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Amazon Q2 2026 Earnings Presentation

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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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Szybka Nawigacja

Tagi

Amazon
AMZN
Earnings presentation
Q2 2026
Quarterly results

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Opis

Główny Temat

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.

Kluczowe Korzyści

  • 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

Grupa Docelowa

  • 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

Przypadki Użycia

  • 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

Unikalne Propozycje Wartości

  • 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

Strony Slajdów (15)

Szczegółowy widok każdej strony slajdu, w tym układu, kluczowej treści i elementów wizualnych.

Strona 1
title slide

Q2 2026 Financial Results Conference Call Slides

Treść

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

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Forward-Looking Statements

Treść

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.

Struktura Układu

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

Kluczowe Elementy Wizualne

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

Net Sales

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Net Sales — TTM

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Operating Income

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Operating Income — TTM

Treść

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

Struktura Układu

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

Kluczowe Elementy Wizualne

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

Net Income

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Net Income — TTM

Treść

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

Struktura Układu

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

Kluczowe Elementy Wizualne

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

Segment Results — North America

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Segment Results — International

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Segment Results — AWS

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Free Cash Flow — TTM

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Shares

Treść

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).

Struktura Układu

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'.

Kluczowe Elementy Wizualne

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

Appendix

Treść

Section divider marking the start of the appendix.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Free Cash Flow Reconciliation — TTM

Treść

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.

Struktura Układu

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.

Kluczowe Elementy Wizualne

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

Często Zadawane Pytania

Częste pytania dotyczące tego slajdu i podstawowej treści prezentacji.

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.

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