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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Amazon.com, Inc. (AMZN) is 9/10.
Amazon surged with Q1 revenue of $181.5 billion up 17% year-over-year as AWS growth accelerated to 28% on a $150 billion run rate, driven by AI workload expansion and the custom silicon business emerging as a top-three chip player. Operating income reached $23.9 billion with a 13.1% operating margin while the Bedrock platform and OpenAI partnership expanded the AI platform ecosystem. The AI infrastructure investment cycle showed no signs of slowing as customer demand continued outpacing available capacity.
Scored from Amazon.com, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $187.79B | +10.5% | $1.86 | +86.0% | 47.3% | 11.3% | 10.7% | $17.80B |
| FY2025 Q1 | $155.67B | +8.6% | $1.59 | +62.2% | 50.6% | 11.8% | 11.0% | $-8.00B |
| FY2025 Q2 | $167.70B | +13.3% |
| $1.68 |
| +33.3% |
| 51.8% |
| 11.4% |
| 10.8% |
| $332M |
| FY2025 Q3 | $180.17B | +13.4% | $1.95 | +36.4% | 50.8% | 9.7% | 11.8% | $430M |
| FY2025 Q4 | $213.39B | +13.6% | $1.95 | +4.8% | 48.5% | 11.7% | 9.9% | $14.94B |
| FY2026 Q1 | $181.52B | +16.6% | $2.78 | +74.8% | 51.8% | 13.1% | 16.7% | $-18.17B |
| FY2026 Q2 | $200.61B | +19.6% | $5.75 | +242.3% | 52.3% | 13.7% | 31.2% | $-8.82B |