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Amazon Posts $181.5 B Revenue, AWS AI Surge.

5/1/2026

50 12 Full Breakdown

Summary

Story summary

Amazon reported Q1 2026 revenue of $181.5 billion, up 16.6% YoY and above estimates.
Net income rose to $30 billion, yielding earnings per share of $2.78 versus the $1.65 consensus.
AWS generated $37.6 billion in revenue, a 28% increase that beat the $36.6 billion forecast.
Amazon reaffirmed its $200 billion AI investment target, noted a $15 billion annualized AI services run rate at AWS, and announced up to $25 billion investment in Anthropic.

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Story summary

Amazon reported Q1 2026 revenue of $181.5 billion, up 16.6% YoY and above estimates.
Net income rose to $30 billion, yielding earnings per share of $2.78 versus the $1.65 consensus.
AWS generated $37.6 billion in revenue, a 28% increase that beat the $36.6 billion forecast.
Amazon reaffirmed its $200 billion AI investment target, noted a $15 billion annualized AI services run rate at AWS, and announced up to $25 billion investment in Anthropic.