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Amazon earnings updates: AI spend and AWS in focus for Wall Street ahead of results
Bloomberg/Getty ImagesWall Street is getting ready for Amazon earnings after the closing bell.The key metric for investors will be revenue in the AWS segment, as Amazon has been pouring money into its cloud and AI capabilities in recent quarters.Also key to this quarter's results will be any news of Amazon's chip developments. CEO Andy Jassy is hugely bullish on the initiative, so much so that he took a rare shot at Nvidia when talking about the project in his letter to shareholders earlier this month.The stock has already had a strong run in 2026, but investors will want to see evidence that the party can continue through the rest of this year. Shares were up yüzde 14 year to date through Tuesday's close.The results will be published after the 4 p.m. ET closing bell, and the call will begin around 5:30 p.m.Wall Street expects revenue of $177.23 billion and EPS of $1.62First quarterNet sales estimate $177.23 billion (Bloomberg Consensus)AWS net sales estimate $36.68 billionOnline stores net sales estimate $62.65 billionPhysical Stores net sales estimate $5.81 billionThird-Party Seller Services net sales estimate $40.78 billionAdvertising services net sales estimate $16.9 billionSubscription Services net sales estimate $13.07 billionNorth America net sales estimate $102.08 billionInternational net sales estimate $38.59 billionAmazon Web Services net sales excluding F/X estimate +25.yüzde 7Third-party seller services net sales excluding F/X estimate+10.yüzde 9Subscription services net sales excluding F/X estimate +11%EPS estimate $1.62Operating income estimate $20.75 billionOperating margin estimate 11.yüzde 7North America operating margin estimate +6.yüzde 85International operating margin estimate 2.yüzde 58Fulfillment expense estimate $27.31 billionSeller unit mix estimate 60%Second quarterNet sales estimate $189.15 billionOperating income estimate $22.86 billionCapital expenditure estimate $47.44 billionRead the original article on Business Insider
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