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Compared to Estimates, Amazon (AMZN) Q3 Earnings: A Look at Key Metrics
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For the quarter ended September 2026, Amazon (AMZN - Free Report) reported revenue of $201.94 billion, up 12.1% over the same period last year. EPS came in at $1.89, compared to $1.95 in the year-ago quarter.
The reported revenue represents a surprise of -0.08% over the Zacks Consensus Estimate of $202.11 billion. With the consensus EPS estimate being $2.01, the EPS surprise was -5.97%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 39% versus the eight-analyst average estimate of 37.7%.
Subscription services - Y/Y Change: 11% versus 9% estimated by six analysts on average.
Advertising services - Y/Y Change: 11% versus 18.1% estimated by six analysts on average.
Online stores - Y/Y Change: 2% versus 3.5% estimated by six analysts on average.
Net Sales- AWS: $45.98 billion versus the 10-analyst average estimate of $45.42 billion. The reported number represents a year-over-year change of +39.3%.
Net Sales- North America: $112.85 billion versus $113.39 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.
Net Sales- International: $43.11 billion versus the eight-analyst average estimate of $43.21 billion. The reported number represents a year-over-year change of +5.4%.
Net Sales- Advertising services: $19.64 billion versus the seven-analyst average estimate of $20.87 billion. The reported number represents a year-over-year change of +10.9%.
Net Sales- Online stores: $68.47 billion versus $69.56 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +1.6% change.
Net Sales- Subscription services: $14.01 billion compared to the $13.69 billion average estimate based on six analysts. The reported number represents a change of +11.4% year over year.
Net Sales- Other: $1.65 billion versus $1.6 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +16.3% change.
Net Sales- Third-party seller services: $46.49 billion versus the six-analyst average estimate of $44.83 billion. The reported number represents a year-over-year change of +9.4%.
Shares of Amazon have returned +2.2% over the past month versus the Zacks S&P 500 composite's +0.9% 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.
View the Zacks #1 Rank List
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Compared to Estimates, Amazon (AMZN) Q3 Earnings: A Look at Key Metrics
For the quarter ended September 2026, Amazon (AMZN - Free Report) reported revenue of $201.94 billion, up 12.1% over the same period last year. EPS came in at $1.89, compared to $1.95 in the year-ago quarter.
The reported revenue represents a surprise of -0.08% over the Zacks Consensus Estimate of $202.11 billion. With the consensus EPS estimate being $2.01, the EPS surprise was -5.97%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 +2.2% over the past month versus the Zacks S&P 500 composite's +0.9% 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.