Amazon.com, Inc. reported worldwide revenue of $200.6 billion for the second quarter of 2026, which represents a 20% increase year-over-year, or a 20% increase excluding the impact of foreign exchange.
Worldwide operating income for the quarter was $27.5 billion. In the segment results, North America revenue was $116.2 billion, up 16% year-over-year, with an operating income of $9.1 billion and an operating margin of 7.9%.
International segment revenue was $42.2 billion, up 15% year-over-year excluding the impact of foreign exchange, with an operating income of $1.7 billion and an operating margin of 4.1%.
The AWS segment reported revenue of $42.2 billion, up 36.7% year-over-year, with AWS operating income reaching $16.6 billion for the quarter.
Cash capital expenditures were $53.1 billion in the second quarter of 2026, primarily relating to AWS and generative AI.Management shared major progress on cloud performance and tech infrastructure, with CEO Andy Jassy noting that AWS is now a "$169 billion annualized revenue run rate business." Jassy also highlighted that Amazon's custom chips business has achieved an annual revenue run rate of over $25 billion, which matches the company's AI revenue run rate of over $25 billion. In physical retail operations, the number of monthly active perishables customers grew over 50% since the start of the year.
For capital planning, the company plans to invest approximately $220 billion in cash capital expenditures in 2026, up from their prior estimate of about $200 billion due to the higher cost of memory.
Additionally, the company stated that Amazon Leo is close to 400 satellites in orbit, which is enough to begin initial satellite internet service this year.
Several new agentic AI products and updates were highlighted, including Bedrock AgentCore, AWS Continuum, and Amazon Quick. In terms of major infrastructure partnerships, Jassy confirmed that Anthropic and OpenAI have made multiyear, multi-gigawatt commitments to Trainium, and that Graviton is used by 98% of the top 1,000 EC2 customers.
Looking forward to the third quarter of 2026, management expects net sales to be between $197 billion and $202 billion, and operating income is expected to be between $22.5 billion and $26.5 billion.