NASDAQ$AMZN

Amazon.com Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Amazon's Q2 2024 results saw a significant increase in net sales and operating income, driven by strong performance across all segments.

Amazon's second quarter 2024 results show a strong performance with net sales increasing by 10% to $148.0 billion and operating income increasing to $14.7 billion. Net income also saw a substantial increase to $13.5 billion, or $1.26 per diluted share.

  • Net sales increased by 10% to $148.0 billion.
  • Operating income increased to $14.7 billion.
  • Net income increased to $13.5 billion, or $1.26 per diluted share.
  • AWS segment sales increased 19% year-over-year to $26.3 billion.

Headline financials

Total Revenue

$148B

Previous: $134B+10.1%
EPS

$1.26

Previous: $0.63+100.0%
Operating margin

9.9%

No prior period
AWS operating margin

35.5%

No prior period
Capital Expenditures

-$17.6B

No prior period
Free Cash Flow

$13.5B

Previous: $6.75B+99.8%
Net Income

$13.5B

Previous: $6.75B+99.8%
Operating Income

$14.7B

Previous: $7.68B+91.0%
Gross Profit

$74.2B

Previous: $65B+14.1%
Cash & Equivalents

$71.2B

Previous: $49.5B+43.7%
Total Assets

$555B

Previous: $478B+16.2%
R&D Expense

$22.3B

No prior period

Revenue & EPS history

Amazon · Revenue · Quarterly

$148B

Q2 2024+10.1%vs Q2 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Amazon · $182B total across 3 segments · Q1 2026

  • North America
    $104B
  • International
    $39.8B
  • AWS
    $37.6B

Forward guidance

Amazon anticipates net sales between $154.0 billion and $158.5 billion, representing growth between 8% and 11% compared to the third quarter of 2023. The company expects operating income to be between $11.5 billion and $15.0 billion, compared to $11.2 billion in the third quarter of 2023.

Tailwinds

  • Net sales are expected to grow between 8% and 11% compared with third quarter 2023.
  • Operating income is expected to be between $11.5 billion and $15.0 billion.
  • Continued progress on various dimensions.
  • Reacceleration in AWS growth.
  • Customers' top choice for cloud services.

Headwinds

  • Guidance anticipates an unfavorable impact of approximately 90 basis points from foreign exchange rates.
  • Results are inherently unpredictable.
  • Materially affected by fluctuations in foreign exchange rates.
  • Changes in global economic and geopolitical conditions and customer demand and spending.
  • Impact of recessionary fears, inflation, interest rates, regional labor market constraints, world events.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.7%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+0.5%

Avg return

30 days after

47%

31 / 66 earnings

Positive

+18.4%

Q1 2012

Best reaction

-10.6%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%+4.0%+2.9%
Q4 2025-5.6%-8.4%-4.3%
Q3 2025+1.9%+12.3%+4.6%
Q2 2025-6.2%-5.0%-2.2%
Q1 2025-0.2%-0.8%+7.8%
Q4 2024-4.1%-4.1%-16.6%
Q3 2024+2.7%+3.5%+7.9%
Q2 2024-10.2%-13.4%-4.5%
Q1 2024-1.1%+2.9%-0.9%
Q4 2023+10.7%+9.0%+14.8%
Q3 2023+5.2%+9.6%+20.9%
Q2 2023+8.9%+9.1%+7.7%
Q1 2023+0.4%-1.3%+14.4%
Q4 2022-1.7%-2.9%-9.7%
Q3 2022-10.6%-16.3%-19.2%
Q2 2022+11.6%+10.9%+8.1%
Q1 2022-10.1%-10.1%-16.7%
Q4 2021+4.7%+7.2%-3.3%
Q3 2021-0.6%-2.4%+3.3%
Q2 2021-8.3%-7.3%-7.7%
Q1 2021+0.3%-4.2%-6.8%
Q4 2020-0.9%+0.3%-10.9%
Q3 2020-4.0%-3.6%+1.0%
Q2 2020+4.3%+3.5%+12.1%
Q1 2020-3.7%-2.3%+2.9%
Q4 2019+8.1%+10.3%+1.4%
Q3 2019-0.0%+0.0%-0.9%
Q2 2019-2.9%-5.1%-12.6%
Q1 2019+2.6%+1.3%-4.1%
Q4 2018-2.6%-0.7%+0.1%
Q3 2018-1.3%-8.0%-9.7%
Q2 2018-2.5%-4.6%+2.2%
Q1 2018+7.7%+8.4%+10.3%
Q4 2017-1.4%-0.6%+3.4%
Q3 2017+13.2%+13.6%+21.9%
Q2 2017-3.1%-5.4%-10.2%
Q1 2017+1.7%+4.1%+9.5%
Q4 2016-2.7%-2.4%+2.1%
Q3 2016-5.6%-4.5%-5.1%
Q2 2016+3.0%+3.2%+4.4%
Q1 2016+8.7%
Q4 2015+0.6%
Q3 2015+7.8%
Q2 2015+8.4%
Q1 2015+14.2%
Q4 2014+16.6%
Q3 2014-8.3%
Q2 2014-9.5%
Q1 2014-6.4%
Q4 2013-6.7%
Q3 2013+11.2%
Q2 2013+4.3%
Q1 2013-5.2%
Q4 2012-1.2%
Q3 2012+4.3%
Q2 2012+9.4%
Q1 2012+18.4%
Q4 2011-6.5%
Q3 2011-9.0%
Q2 2011+4.6%
Q1 2011+6.9%
Q4 2010-8.0%
Q3 2010+2.4%
Q2 2010-1.3%
Q1 2010-1.9%
Q2 2009-10.2%

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