Amazon.com, Inc. (AMZN.US) Q3 2026 Earnings Conference Call
Live time: Oct 29, 2026 21:00 UTC
Amazon.com, Inc. (AMZN.US) Q3 2026 Earnings Conference Call
Live time: 10/29/2026 21:00:00 UTC
亚马逊公司 (AMZN.US) 2026 年第三季度业绩电话会
Summary
01:00
Opening Remarks by Dave File
Dave File, VP of Investor Relations, welcomes participants to Amazon's 2026 Q3 financial earnings call, provides instructions for the Q&A session, and lays out legal disclaimers regarding forward-looking statements and financial metrics.
03:31
CEO Andy Jassy Q3 Business Overview
CEO Andy Jassy reports total revenue of $201.9 billion, up 12% YoY, operating income of $28.1 billion, up 61% YoY, and highlights significant growth in AWS with a 39.3% revenue increase, driven by AI and cloud computing demand.
06:50
AWS AI-driven Innovations
Andy Jassy discusses AWS advancements in AI, emphasizing customer-driven development including Amazon Bedrock, DuckDb, and AI safety measures. He highlights the rapid growth of Amazon Bedrock, the scalability of AI models, and the strategic focus on delivering high-value AI services securely.
11:39
Retail Business Performance
Andy Jassy highlights strong growth in Amazon Fresh grocery and daily essential sales, with total quarterly sales nearing $250 billion and rapid expansion in services such as Amazon Pharmacy and Alexa shopping integration.
20:15
CFO Brian Olsafsky Financial Results
CFO Brian Olsafsky details Q3 revenue split: total revenues reaching $201.9 billion (North America $112.9 billion, international $43.1 billion) accompanied by a 12% YoY increase in paid units. AWS revenue grows by 39.3% backed by strong AI-driven demand.
26:02
Financial Outlook for Q4 2026
Amazon forecasts Q4 net sales between $240 billion to $247 billion, including currency fluctuation impacts of 60 basis points, with operating income projected between $28.5 billion to $33.5 billion. Progress around LEO services discussed as a key upcoming initiative.
27:47
AI and Revenue Growth Dynamics — Analyst: Justin Post (Bank of America)
Andy explains AWS growth, asserting forthcoming eight to ten quarters of capacity expansion. Key AI capabilities like Trainium chips and Bedrock services are driving efficiency and revenue across cloud and AI workloads.
31:41
AWS $1 Trillion Pathway — Analyst: Brian Nowak (Morgan Stanley)
Andy elaborates Amazon's pathway to a $1 trillion AWS business within the next 5-10 years, emphasizing early stage use of inference and enterprise adoption driving future demand for AI-enabled production applications.
38:13
AWS Profit Margins Stability — Analyst: Mark Mahaney (Evercore ISI)
Brian shares current insights into AWS profit margins, reflecting strong operating efficiency reaching 38.7%, with AI growth creating potential fluctuations in the cost structure.
43:06
Bedrock Expansion Insights — Analyst: Eric Sheridan (Goldman Sachs)
Andy highlights that Bedrock, AWS’s generative AI platform, is set to scale significantly, offering frontier AI models and a highly customizable framework. He addresses the strategic balance of selling chips externally versus maintaining AWS’s internal computational needs.
Related Notices
Amazon | (10-Q) Basic quarterly filing
Oct 30, 2026 19:00Revenue: As of FY2026 Q3, the actual value is USD 201.94 B, compared to the market estimate of USD 202.28 B. EPS: As of FY2026 Q3, the actual value is USD 1.89, compared to the market estimate of USD 1.9579. EBIT: As of FY2026 Q3, the actual value is USD 27.57 B.
Amazon | (8-K) Current Report
Oct 29, 2026 16:05Revenue: As of FY2026 Q3, the actual value is USD 201.94 B, compared to the market estimate of USD 202.26 B. EPS: As of FY2026 Q3, the actual value is USD 1.89, compared to the market estimate of USD 1.9594. EBIT: As of FY2026 Q3, the actual value is USD 28.58 B.
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