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• Operating income rose to $27.5 billion from $19.2 billion in the prior-year quarter.
• AWS segment sales grew 37% year-over-year to $42.2 billion, with an annualized revenue run rate of $169 billion.
• Net income was $62.6 billion, or $5.75 per diluted share, including $53.4 billion in non-operating pre-tax other income primarily from Anthropic investments.
• Q3 2026 guidance: net sales between $197.0B and $202.0B (9%-12% growth), operating income between $22.5B and $26.5B.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Amazon.com, Inc. closed the sale of $24.923 billion aggregate principal amount of notes across eight tranches on July 9, 2026.
• Estimated net proceeds were approximately $24.867 billion after underwriting discounts and before offering expenses.
• The offering was made under an Underwriting Agreement dated July 7, 2026, with Barclays, Goldman Sachs, J.P. Morgan, and Morgan Stanley as managers.
• The notes were issued under an indenture with Wells Fargo Bank as prior trustee and Computershare Trust Company as successor trustee.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• The notes include C$1.25B of 3.400% notes due 2029, C$2.5B of 3.700% notes due 2031, C$2.0B of 4.000% notes due 2033, C$3.5B of 4.350% notes due 2036, and C$4.75B of 5.000% notes due 2056.
• Estimated net proceeds were approximately C$13.934 billion after underwriting discounts and before offering expenses.
• The offering was made under an Underwriting Agreement dated June 8, 2026, and registered under Amazon's Form S-3 filed on February 6, 2026.
• The notes were issued under an indenture with Wells Fargo Bank as prior trustee and Computershare Trust Company as successor trustee, with an officers' certificate dated June 12, 2026.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• The agreement provides a $17.5 billion senior unsecured delayed draw term loan credit facility.
• Commitments expire on September 30, 2026 unless fully borrowed before that date; loans mature three years after borrowing.
• Borrowings will be used for general corporate purposes; interest is based on Alternate Base Rate or Term SOFR plus margins ranging from 0% to 0.875% depending on credit ratings.
• The facility contains no financial covenants; prepayment is allowed without premium or penalty, but amounts prepaid cannot be reborrowed.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits

• Amazon held its Annual Meeting of Shareholders on May 20, 2026, electing 11 director nominees, each with substantial 'for' votes.
• Advisory vote on executive compensation was approved with 7.39 billion votes for.
• All six shareholder proposals failed, including those on charitable partnerships, data center climate impact, climate commitments, independent board chair, and a worker-oriented AI advisory council.
• The AI advisory council proposal received only 49,093 votes for, the lowest among all proposals.

5.07 Submission of Matters to a Vote of Security Holders

• Operating income rose to $23.9 billion from $18.4 billion year-over-year.
• Net income was $30.3 billion ($2.78 per diluted share), up from $17.1 billion ($1.59 per diluted share).
• AWS segment sales grew 28% to $37.6 billion; operating income was $14.2 billion.
• Q2 2026 guidance: net sales between $194.0B and $199.0B; operating income between $20.0B and $24.0B.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Globalstar stockholders can elect to receive either $90.00 in cash or 0.3210 shares of Amazon common stock (capped at $90.00 per share) per share, subject to a proration mechanism capping cash elections at 40% of total shares.
• The total consideration is subject to a downward adjustment of up to $110 million if Globalstar fails to achieve certain operational milestones.
• Globalstar stockholders holding approximately 58% of combined voting power have approved the transaction by written consent; closing is expected in 2027, subject to regulatory approvals and HIBLEO-4 satellite milestones.
• Amazon also announced an agreement with Apple for Amazon Leo to power satellite services for iPhone and Apple Watch, including Emergency SOS via satellite.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Amazon's 2025 Letter to Shareholders, attached as Exhibit 99.1, discusses non-linear growth and key investment areas including AI, robotics, and rural delivery.
• Amazon Leo, its low Earth orbit satellite network, is scheduled to launch in mid-2026 with customers including Delta Airlines, JetBlue, AT&T, and NASA.
• Same-Day Delivery has grown to over 85 fulfillment centers, delivering more than 500 million same-day units in 2026, and perishables sales have grown over 40 times since early 2025.
• AWS AI revenue run rate exceeded $15 billion in Q1 2026, nearly 260 times larger than AWS's revenue run rate three years after its commercial launch.
• The filing includes a reconciliation of a non-GAAP financial measure (Exhibit 99.2) to the most directly comparable GAAP measure.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits