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Earnings1 min read

Amazon Net Sales Jump 12% to $201.9B as AWS AI Growth Accelerates

Amazon reported third-quarter net sales of $201.9 billion, a 12% year-over-year increase, driven by a surge in AWS cloud revenue to $45.98 billion and an operating profit of $28.08 billion.

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Amazon Delivers Robust Q3 2026 Results Driven by AWS and AI Infrastructure

Amazon.com, Inc. (NASDAQ: AMZN) reported third-quarter 2026 financial results, posting net sales of $201.94 billion, up 12% compared to $180.17 billion in the third quarter of 2025.

Key Financial Highlights

  • Net Sales: Reached $201.94 billion, exceeding expectations and demonstrating resilient consumer retail and cloud demand.
  • AWS Performance: Amazon Web Services (AWS) delivered $45.98 billion in revenue, up significantly from $33.01 billion in the prior-year period.
  • Operating Income: Operating income grew substantially to $28.08 billion, up from $17.42 billion in Q3 2025.
  • Operating Cash Flow: Trailing twelve-month operating cash flow increased to $42.42 billion.

Strategic AI Investments & Outlook

Amazon highlighted that capital investments in generative AI and cloud infrastructure will continue to expand into 2027 to meet multi-year enterprise commitments. CEO Andy Jassy highlighted that AWS's generative AI stack is driving substantial re-acceleration across commercial cloud contracts.