Amazon.com, Inc. (AMZN.US) Q2 2026 Earnings Conference Call
Live time: Jul 30, 2026 21:00 UTC
Amazon.com, Inc. (AMZN.US) Q2 2026 Earnings Conference Call
Live time: 07/30/2026 21:00:00 UTC
亚马逊公司 (AMZN.US) 2026 年第二季度业绩电话会
Summary
00:00
Opening Remarks by Dave Fields
Dave Fields, VP of Investor Relations, welcomes participants to Amazon's Q2 2026 earnings call, informs attendees about the forward-looking statements and non-GAAP financial measures, and introduces the speakers of the day: CEO Andy Jassy and CFO Brian Olsafsky.
03:19
CEO Andy Jassy Q2 Business Overview
CEO Andy Jassy reports a revenue of $200.6 billion, up 20% YoY, and operating income of $27.5 billion, up 43% YoY. He highlights AWS's strong growth with 36.7% YoY revenue increase, driven by AI services and core capabilities, reaching an annualized revenue run-rate of $169 billion.
09:53
CEO Andy Jassy on AI and AWS Expansion
Andy Jassy elaborates on AWS's AI efforts, citing annual revenue run-rates of over $25 billion for AI and customized chips with triple-digit growth rates. He highlights AWS's competitive edge in Graviton chips and Amazon Bedrock as powerful AI tools.
21:15
CFO Brian Olsafsky Financial Overview
Brian Olsafsky shared financial highlights including $200.6 billion revenue, 20% YoY growth (adjusting FX impacts), and operating income of $27.5 billion. He discusses tax refunds and energy contract valuation changes positively impacting results.
25:15
CFO Brian Olsafsky AWS Performance
Brian Olsafsky reports AWS revenue of $42.2 billion, up 36.7% YoY, with operational income of $16.6 billion. He discusses investments in generative AI driving substantial long-term revenue and free cash flow opportunities.
28:16
CFO Brian Olsafsky Q3 Guidance
Brian Olsafsky provides Q3 2026 outlook: net sales forecasted between $197 billion and $200 billion, and operating income estimated between $22.5 billion and $26.5 billion. FX headwinds and Prime Day shifts are acknowledged as factors affecting quarterly comparisons.
30:11
AWS Profitability—Analyst: Doug Anmuth (J.P. Morgan)
CFO Brian explains AWS's profitability driven by efficiency initiatives, capacity optimization, and manageable fixed costs. Andy Jassy adds that AWS's AI business mirrors core business profit trajectories but is slightly ahead in progress.
34:22
AWS Growth Drivers—Analyst: Justin Post (Bank of America)
CEO Andy Jassy attributes AWS's growth to increased AI and cloud adoption, citing an annualized AI revenue run-rate exceeding $25 billion. He outlines AI's impact on core tech and predicts global IT spending transitions from on-premise to cloud.
37:18
AWS Data Centers Investment—Analyst: Brian Nowak (Morgan Stanley)
Andy Jassy confirms continued data center investments to meet strong AI and core business demand through 2027, highlighting opportunities in enterprise AI adoption and efficiencies from AWS infrastructure.
48:49
Consumer Grocery Trends—Analyst: Eric Sheridan (Goldman Sachs)
Andy Jassy reports grocery business growth driven by expanded selection, lower prices, and improved speed of delivery. Amazon now serves over 2,300 cities with same-day delivery, ranking among top grocery retailers in the U.S.
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