We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Amazon (AMZN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Read MoreHide Full Article
Amazon (AMZN - Free Report) reported $181.52 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 16.6%. EPS of $1.56 for the same period compares to $1.59 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $177.84 billion, representing a surprise of +2.07%. The company delivered an EPS surprise of -2.22%, with the consensus EPS estimate being $1.60.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Amazon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Y/Y net sales growth - AWS: 28% versus the six-analyst average estimate of 26.5%.
Physical stores Y/Y Change: 4% compared to the 5.2% average estimate based on five analysts.
Advertising services Y/Y Change: 22% versus the five-analyst average estimate of 21.8%.
Third-party seller services Y/Y Change: 12% compared to the 11.5% average estimate based on five analysts.
Net Sales- AWS: $37.59 billion versus $36.75 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +28.4% change.
Net Sales- International: $39.79 billion versus the six-analyst average estimate of $38.9 billion. The reported number represents a year-over-year change of +18.7%.
Net Sales- Advertising services: $17.24 billion versus $16.97 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +23.9% change.
Net Sales- North America: $104.14 billion versus the six-analyst average estimate of $101.89 billion. The reported number represents a year-over-year change of +12.1%.
Net Sales- Online stores: $64.25 billion versus $62.77 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +11.9% change.
Net Sales- Subscription services: $13.43 billion compared to the $12.92 billion average estimate based on six analysts. The reported number represents a change of +14.6% year over year.
Net Sales- Physical stores: $5.79 billion versus $5.83 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +4.6% change.
Net Sales- Third-party seller services: $41.58 billion compared to the $40.74 billion average estimate based on six analysts. The reported number represents a change of +13.9% year over year.
Shares of Amazon have returned +24.7% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Amazon (AMZN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Amazon (AMZN - Free Report) reported $181.52 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 16.6%. EPS of $1.56 for the same period compares to $1.59 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $177.84 billion, representing a surprise of +2.07%. The company delivered an EPS surprise of -2.22%, with the consensus EPS estimate being $1.60.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Amazon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Amazon here>>>
Shares of Amazon have returned +24.7% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.