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Amazon.com Announces Second Quarter Results

businesswire.com

Amazon.com Announces Second Quarter Results SEATTLE--( BUSINESS WIRE)--Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2026.

“AWS is booming, growing 36.7% year-over-year in Q2—our fastest growth in 18 quarters—and our AI and Chips businesses each eclipsed run rates of more than $25 billion,” said Andy Jassy, President and CEO, Amazon. “In Stores, we again set record delivery speeds for Prime members in the first half of the year—over 40% more items delivered same-day or overnight, with Grocery and Everyday Essentials growing meaningfully faster than the rest of the business. And, Advertising had another strong quarter with 26% year-over-year growth. There’s a lot to be excited about, and we have much more coming for customers in the second half of the year and beyond.”

Some other highlights since the company’s last earnings announcement include that Amazon:

Financial Guidance

The following forward-looking statements reflect Amazon.com’s expectations as of July 30, 2026, and are subject to substantial uncertainty. Our results are inherently unpredictable and may be materially affected by many factors, such as fluctuations in foreign exchange rates and energy prices, changes in global economic and geopolitical conditions, tariff and trade policies, resource and supply volatility, including for memory chips, and customer demand and spending (including the impact of recessionary fears), inflation, interest rates, regional labor market constraints, world events, the rate of growth of the internet, online commerce, cloud services, and new and emerging technologies, and the various factors detailed below.

Third Quarter 2026 Guidance

Conference Call Information

A conference call will be webcast live today at 2:00 p.m. PT/5:00 p.m. ET, and will be available for at least three months at amazon.com/ir. This call will contain forward-looking statements and other material information regarding the Company’s financial and operating results.

Forward-Looking Statements

These forward-looking statements are inherently difficult to predict. Actual results and outcomes could differ materially for a variety of reasons, including, in addition to the factors discussed above, the amount that Amazon.com invests in new business opportunities and the timing of those investments, the mix of products and services sold to customers, the mix of net sales derived from products as compared with services, the extent to which we owe income or other taxes, competition, management of growth, potential fluctuations in operating results, international growth and expansion, the outcomes of claims, litigation, government investigations, and other proceedings, fulfillment, sortation, delivery, and data center optimization, risks of inventory management, variability in demand, the degree to which the Company enters into, maintains, and develops commercial agreements, proposed and completed acquisitions and strategic transactions, payments risks, and risks of fulfillment throughput and productivity. Other risks and uncertainties include, among others, risks related to new products, services, and technologies, security incidents, system interruptions, government regulation and taxation, and fraud. In addition, global economic and geopolitical conditions and additional or unforeseen circumstances, developments, or events may give rise to or amplify many of these risks. More information about factors that potentially could affect Amazon.com’s financial results is included in Amazon.com’s filings with the Securities and Exchange Commission (“SEC”), including its most recent Annual Report on Form 10-K and subsequent filings.

Additional Information

Our investor relations website is amazon.com/ir and we encourage investors to use it as a way of easily finding information about us. We promptly make available on this website, free of charge, the reports that we file or furnish with the SEC, corporate governance information (including our Code of Business Conduct and Ethics), and select press releases, which may contain material information about us, and you may subscribe to be notified of new information posted to this site.

About Amazon

Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. Amazon strives to be Earth’s Most Customer-Centric Company, Earth’s Best Employer, and Earth’s Safest Place to Work. Customer reviews, 1-Click shopping, personalized recommendations, Prime, Fulfillment by Amazon, AWS, Kindle Direct Publishing, Kindle, Career Choice, Fire tablets, Fire TV, Amazon Echo, Alexa, Just Walk Out technology, Amazon Studios, and The Climate Pledge are some of the things pioneered by Amazon. For more information, visit amazon.com/about and follow @AmazonNews.

AMAZON.COM, INC.

Consolidated Statements of Cash Flows

(in millions)

(unaudited)

Three Months Ended

June 30,

Six Months Ended

June 30,

Twelve Months Ended

June 30,

2025

2026

2025

2026

2025

2026

CASH, CASH EQUIVALENTS, AND RESTRICTED CASH, BEGINNING OF PERIOD

$

69,893

$

104,692

$

82,312

$

90,106

$

71,673

$

61,453

OPERATING ACTIVITIES:

Net income

18,164

62,647

35,291

92,902

70,623

135,281

Adjustments to reconcile net income to net cash from operating activities:

Depreciation and amortization of property and equipment and capitalized content costs, operating lease assets, and other

15,227

19,988

29,489

38,933

58,562

75,200

Stock-based compensation

6,534

6,038

10,223

10,070

20,551

19,314

Non-operating expense (income), net

(1,258

)

(53,381

)

(4,075

)

(69,013

)

(4,702

)

(79,818

)

Deferred income taxes

11

17,691

518

30,489

(2,407

)

41,441

Changes in operating assets and liabilities:

Inventories

(4,054

)

(1,818

)

(5,276

)

(196

)

(5,851

)

2,078

Accounts receivable, net and other

(1,125

)

(8,204

)

122

(13,954

)

(4,602

)

(21,409

)

Other assets

(2,971

)

(4,717

)

(6,373

)

(8,528

)

(15,100

)

(17,787

)

Accounts payable

7,058

9,442

(1,985

)

705

6,264

13,921

Accrued expenses and other

(4,952

)

(2,018

)

(9,013

)

(10,063

)

(4,842

)

(6,069

)

Unearned revenue

(119

)

(281

)

609

74

2,641

(749

)

Net cash provided by (used in) operating activities

32,515

45,387

49,530

71,419

121,137

161,403

INVESTING ACTIVITIES:

Purchases of property and equipment

(32,183

)

(54,208

)

(57,202

)

(98,411

)

(107,656

)

(173,028

)

Proceeds from property and equipment sales and incentives

815

1,132

1,579

2,101

4,703

4,021

Acquisitions, net of cash acquired, non-marketable investments, and other, net

(1,700

)

(24,359

)

(1,652

)

(39,767

)

(4,809

)

(41,956

)

Sales and maturities of marketable securities

11,441

24,196

19,178

41,882

30,924

67,090

Purchases of marketable securities

(17,797

)

(26,006

)

(31,130

)

(49,262

)

(46,731

)

(72,902

)

Net cash provided by (used in) investing activities

(39,424

)

(79,245

)

(69,227

)

(143,457

)

(123,569

)

(216,775

)

FINANCING ACTIVITIES:

Proceeds from short-term debt, and other

2,093

9,368

3,908

15,386

8,187

20,798

Repayments of short-term debt, and other

(1,392

)

(9,573

)

(3,474

)

(15,682

)

(7,901

)

(20,634

)

Proceeds from long-term debt

13,557

746

66,998

746

81,925

Repayments of long-term debt

(2,751

)

(2,752

)

(2,751

)

(2,752

)

(7,434

)

(5,022

)

Principal repayments of finance leases

(411

)

(395

)

(821

)

(863

)

(1,556

)

(1,599

)

Principal repayments of financing obligations

(78

)

(59

)

(194

)

(174

)

(694

)

(308

)

Net cash provided by (used in) financing activities

(2,539

)

10,146

(2,586

)

62,913

(8,652

)

75,160

Foreign currency effect on cash, cash equivalents, and restricted cash

1,008

(53

)

1,424

(54

)

864

(314

)

Net increase (decrease) in cash, cash equivalents, and restricted cash

(8,440

)

(23,765

)

(20,859

)

(9,179

)

(10,220

)

19,474

CASH, CASH EQUIVALENTS, AND RESTRICTED CASH, END OF PERIOD

$

61,453

$

80,927

$

61,453

$

80,927

$

61,453

$

80,927

SUPPLEMENTAL CASH FLOW INFORMATION:

Cash paid for interest on debt, net of capitalized interest

$

523

$

736

$

759

$

1,010

$

1,668

$

1,709

Cash paid for operating leases

3,758

3,489

7,320

7,804

13,485

15,522

Cash paid for interest on finance leases

72

85

143

187

284

339

Cash paid for interest on financing obligations

52

50

107

126

212

215

Cash paid for income taxes, net of refunds

4,761

2,655

5,638

3,978

11,788

6,635

Assets acquired under operating leases

4,621

7,670

8,942

13,909

16,702

24,897

Property and equipment acquired under finance leases, net of remeasurements and modifications

937

563

991

2,128

1,622

4,048

Increase (decrease) in property and equipment acquired but not yet paid

(1,600

)

10,700

1,508

20,620

5,376

29,267

AMAZON.COM, INC.

Consolidated Statements of Operations

(in millions, except per share data)

(unaudited)

Three Months Ended

June 30,

Six Months Ended

June 30,

2025

2026

2025

2026

Net product sales

$

68,246

$

77,602

$

132,216

$

148,906

Net service sales

99,456

123,004

191,153

233,219

Total net sales

167,702

200,606

323,369

382,125

Operating expenses:

Cost of sales

80,809

95,778

157,785

183,241

Fulfillment

25,976

29,633

50,569

56,922

Technology and infrastructure

27,166

33,158

50,160

62,725

Sales and marketing

11,416

11,698

21,179

22,012

General and administrative

2,965

2,788

5,593

5,375

Other operating expense (income), net

199

90

507

537

Total operating expenses

148,531

173,145

285,793

330,812

Operating income

19,171

27,461

37,576

51,313

Interest income

1,085

1,295

2,151

2,430

Interest expense

(516

)

(1,314

)

(1,057

)

(2,114

)

Other income (expense), net

1,117

53,415

3,866

69,062

Total non-operating income

1,686

53,396

4,960

69,378

Income before income taxes

20,857

80,857

42,536

120,691

Provision for income taxes

(2,678

)

(18,199

)

(7,231

)

(27,759

)

Equity-method investment activity, net of tax

(15

)

(11

)

(14

)

(30

)

Net income

$

18,164

$

62,647

$

35,291

$

92,902

Basic earnings per share

$

1.71

$

5.82

$

3.32

$

8.64

Diluted earnings per share

$

1.68

$

5.75

$

3.27

$

8.53

Weighted-average shares used in computation of earnings per share:

Basic

10,637

10,769

10,620

10,756

Diluted

10,806

10,903

10,800

10,889

AMAZON.COM, INC.

Consolidated Statements of Comprehensive Income

(in millions)

(unaudited)

Three Months Ended

June 30,

Six Months Ended

June 30,

2025

2026

2025

2026

Net income

$

18,164

$

62,647

$

35,291

$

92,902

Other comprehensive income (loss):

Foreign currency translation adjustments, net of tax of $(142), $(66), $(208), and $(79)

3,314

(799

)

4,849

(1,563

)

Unrealized gains (losses) on net investment hedging instruments, net of tax of $0, $(69), $0, and $(45)

229

144

Available-for-sale debt securities:

Change in net unrealized gains (losses), net of tax of $(12), $(13,695), $(23), and $(14,035)

40

41,988

77

42,814

Less: reclassification adjustment for net losses (gains) included in “Other income (expense), net,” net of tax of $5, $0, $814, and $1,142

(17

)

(2,471

)

(3,337

)

Net change

23

41,988

(2,394

)

39,477

Other, net of tax of $(1), $1, $0, and $(1)

(3

)

1

(1

)

(1

)

Total other comprehensive income (loss)

3,334

41,419

2,454

38,057

Comprehensive income

$

21,498

$

104,066

$

37,745

$

130,959

AMAZON.COM, INC.

Segment Information

(in millions)

(unaudited)

Three Months Ended

June 30,

Six Months Ended

June 30,

2025

2026

2025

2026

North America

Net sales

$

100,068

$

116,177

$

192,955

$

220,320

Operating expenses

92,551

107,054

179,597

202,930

Operating income

$

7,517

$

9,123

$

13,358

$

17,390

International

Net sales

$

36,761

$

42,197

$

70,274

$

81,986

Operating expenses

35,267

40,480

67,763

78,845

Operating income

$

1,494

$

1,717

$

2,511

$

3,141

AWS

Net sales

$

30,873

$

42,232

$

60,140

$

79,819

Operating expenses

20,713

25,611

38,433

49,037

Operating income

$

10,160

$

16,621

$

21,707

$

30,782

Consolidated

Net sales

$

167,702

$

200,606

$

323,369

$

382,125

Operating expenses

148,531

173,145

285,793

330,812

Operating income

19,171

27,461

37,576

51,313

Total non-operating income

1,686

53,396

4,960

69,378

Provision for income taxes

(2,678

)

(18,199

)

(7,231

)

(27,759

)

Equity-method investment activity, net of tax

(15

)

(11

)

(14

)

(30

)

Net income

$

18,164

$

62,647

$

35,291

$

92,902

Segment Highlights:

Y/Y net sales growth:

North America

11

%

16

%

9

%

14

%

International

16

15

10

17

AWS

17

37

17

33

Consolidated

13

20

11

18

Net sales mix:

North America

60

%

58

%

60

%

58

%

International

22

21

22

21

AWS

18

21

18

21

Consolidated

100

%

100

%

100

%

100

%

AMAZON.COM, INC.

Consolidated Balance Sheets

(in millions, except per share data)

December 31, 2025

June 30, 2026

(unaudited)

ASSETS

Current assets:

Cash and cash equivalents

$

86,810

$

78,213

Marketable securities

36,219

44,775

Inventories

38,325

38,184

Accounts receivable, net and other

67,729

88,092

Total current assets

229,083

249,264

Property and equipment, net

357,025

446,046

Operating leases

86,054

92,743

Goodwill

23,273

23,504

Other assets

122,607

284,132

Total assets

$

818,042

$

1,095,689

LIABILITIES AND STOCKHOLDERS’ EQUITY

Current liabilities:

Accounts payable

$

121,909

$

147,440

Accrued expenses and other

75,520

73,406

Unearned revenue

20,576

20,428

Total current liabilities

218,005

241,274

Long-term lease liabilities

87,339

94,338

Long-term debt

65,648

128,894

Other long-term liabilities

35,985

79,563

Commitments and contingencies

Stockholders’ equity:

Preferred stock ($0.01 par value; 500 shares authorized; no shares issued or outstanding)

Common stock ($0.01 par value; 100,000 shares authorized; 11,246 and 11,298 shares issued; 10,731 and 10,783 shares outstanding)

112

113

Treasury stock, at cost

(7,837

)

(7,837

)

Additional paid-in capital

140,024

149,619

Accumulated other comprehensive income (loss)

28,230

66,287

Retained earnings

250,536

343,438

Total stockholders’ equity

411,065

551,620

Total liabilities and stockholders’ equity

$

818,042

$

1,095,689

AMAZON.COM, INC.

Supplemental Financial Information and Business Metrics

(in millions, except per share data)

(unaudited)

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Y/Y %

Change

Cash Flows and Shares

Operating cash flow -- trailing twelve months (TTM)

$

113,903

$

121,137

$

130,691

$

139,514

$

148,531

$

161,403

33

%

Operating cash flow -- TTM Y/Y growth

15

%

12

%

16

%

20

%

30

%

33

%

N/A

Purchases of property and equipment, net of proceeds from sales and incentives -- TTM

$

87,978

$

102,953

$

115,903

$

128,320

$

147,299

$

169,007

64

%

Free cash flow -- TTM (1)

$

25,925

$

18,184

$

14,788

$

11,194

$

1,232

$

(7,604

)

(142

)%

Common shares and stock-based awards outstanding

10,876

10,952

10,955

10,953

10,949

11,027

1

%

Common shares outstanding

10,613

10,660

10,687

10,731

10,754

10,783

1

%

Stock-based awards outstanding

263

292

268

222

195

244

(16

)%

Stock-based awards outstanding -- % of common shares outstanding

2.5

%

2.7

%

2.5

%

2.1

%

1.8

%

2.3

%

N/A

Results of Operations

Worldwide (WW) net sales

$

155,667

$

167,702

$

180,169

$

213,386

$

181,519

$

200,606

20

%

WW net sales -- Y/Y growth, excluding F/X

10

%

12

%

12

%

12

%

15

%

20

%

N/A

WW net sales -- TTM

$

650,313

$

670,038

$

691,330

$

716,924

$

742,776

$

775,680

16

%

WW net sales -- TTM Y/Y growth, excluding F/X

11

%

11

%

11

%

12

%

13

%

15

%

N/A

Operating income

$

18,405

$

19,171

$

17,422

$

24,977

$

23,852

$

27,461

43

%

F/X impact -- favorable (unfavorable)

$

53

$

153

$

129

$

23

$

(33

)

$

(105

)

N/A

Operating income -- Y/Y growth (decline), excluding F/X

20

%

30

%

(1

)%

18

%

30

%

44

%

N/A

Operating margin -- % of WW net sales

11.8

%

11.4

%

9.7

%

11.7

%

13.1

%

13.7

%

N/A

Operating income -- TTM

$

71,691

$

76,190

$

76,201

$

79,975

$

85,422

$

93,712

23

%

Operating income -- TTM Y/Y growth, excluding F/X

51

%

40

%

25

%

16

%

19

%

23

%

N/A

Operating margin -- TTM % of WW net sales

11.0

%

11.4

%

11.0

%

11.2

%

11.5

%

12.1

%

N/A

Net income

$

17,127

$

18,164

$

21,187

$

21,192

$

30,255

$

62,647

245

%

Net income per diluted share

$

1.59

$

1.68

$

1.95

$

1.95

$

2.78

$

5.75

242

%

Net income -- TTM

$

65,944

$

70,623

$

76,482

$

77,670

$

90,798

$

135,281

92

%

Net income per diluted share -- TTM

$

6.13

$

6.55

$

7.08

$

7.17

$

8.37

$

12.44

90

%

(1)

Free cash flow is cash flow from operations reduced by “Purchases of property and equipment, net of proceeds from sales and incentives.”

AMAZON.COM, INC.

Supplemental Financial Information and Business Metrics

(in millions)

(unaudited)

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Y/Y %

Change

Segments

North America Segment:

Net sales

$

92,887

$

100,068

$

106,267

$

127,083

$

104,143

$

116,177

16

%

Net sales -- Y/Y growth, excluding F/X

8

%

11

%

11

%

10

%

12

%

16

%

N/A

Net sales -- TTM

$

394,043

$

404,078

$

414,808

$

426,305

$

437,561

$

453,670

12

%

Operating income

$

5,841

$

7,517

$

4,789

$

11,472

$

8,267

$

9,123

21

%

F/X impact -- unfavorable

$

(32

)

$

(46

)

$

(53

)

$

(73

)

$

(41

)

$

(6

)

N/A

Operating income -- Y/Y growth (decline), excluding F/X

18

%

49

%

(14

)%

25

%

42

%

21

%

N/A

Operating margin -- % of North America net sales

6.3

%

7.5

%

4.5

%

9.0

%

7.9

%

7.9

%

N/A

Operating income -- TTM

$

25,825

$

28,277

$

27,403

$

29,619

$

32,045

$

33,651

19

%

Operating margin -- TTM % of North America net sales

6.6

%

7.0

%

6.6

%

6.9

%

7.3

%

7.4

%

N/A

International Segment:

Net sales

$

33,513

$

36,761

$

40,896

$

50,724

$

39,789

$

42,197

15

%

Net sales -- Y/Y growth, excluding F/X

8

%

11

%

10

%

11

%

11

%

15

%

N/A

Net sales -- TTM

$

144,484

$

149,582

$

154,590

$

161,894

$

168,170

$

173,606

16

%

Operating income

$

1,017

$

1,494

$

1,199

$

1,040

$

1,424

$

1,717

15

%

F/X impact -- favorable (unfavorable)

$

(56

)

$

338

$

302

$

319

$

347

$

(43

)

N/A

Operating income -- Y/Y growth (decline), excluding F/X

19

%

324

%

(31

)%

(45

)%

6

%

18

%

N/A

Operating margin -- % of International net sales

3.0

%

4.1

%

2.9

%

2.1

%

3.6

%

4.1

%

N/A

Operating income -- TTM

$

3,906

$

5,127

$

5,025

$

4,750

$

5,157

$

5,380

5

%

Operating margin -- TTM % of International net sales

2.7

%

3.4

%

3.2

%

2.9

%

3.1

%

3.1

%

N/A

AWS Segment:

Net sales

$

29,267

$

30,873

$

33,006

$

35,579

$

37,587

$

42,232

37

%

Net sales -- Y/Y growth, excluding F/X

17

%

17

%

20

%

24

%

28

%

37

%

N/A

Net sales -- TTM

$

111,786

$

116,378

$

121,932

$

128,725

$

137,045

$

148,404

28

%

Operating income

$

11,547

$

10,160

$

11,434

$

12,465

$

14,161

$

16,621

64

%

F/X impact -- favorable (unfavorable)

$

141

$

(139

)

$

(120

)

$

(223

)

$

(339

)

$

(56

)

N/A

Operating income -- Y/Y growth, excluding F/X

21

%

10

%

11

%

19

%

26

%

64

%

N/A

Operating margin -- % of AWS net sales

39.5

%

32.9

%

34.6

%

35.0

%

37.7

%

39.4

%

N/A

Operating income -- TTM

$

41,960

$

42,786

$

43,773

$

45,606

$

48,220

$

54,681

28

%

Operating margin -- TTM % of AWS net sales

37.5

%

36.8

%

35.9

%

35.4

%

35.2

%

36.8

%

N/A

AMAZON.COM, INC.

Supplemental Financial Information and Business Metrics

(in millions, except employee data)

(unaudited)

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Y/Y %

Change

Net Sales

Online stores (1)

$

57,407

$

61,485

$

67,407

$

82,988

$

64,254

$

70,432

15

%

Online stores -- Y/Y growth, excluding F/X

6

%

10

%

8

%

8

%

9

%

15

%

N/A

Physical stores (2)

$

5,533

$

5,595

$

5,578

$

5,855

$

5,785

$

5,794

4

%

Physical stores -- Y/Y growth, excluding F/X

6

%

7

%

7

%

5

%

4

%

4

%

N/A

Third-party seller services (3)

$

36,512

$

40,348

$

42,486

$

52,816

$

41,578

$

46,780

16

%

Third-party seller services -- Y/Y growth, excluding F/X

7

%

10

%

11

%

10

%

12

%

16

%

N/A

Advertising services (4)

$

13,921

$

15,694

$

17,703

$

21,317

$

17,243

$

19,809

26

%

Advertising services -- Y/Y growth, excluding F/X

19

%

22

%

22

%

22

%

22

%

26

%

N/A

Subscription services (5)

$

11,715

$

12,208

$

12,574

$

13,122

$

13,427

$

13,730

12

%

Subscription services -- Y/Y growth, excluding F/X

11

%

11

%

10

%

12

%

12

%

12

%

N/A

AWS

$

29,267

$

30,873

$

33,006

$

35,579

$

37,587

$

42,232

37

%

AWS -- Y/Y growth, excluding F/X

17

%

17

%

20

%

24

%

28

%

37

%

N/A

Other (6)

$

1,312

$

1,499

$

1,415

$

1,709

$

1,645

$

1,829

22

%

Other -- Y/Y growth, excluding F/X

4

%

18

%

7

%

7

%

25

%

23

%

N/A

Stock-based Compensation Expense

Cost of sales

$

148

$

250

$

197

$

182

$

171

$

208

(17

)%

Fulfillment

$

497

$

880

$

685

$

641

$

601

$

764

(13

)%

Technology and infrastructure

$

2,060

$

3,655

$

2,697

$

2,459

$

2,286

$

3,701

1

%

Sales and marketing

$

653

$

1,207

$

832

$

753

$

663

$

845

(30

)%

General and administrative

$

331

$

542

$

436

$

362

$

311

$

520

(4

)%

Total stock-based compensation expense

$

3,689

$

6,534

$

4,847

$

4,397

$

4,032

$

6,038

(8

)%

Other

WW shipping costs

$

22,495

$

23,370

$

25,384

$

31,492

$

25,709

$

27,873

19

%

WW shipping costs -- Y/Y growth

3

%

6

%

8

%

10

%

14

%

19

%

N/A

WW paid units -- Y/Y growth (7)

8

%

12

%

11

%

12

%

15

%

17

%

N/A

WW seller unit mix -- % of WW paid units (7)

61

%

62

%

62

%

61

%

60

%

61

%

N/A

Employees (full-time and part-time; excludes contractors & temporary personnel)

1,560,000

1,546,000

1,578,000

1,576,000

1,575,000

1,595,000

3

%

Employees (full-time and part-time; excludes contractors & temporary personnel) -- Y/Y growth

3

%

1

%

2

%

1

%

1

%

3

%

N/A

(1)

Includes product sales and digital media content where we record revenue gross. We leverage our retail infrastructure to offer a wide selection of consumable and durable goods that includes media products available in both a physical and digital format, such as books, videos, games, music, and software. These product sales include digital products sold on a transactional basis. Digital media content subscriptions that provide unlimited viewing or usage rights are included in “Subscription services.”

(2)

Includes product sales where our customers physically select items in a store. Sales to customers who order goods online for delivery or pickup at our physical stores are included in “Online stores.”

(3)

Includes commissions and any related fulfillment and shipping fees, and other third-party seller services.

(4)

Includes sales of advertising services to sellers, vendors, publishers, authors, and others, through programs such as sponsored ads, display, and video advertising.

(5)

Includes annual and monthly fees associated with Amazon Prime memberships, as well as digital video, audiobook, digital music, e-book, and other non-AWS subscription services.

(6)

Includes sales related to various other offerings (such as shipping services, healthcare services, and certain licensing and distribution of video content) and our co-branded credit card agreements.

(7)

Excludes the impact of Whole Foods Market.

Amazon.com, Inc.

Certain Definitions

Customer Accounts

Seller Accounts

AWS Customers

Units