Story file

Amazon quarterly earnings reporting cycle

The developments in this story so far, most recent first.

  1. · Development

    Amazon on deck to report earnings after the bell with cloud, capex in focus

    No separate article for this desk or language yet.

  2. · Development

    Amazon stock may swing 6.4% on July 30 earnings report

    No separate article for this desk or language yet.

  3. · date approximate · Background

    Amazon announced job cuts in its artificial general intelligence unit.

    In late July, Amazon announced job cuts specifically within its artificial general intelligence unit.

  4. · date approximate · Background

    Amazon sold $25 billion worth of bonds to fund AI infrastructure.

    In early July 2026, Amazon sold $25 billion worth of bonds to fund artificial intelligence infrastructure, as reported by financial sources. The bond issuance was part of a broader capital expenditure push, with Amazon projecting 2026 capital expenditure at $200 billion.

    The company's AI spending had been accelerating: first-quarter 2025 capital expenditure reached $44.2 billion, up 77% from a year earlier, and second-quarter 2025 was expected to be $49.3 billion. For the full year 2025, Amazon's capital expenditure totaled $131 billion.

    Morgan Stanley analysts estimated Amazon's capital expenditure could reach $218 billion in 2026 and $318 billion by 2028. Amazon's AI investments were driven by CEO Andy Jassy's view that "AI will reinvent every customer experience" and that it was a "once-in-a-lifetime opportunity."

  5. · date approximate · Background

    Amazon's Prime Day event in 2025 was held from June 23 to June 26.

    Amazon held its Prime Day event in 2025 from June 23 to June 26, moving it from its typical July time frame because of the World Cup and America’s 250th anniversary, according to reports.

    U.S. online spending across all retailers during Prime Day grew about 9.3% year over year to $26.4 billion, according to Adobe. KeyBanc analysts reported that Prime Week spending rose 41.7%, compared with 50.5% the previous year.

    Mizuho analysts noted that the timing shift of Prime Day could lead to a slowdown in Amazon’s North America retail sales growth in the third quarter before reacceleration in the fourth quarter.

  6. · date approximate · Background

    Amazon's first-quarter 2025 capital expenditure reached $44.2 billion.

    Amazon’s first-quarter 2025 capital expenditure reached $44.2 billion, a 77% increase compared to the same period a year earlier, according to a report. The spending surge reflects Amazon’s heavy investment in artificial intelligence infrastructure and data centers.

    The Q1 figure is part of a broader upward trend: Amazon’s total capital expenditure for the full year 2025 was $131 billion, and the company has projected its 2026 capital expenditure at $200 billion. Analysts at Morgan Stanley expect the figure to reach $218 billion in 2026 and $318 billion by 2028, highlighting the scale of Amazon’s commitment to AI and cloud computing.

    The spending has been supported by bond issuance; in early July 2025, Amazon sold $25 billion in bonds to fund AI infrastructure. CEO Andy Jassy has called AI a “once-in-a-lifetime opportunity,” stating that the technology will reinvent every customer experience and enable new capabilities.