing principal reductions of debt or cash payments for non-marketable investments and business acquisitions.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Dollar, on our consolidated statements of operations is provided to show reported period operating results had the foreign exchange rates remained the same as those in effect in the comparable prior year period

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

For example, free cash flow does not incorporate the portion of payments representing principal reductions of debt or cash payments for non-marketable investments and business acquisitions.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

We continue to expect 2026 cash capital expenditures to be approximately $220 billion.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy & priorities

Made AWS Continuum an AI-powered security service that automatically discovers, prioritizes, validates, and remediates software vulnerabilities at machine speed generally available.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Remains on track to begin initial service of its Amazon Leo low Earth orbit satellite service later this year, and signed a strategic agreement with AT T, which will be the first major U.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

data center communities to provide increased support for priorities communities value most, including free community college and trades training, energy and water efficiency upgrades for schools, community buildings and homes, and flexible annual funding for local priorities like roads, fire equipment, affordable housing, and food security.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

com s expectations as of October 29, 2026, and are subject to substantial uncertainty.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Our results are inherently unpredictable and may be materially affected by many factors, such as fluctuations in foreign exchange rates and energy prices, changes in global economic and geopolitical conditions, tariff and trade policies, resource and supply volatility, including for memory chips, and customer demand and spending (including the impact of recessionary fears), inflation, interest rates, regional labor market constraints, world events, the rate of growth of the internet, online commerce, cloud services, and new and emerging technologies, and the various factors detailed below.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Other risks and uncertainties include, among others, risks related to new products, services, and technologies, security incidents, system interruptions, government regulation and taxation, and fraud.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

What changed vs prior quarter

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Amazon — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Tesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer DiscretionaryFerrari (RACE) Consumer Discretionary

Filings

66 documents

Earnings releases

103 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Amazon are held in this edition of the library.

Mentioned by

51 companies

Other tracked companies whose held documents mention Amazon by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.