--- title: "Amazon | 10-Q: FY2026 Q3 Revenue: USD 201.94 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/303817854.md" datetime: "2026-10-31T03:00:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/303817854.md) - [en](https://longbridge.com/en/news/303817854.md) - [zh-HK](https://longbridge.com/zh-HK/news/303817854.md) generator: "portal-rs" --- # Amazon | 10-Q: FY2026 Q3 Revenue: USD 201.94 B Revenue: As of FY2026 Q3, the actual value is USD 201.94 B, compared to the market estimate of USD 202.28 B. EPS: As of FY2026 Q3, the actual value is USD 1.89, compared to the market estimate of USD 1.9579. EBIT: As of FY2026 Q3, the actual value is USD 27.57 B. #### North America Segment - **Net Sales**: $112,852 million in Q3 2026 (up 6% YoY); $333,172 million for the nine months ended September 30, 2026 (up 11% YoY). - **Operating Income**: $8,723 million in Q3 2026; $26,113 million for the nine months ended September 30, 2026. - **Segment Assets**: $260,584 million as of September 30, 2026. - **Property and Equipment, Net**: $145,087 million as of September 30, 2026. - **Depreciation and Amortization**: $4,566 million in Q3 2026; $13,346 million for the nine months ended September 30, 2026. #### International Segment - **Net Sales**: $43,108 million in Q3 2026 (up 5% YoY); $125,094 million for the nine months ended September 30, 2026 (up 13% YoY). - **Operating Income**: $1,580 million in Q3 2026; $4,721 million for the nine months ended September 30, 2026. - **Segment Assets**: $91,016 million as of September 30, 2026. - **Property and Equipment, Net**: $36,263 million as of September 30, 2026. - **Depreciation and Amortization**: $1,346 million in Q3 2026; $3,916 million for the nine months ended September 30, 2026. #### Amazon Web Services (AWS) Segment - **Net Sales**: $45,984 million in Q3 2026 (up 39% YoY); $125,803 million for the nine months ended September 30, 2026 (up 35% YoY). - **Operating Income**: $17,773 million in Q3 2026; $48,555 million for the nine months ended September 30, 2026. - **Segment Assets**: $419,594 million as of September 30, 2026. - **Property and Equipment, Net**: $313,009 million as of September 30, 2026. - **Depreciation and Amortization**: $9,230 million in Q3 2026; $24,583 million for the nine months ended September 30, 2026. #### Consolidated Operational Metrics - **Total Net Sales**: $201,944 million in Q3 2026; $584,069 million for the nine months ended September 30, 2026. - **Total Operating Expenses**: $173,868 million in Q3 2026; $504,680 million for the nine months ended September 30, 2026. - **Consolidated Operating Income**: $28,076 million in Q3 2026; $79,389 million for the nine months ended September 30, 2026. - **Net Income**: $20,685 million in Q3 2026; $113,587 million for the nine months ended September 30, 2026. #### Cash Flow - **Operating Cash Flow**: $42,422 million in Q3 2026; $113,841 million for the nine months ended September 30, 2026. - **Free Cash Flow**: -$42,357 million for the trailing twelve months ended September 30, 2026. - **Capital Expenditures**: Purchases of property and equipment were $77,259 million in Q3 2026 and $175,670 million for the nine months ended September 30, 2026. #### Unique Metrics & Strategic Investments - **Anthropic Investment**: Recorded upward adjustments of approximately $62.8 billion for the nine months ended September 30, 2026, related to nonvoting preferred stock. Carrying value of Anthropic convertible notes was $146.2 billion as of September 30, 2026. - **OpenAI Investment**: Invested $50.0 billion in Series C Preferred Stock during the nine months ended September 30, 2026. - **Globalstar Acquisition**: Entered definitive merger agreement on April 13, 2026, implying a value of approximately $10.9 billion, expected to close in 2027. #### Future Outlook and Strategy - **Q4 2026 Guidance**: Net sales are expected to be between $240.0 billion and $247.0 billion (12%-16% growth YoY), with operating income projected between $28.5 billion and $33.5 billion. - **Capital Expenditure Strategy**: Amazon expects 2026 cash capital expenditures to be approximately $220 billion, driven primarily by investments in technology infrastructure to support AWS growth and AI initiatives. - **Advertising Growth**: Year-over-year advertising revenue is expected to grow in the high teens in Q4 2026. ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [AMZD.US](https://longbridge.com/en/quote/AMZD.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [AMZZ.US](https://longbridge.com/en/quote/AMZZ.US.md) - [AMZY.US](https://longbridge.com/en/quote/AMZY.US.md) - [AMZP.US](https://longbridge.com/en/quote/AMZP.US.md) - [AMZO.US](https://longbridge.com/en/quote/AMZO.US.md) - [AMZW.US](https://longbridge.com/en/quote/AMZW.US.md) ## Related News & Research - [Amazon Just Burned $42 Billion in Cash Chasing AI Growth. 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