amazon delivered a strong first-quarter performance for 2026, significantly surpassing Wall Street expectations and reinforcing its position as a leading global technology platform. The company reported revenue of $181.5 billion, up 17% year-over-year, with adjusted earnings per share (EPS) reaching $2.78, well above the consensus estimate of $1.65.

아마존, 2026년 1분기 ‘초과 실적’ 기록…클라우드·광고·AI 3대 축 본격화
2026년 1분기 아마존, 시장 기대치를 크게 상회하는 실적을 기록. 매출 1,815억 달러로 전년 대비 17% 증가했으며, 주당순이익(EPS)은 2.78달러로 예상치 크게 상회. 콘텐츠 및 IP 영역에서도 확장 흐름

A key driver of this performance was Amazon Web Services (AWS), which posted revenue of $37.6 billion, marking a 28% increase from the same period last year. This represents AWS’s fastest growth rate in 15 quarters, fueled by rising enterprise demand for cloud computing and accelerated adoption of AI infrastructure.