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Amazon is getting faster—and expanding in ways that could reshape how people shop. In its latest earnings call, the company revealed major growth in same-day and ultra-fast delivery, along with increasing customer engagement and a rapidly growing infrastructure business.
Amazon delivered 17% YoY revenue growth in Q1, with a robust beat on revenue, EPS, and Q2 guidance. AMZN's high-margin segments—third-party seller services, advertising, and subscriptions—showed double-digit growth, driving operating margin expansion across regions. AWS revenue surged 28% YoY, with a $364 billion backlog supporting long-term cloud growth and continued heavy CapEx investment.
Revenue: $181.5 billion, up 17% year over year.Operating Income: $23.9 billion.Operating Margin: 13.1%, highest ever.AWS Revenue: $37.6 billion, growth acceler
Amazon's Leo will be "six times better on the uplink performance than existing alternatives," CEO Andy Jassy said.
Amazon.com, Inc. (AMZN) Q1 2026 Earnings Call Transcript
Studio executives have held internal discussions about making new episodes of reality TV show.
Amazon and Meta are among the big companies set to lobby India's payments body over the dominance of Walmart-owned PhonePe and Google Pay in the country's fast-growing instant payments network.
Amazon's first-quarter earnings call sounded less like a retail update than a briefing on the next phase of cloud computing. The overwhelming majority of the discussion centered on AWS, artificial intelligence infrastructure and the chips Amazon says are now becoming a major business of their own.