Amazon.com (AMZN) Q1 2026 (USD): EPS 2.78 (exp. 1.63), Revenue 181.5bln (exp. 177.22bln), guides Q2 revenue between 194-199bln (exp. 188.69bln) and operating income between 20-24bln (exp. 22.6bln)
- AWS net sales USD 37.6bln, +28% Y/Y.
Context
Amazon's Q1 2026 results significantly beat expectations on EPS and revenue, indicating strong operational performance and robust demand, particularly in AWS, which rose 28% year-over-year. The upward guidance for Q2 further suggests confidence in continued growth, likely enhancing investor sentiment and positive read-through for the consumer discretionary sector. Overall, this performance may bolster expectations for Amazon's trajectory and broadly impact equities, especially in the tech and retail spaces.
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