AMZN earnings
Analysis, not adviceNext print
2026-07-30
cons 1.82 EPS / 196.78B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: AWS sustains ≥26% YoY growth AND segment op margin holds ≥36% — confirming that the AI-workload inflection is durable and that capex is not yet compressing margins. This is t
Bull condition triggered: Advertising revenue growth re-accelerates above 25% YoY with management commentary pointing to Prime Video CTV inventory as an additive layer — this would validate the $80B-b
＋3 more criteria on the deskfree trial · no cardFrom the desk's pre-read
AMZN is scheduled to print Q2 FY2026 earnings on 2026-07-30. Consensus stands at $1.82 EPS · $196.78B revenue (FMP).
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.