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Amazon Q2 2026 Earnings Presentation

15 diapositives

Amazon's Q2 2026 financial results conference call slides — a 15-slide quarterly earnings deck covering net sales of $200.6 billion (up 20% year over year), operating income of $27.5 billion, net income of $62.6 billion (which includes $53.4 billion of non-operating pre-tax other income primarily from Amazon's investments in Anthropic), segment results for North America, International and AWS, trailing-twelve-month free cash flow that turned negative at $(7.6) billion, and a share-count and free-cash-flow reconciliation appendix.

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Amazon
AMZN
Earnings presentation
Q2 2026
Quarterly results

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Description

Sujet principal

Amazon's Q2 2026 financial results conference call slides — a 15-slide quarterly earnings deck covering net sales of $200.6 billion (up 20% year over year), operating income of $27.5 billion, net income of $62.6 billion (which includes $53.4 billion of non-operating pre-tax other income primarily from Amazon's investments in Anthropic), segment results for North America, International and AWS, trailing-twelve-month free cash flow that turned negative at $(7.6) billion, and a share-count and free-cash-flow reconciliation appendix.

Avantages clés

  • A complete, real-world quarterly earnings deck from one of the largest companies in the world — the format investors actually expect
  • Shows how to build an entire earnings story out of one chart type: five-period bar charts with a single Y/Y callout
  • Demonstrates the quarterly-plus-TTM pairing that smooths seasonality without hiding it
  • A working example of footnoting a one-off item honestly instead of burying it in a non-GAAP adjustment
  • Segment reporting laid out identically three times, so the reader learns the layout once and reads the rest at a glance
  • Editable PowerPoint, so the chart structure can be reused with your own numbers

Public cible

  • Investor relations teams preparing quarterly earnings materials
  • CFOs and finance leads who present results to a board or to investors
  • Equity analysts and investors tracking Amazon's segment economics
  • Corporate finance and FP&A professionals building reporting packs
  • MBA and finance students studying how public companies report
  • Presentation designers looking for a restrained, chart-first financial template

Cas d'utilisation

  • Template for a quarterly earnings results deck
  • Reference for how to pair quarterly and trailing-twelve-month views of the same metric
  • Teaching material for segment reporting and free cash flow reconciliation
  • Source for Amazon's Q2 2026 segment revenue and operating income figures
  • Design reference for minimal, high-contrast financial bar charts

Propositions de valeur uniques

  • Fifteen slides carry an entire quarter's results — proof that an earnings deck does not need density to be complete
  • Every growth number sits in a callout bubble on the chart, not in a bullet underneath it
  • The one unusual item in the quarter (the Anthropic-related other income) is footnoted on the slide where it distorts the number
  • Includes the GAAP-to-free-cash-flow reconciliation, so the non-GAAP measure on slide 12 is fully traceable
  • Original source file from Amazon's investor relations site, converted to editable PowerPoint

Pages de diapositives (15)

Vue détaillée de chaque page de diapositive, incluant la mise en page, le contenu clé et les éléments visuels.

Page 1
title slide

Q2 2026 Financial Results Conference Call Slides

Contenu

Cover slide for Amazon's second quarter 2026 financial results conference call.

Structure de la mise en page

White field with the amazon wordmark and smile arrow centred in the upper half and the deck title set in bold beneath it. Nothing else on the slide.

Éléments visuels clés

  • white ground
  • amazon wordmark with orange smile
  • centred bold title
  • generous empty space
Page 2
legal disclaimer

Forward-Looking Statements

Contenu

Standard safe-harbour disclosure listing the risks and uncertainties that could cause actual results to differ from the forward-looking statements in the presentation, with a pointer to Amazon's SEC filings.

Structure de la mise en page

Single column of small body text filling the slide under a bold heading. No graphics.

Éléments visuels clés

  • dense small body text
  • bold section heading
  • white ground
  • no imagery
Page 3
financial chart

Net Sales

Contenu

Net sales of $200.6 billion for Q2 2026, up 20% year over year, shown with the split by segment: North America $116.2 billion, International $42.2 billion and AWS $42.2 billion.

Structure de la mise en page

Bold dark navy title at upper left; an orange five-period bar chart with the current quarter labelled, a pale blue ellipse callout carrying the Y/Y growth rate, and the segment split rendered alongside it.

Éléments visuels clés

  • orange bars
  • pale blue ellipse callout
  • segment split
  • billions axis label
Page 4
financial chart

Net Sales — TTM

Contenu

Trailing-twelve-month net sales of $775.7 billion, shown across five rolling twelve-month periods so the growth trend is visible without quarterly seasonality.

Structure de la mise en page

Same chart grammar as the previous slide but on a TTM basis: orange bars for five periods, first and last values labelled, growth callout in a pale blue ellipse.

Éléments visuels clés

  • orange bars
  • TTM in the title
  • ellipse growth callout
  • labelled first and last bars
Page 5
financial chart

Operating Income

Contenu

Operating income of $27.5 billion in Q2 2026, up 43% year over year and up 44% on an F/X-adjusted basis, against $19.2 billion in Q2 2025.

Structure de la mise en page

Five orange bars from Q2 2025 to Q2 2026 on a $0–$40 billion axis; only the first and last bars carry value labels; a pale blue ellipse holds the two growth rates on separate lines.

Éléments visuels clés

  • five-quarter bar series
  • two-line ellipse callout
  • first and last bars labelled
  • $0–$40B axis
Page 6
financial chart

Operating Income — TTM

Contenu

Trailing-twelve-month operating income of $93.7 billion, up 23% year over year.

Structure de la mise en page

TTM version of the previous chart — identical bar styling, axis treatment and ellipse callout, with the period labels switched to rolling twelve-month windows.

Éléments visuels clés

  • orange bars
  • ellipse growth callout
  • TTM period labels
  • consistent axis styling
Page 7
financial chart

Net Income

Contenu

Net income of $62.6 billion in Q2 2026, up 245% year over year, with a footnote stating that the quarter includes $53.4 billion of non-operating pre-tax other income, primarily from Amazon's investments in Anthropic.

Structure de la mise en page

Standard five-bar layout with the growth callout in an ellipse, plus a numbered footnote in small type along the bottom edge explaining the one-off item behind the jump.

Éléments visuels clés

  • orange bars with a large final bar
  • ellipse callout
  • numbered footnote
  • one-off item disclosed on-slide
Page 8
financial chart

Net Income — TTM

Contenu

Trailing-twelve-month net income of $135.3 billion, carrying the same non-operating other income effect through the rolling twelve-month view.

Structure de la mise en page

TTM bar chart matching the quarterly slide before it, with the same ellipse callout and footnote placement.

Éléments visuels clés

  • orange bars
  • TTM labels
  • ellipse callout
  • footnote line
Page 9
segment results

Segment Results — North America

Contenu

North America net sales of $116.2 billion and operating income of $9.1 billion for Q2 2026, with trailing-twelve-month net sales of $453.7 billion and operating income of $33.7 billion.

Structure de la mise en page

Two side-by-side five-quarter bar charts — Net Sales on the left, Operating Income on the right — each with its own axis and its own ellipse callout, and a single orange-outlined box across the bottom carrying both TTM figures.

Éléments visuels clés

  • twin bar charts
  • two ellipse callouts
  • orange-outlined TTM summary box
  • separate axis scales
Page 10
segment results

Segment Results — International

Contenu

International net sales of $42.2 billion and operating income of $1.7 billion for Q2 2026, with trailing-twelve-month net sales of $173.6 billion and operating income of $5.4 billion.

Structure de la mise en page

The North America layout repeated exactly — twin charts, twin callouts, one TTM box — so the reader compares segments by position rather than by re-reading labels.

Éléments visuels clés

  • twin bar charts
  • ellipse callouts
  • TTM summary box
  • layout repeated from previous slide
Page 11
segment results

Segment Results — AWS

Contenu

AWS net sales of $42.2 billion in Q2 2026, up 37% year over year from $30.9 billion, and operating income of $16.6 billion, up 64% from $10.2 billion. Trailing-twelve-month net sales $148.4 billion; trailing-twelve-month operating income $54.7 billion.

Structure de la mise en page

Same twin-chart segment layout: Net Sales on a $0–$60 billion axis at left, Operating Income on a $0–$30 billion axis at right, each with a pale blue growth ellipse, and the TTM figures in the orange-outlined box below.

Éléments visuels clés

  • twin bar charts
  • 37% and 64% growth ellipses
  • orange-outlined TTM box
  • steepest growth in the deck
Page 12
financial chart

Free Cash Flow — TTM

Contenu

Trailing-twelve-month free cash flow of $(7.6) billion, down 142% year over year from $18.2 billion, with the series crossing below zero in the current period. Footnotes define free cash flow as operating cash flow reduced by purchases of property and equipment net of proceeds from sales and incentives, point to the appendix reconciliation, and note that operating cash flow increased 33% year over year.

Structure de la mise en page

Bar chart on an axis running from $(15) to $30 billion so the final negative bar can drop below the zero line; pale blue ellipse for the Y/Y change; an orange-outlined box reading 'Long-Term Goal – Optimize Free Cash Flows'; two numbered footnotes beneath.

Éléments visuels clés

  • bars crossing the zero line
  • negative value labelled below its bar
  • long-term goal box
  • two-line footnote block
Page 13
financial chart

Shares

Contenu

Share count over five quarters: 10,952 million total at Q2 2025 (10,660 million common shares outstanding plus 292 million stock-based awards outstanding) rising to 11,027 million at Q2 2026 (10,783 million plus 244 million).

Structure de la mise en page

Stacked column chart in orange (common shares) and light blue (stock-based awards) with totals set above the first and last columns, component values inside and above the stack, a legend beneath, and an orange-outlined box reading 'Long-Term Goal – Efficiently Managing Dilution'.

Éléments visuels clés

  • stacked columns
  • two-colour legend
  • totals above first and last bars
  • long-term goal box
Page 14
section divider

Appendix

Contenu

Section divider marking the start of the appendix.

Structure de la mise en page

White slide with the amazon wordmark and smile centred in the upper half and the word 'Appendix' in bold beneath it — the same construction as the cover.

Éléments visuels clés

  • centred amazon wordmark
  • single bold word
  • white ground
  • mirrors the cover slide
Page 15
financial table

Free Cash Flow Reconciliation — TTM

Contenu

Table reconciling operating cash flow to free cash flow across five trailing-twelve-month periods: operating cash flow $121.1B, $130.7B, $139.5B, $148.5B and $161.4B; purchases of property and equipment net of proceeds from sales and incentives $(102.9)B, $(115.9)B, $(128.3)B, $(147.3)B and $(169.0)B; free cash flow $18.2B, $14.8B, $11.2B, $1.2B and $(7.6)B.

Structure de la mise en page

Three-row table with underlined period headers across the top, a three-line row label wrapping on the left, rule lines separating the subtotal, and the free cash flow row set in bold with a double underline. No colour and no chart.

Éléments visuels clés

  • underlined column headers
  • bold double-underlined total row
  • negative values in parentheses
  • no colour at all

Questions fréquemment posées

Questions courantes sur cette diapositive et le contenu de présentation sous-jacent.

What do I get when I download this?

The full 15-slide Amazon Q2 2026 financial results conference call deck as both PDF and editable PowerPoint, plus a page-by-page preview. The PPTX keeps the charts and tables as editable objects so you can swap in your own figures.

Is this the official Amazon deck?

Yes. The PDF is the file Amazon published on its investor relations site alongside the Q2 2026 earnings release. The PowerPoint version was converted from that PDF for editing convenience — check any layout you intend to reuse, since conversion is not always pixel-perfect.

Why did net income jump 245% in the quarter?

The deck footnotes it directly on slide 7: Q2 2026 net income includes $53.4 billion of non-operating pre-tax other income, primarily from Amazon's investments in Anthropic. That is a gain on an investment, not operating performance — operating income grew 43% over the same period.

Why is free cash flow negative?

Trailing-twelve-month operating cash flow rose 33% to $161.4 billion, but purchases of property and equipment net of proceeds rose faster, to $169.0 billion — so the difference turned negative at $(7.6) billion. Slide 15 shows the full reconciliation period by period.

How is AWS performing in this deck?

AWS net sales were $42.2 billion for the quarter, up 37% year over year, and operating income was $16.6 billion, up 64%. On a trailing-twelve-month basis that is $148.4 billion of net sales and $54.7 billion of operating income — the steepest growth of the three segments.

Can I use this as a template for my own earnings deck?

That is the most useful thing about it. The structure is reusable as-is: cover, safe harbour, then each headline metric twice (quarterly and trailing twelve months), then one identical layout repeated for each segment, then cash flow and shares, then a reconciliation appendix. Replace the numbers and the story still reads.

What makes the design work?

Restraint. One chart type — orange bars on a white ground — carries almost the whole deck. Each chart labels only its first and last bar, puts the growth rate in a pale blue ellipse instead of a bullet, and reserves an orange-outlined box at the bottom for the one sentence that matters. Nothing competes for attention.

Which periods does the data cover?

Every chart shows five periods, Q2 2025 through Q2 2026, on both a quarterly and a trailing-twelve-month basis. Amazon's fiscal year matches the calendar year, so Q2 2026 is the quarter ended June 30, 2026.

Sources et lectures complémentaires

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