| AMZN |
Report |
AWS revenue |
BEAT |
pred ~$40.9B vs. cons $40.2B |
MEDIUM |
| AMZN |
Report |
Consolidated operating income |
BEAT |
pred ~$22.8B vs. cons $22.3B |
MEDIUM |
| AMZN |
Report |
Net sales |
IN-LINE |
pred ~$198.0B vs. cons $197.4B |
MEDIUM |
| AMZN |
Guide |
Q3 net-sales guidance midpoint |
LOWER |
guide ~$210.0B vs. cons $212.0B (Q3 2026) |
MEDIUM |
| AMZN |
Guide |
Q3 operating-income guidance midpoint |
LOWER |
guide ~$22.5B vs. cons $23.8B (Q3 2026) |
MEDIUM |
| AMZN |
Guide |
Full-year capital-expenditure outlook |
LOWER |
guide ~$210B vs. cons $203B (FY 2026) |
MEDIUM |
| AMZN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| AMZN |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
The likely AWS and operating-income beat is outweighed by implied Q3 operating-profit dilution and a ~$210B FY2026 capex framework versus ~$203B expected, pulling out-period free-cash-flow and earnings estimates lower. |
MEDIUM |