Amazon.com Inc (AMZN) — the earnings record
As of the 2026-07-28 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -12.0% to +11.9% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$196.8B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Apr 26 | 2026-04-29 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-05 | ✗ miss | ✓ beat |
| Oct 25 | 2025-10-30 | ✓ beat | ✓ beat |
| Jul 25 | 2025-07-31 | ✓ beat | ✓ beat |
| May 25 | 2025-05-01 | ✓ beat | ✓ beat |
| Feb 25 | 2025-02-06 | ✓ beat | ✓ beat |
| Oct 24 | 2024-10-31 | ✓ beat | ✓ beat |
| Aug 24 | 2024-08-01 | ✓ beat | ✗ miss |
| Apr 24 | 2024-04-30 | ✓ beat | ✓ beat |
| Feb 24 | 2024-02-01 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full AMZN print-record card — free registration.
FAQ · from the current data · as of 2026-07-28
Quick answers
How often does Amazon.com Inc beat earnings estimates?
Across the last 10 covered prints (as of the 2026-07-28 card), Amazon.com Inc beat EPS estimates 9 of 10 times and revenue estimates 9 of 10 times, with 8 double beats.
How does AMZN stock react to earnings?
Measured close-of-print-day to the close three sessions later: 5 of the last 10 prints resolved up (beyond +3%), 2 flat, 3 down — reactions spanning -12.0% to +11.9%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was AMZN's biggest earnings reaction?
-12% over the three sessions after the Aug 24 print (2024-08-01).
When does Amazon.com Inc report earnings next?
2026-07-30 (est EPS $1.82 · est revenue ~$196.8B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where AMZN appears in the diary — 15 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
- Google and RSI — The Loop Nobody Has Closed
- Magnificent Seven — The Seven at the Shelf
2 · The four long trends — and the one most behind The four long trends, three years each: MSFT +59%, AMZN +97%, GOOG +152%, AAPL +72%.
- Pattern 03 — NVIDIA Strategic Authority Investment
Three rhythmic series run alongside the dated events: Hyperscaler earnings (MSFT / GOOGL / META / AMZN, quarterly) — capex disclosures set NVIDIA's tape.
101 and glossary
- Alt-Hyperscalers: Why CoreWeave, Nebius, and Lambda Labs Matter
Key Companies CRWV CoreWeave Leading alt-hyperscaler — IPO trajectory, bare-metal GPU NBIS Nebius European AI cloud — sovereignty positioning (ex-Yandex) LLABS Lambda Labs AI compute cloud — research/training focused (private) AMZN AWS…
- Cloudflare as Agentic Toll Booth: The Infrastructure Tax on Every Agent
Key Companies NET Cloudflare Toll booth positioning: Workers + R2 + Zero Trust for agents ZS Zscaler Competitor in security, but no compute/storage layer FSLY Fastly CDN competitor, but no agent runtime AMZN AWS Full stack but…
- Inference Economics: How the Training-to-Inference Shift Changes Everything
Key Companies NVDA NVIDIA Training dominant, adapting to inference GOOG Google (TPU) Custom inference ASIC — TPU v5 AMZN Amazon (Trainium) Custom inference ASIC — Trainium2 QCOM Qualcomm Edge inference — on-device AI
- The CapEx Cliff Question: When Does AI Infrastructure Spending Peak?
Key Companies ASML ★ Sentinel ASML Order book as CapEx leading indicator MSFT Microsoft Largest AI CapEx spender GOOG Google Second-largest AI CapEx AMZN Amazon AWS CapEx acceleration META Meta Reality Labs + AI CapEx
Dailies
- Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69
- Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their lines
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
- Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%
- Decision Time for the Semi Complex
How the complex got to the line NVDA Mon −2.91% — the only red mega-cap MSFT +0.84% · GOOGL +0.94% · AMZN +1.33% · META +1.66% · AAPL +0.32% DRAM (memory) 54.28 −5.89% COHR 275.49 −4.85% · LITE 830.17 −4.22% · FN 421.14 −3.56% · AMAT…
- The buyback rally fades and the 30-year pushes back to 5.25%, but crypto answers louder — Bitcoin above 75,000 toward its best week since March 2024, BITW breaks a year-long wedge, and the yen's first falsifier line goes live at 158.83
Hyperscalers Thursday: MSFT −0.65, GOOGL −1.17, AMZN −2.16, META −0.04, NVDA −0.33, AAPL −1.75.
- TSMC prints +45%, the rotation pays the whole chain — and the bond coil leaks into the referee
Software and cloud opened weak and got bought: IGV and CLOU both near +2% after being down initially, with the hyperscalers leading the operate layer — MSFT +2.0%, AMZN +1.5%.
- The advance fizzles into the stamp — Amazon +13, Apple −9, and a paradox in the breadth
AMZN trades ~267, up 13.3%, holding the entire after-hours move through the regular session — the market pays AWS's re-acceleration to 37% the way it paid Microsoft's backlog on Wednesday.
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