| AMZN |
Report |
Q2 Total Net Sales |
IN-LINE |
pred ~$198.0B vs. cons $196.75B |
MEDIUM |
| AMZN |
Report |
Q2 AWS Revenue |
BEAT |
pred ~$41.0B vs. cons $40.49B |
MEDIUM |
| AMZN |
Report |
Q2 Operating Income |
BEAT |
pred ~$24.2B vs. cons $23.76B |
MEDIUM |
| AMZN |
Guide |
Q3 Total Net Sales |
UNCHANGED |
guide midpoint ~$205.0B vs. cons $203.87B |
MEDIUM |
| AMZN |
Guide |
Q3 Operating Income |
UNCHANGED |
guide midpoint ~$25.6B vs. cons $25.38B |
MEDIUM |
| AMZN |
Guide |
AI Capex / FCF Commentary (2H 2026) |
LOWER |
elevated investment/no FCF relief vs. UNVERIFIED |
LOW |
| AMZN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| AMZN |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — no multiple relief |
MEDIUM |