AI-Driven, Continuing to Accelerate: Amazon 26Q2 Results Flash [Guolian Minsheng Overseas | US Stocks]

English summary

Overall results: Amazon Q2 revenue $200.6bn, +20% YoY; operating profit $27.5bn, +43% YoY; EPS $5.75; net profit $62.6bn, +245% YoY. By segment: AWS revenue $42.2bn, +37% YoY, accelerating for the fifth consecutive quarter, fastest growth in 18 quarters; AWS operating profit $16.6bn, +64% YoY, operating margin 39.4%. North America revenue $116.2bn, +16% YoY, operating profit $9.1bn; International revenue $42.2bn, +15% YoY, operating profit $1.7bn. Advertising revenue $19.8bn, +26% YoY; subscription services revenue $13.7bn, +12% YoY. Earlier 'all-in AI' investments are beginning to deliver revenue. Q2 CapEx reached $53.1bn, mainly for AWS and generative AI; full-year CapEx plan raised from ~$200bn to ~$220bn, with the increase partly due to rising storage costs. ...