Amazon Q1 2026 Earnings: AWS and Advertising Drove the Beat, but EPS Quality Was Mixed
Amazon’s Q1 2026 beat was strong on revenue, AWS, and operating income, but EPS was materially helped by Anthropic gains and capex remains the key debate.
Amazon’s Q1 2026 beat was strong on revenue, AWS, and operating income, but EPS was materially helped by Anthropic gains and capex remains the key debate.
Microsoft, Alphabet, Amazon, and Meta showed the market now wants visible AI monetization, cloud acceleration, and operating discipline.
