•
Mar 31, 2022

Amazon Q1 2022 Earnings Report

Amazon's first quarter results reflected the impact of the pandemic and the war in Ukraine, with AWS demonstrating strong growth and the Consumer business focusing on productivity improvements.

Key Takeaways

Amazon's first quarter 2022 results showed a net sales increase of 7% to $116.4 billion, but a net loss of $3.8 billion, or $7.56 per diluted share, primarily due to a pre-tax valuation loss of $7.6 billion from its investment in Rivian Automotive, Inc. Operating income decreased to $3.7 billion.

Net sales increased 7% to $116.4 billion, or 9% excluding the unfavorable impact from foreign exchange rates.

Operating income decreased to $3.7 billion, compared to $8.9 billion in the first quarter of 2021.

Net loss was $3.8 billion, or $7.56 per diluted share, compared with net income of $8.1 billion, or $15.79 per diluted share, in first quarter 2021, including a $7.6 billion pre-tax valuation loss from the investment in Rivian Automotive, Inc.

AWS grew 37% year-over-year, demonstrating its integral role in helping companies move workloads to the cloud.

Total Revenue
$116B
Previous year: $109B
+7.3%
EPS
$0.37
Previous year: $0.79
-53.2%
Operating Margin
3.2%
Previous year: 8.2%
-61.0%
Cash and Equivalents
$36.4B
Total Assets
$411B

Amazon

Amazon

Amazon Revenue by Segment

Forward Guidance

Amazon provided the following forward-looking guidance for the second quarter of 2022:

Positive Outlook

  • Net sales are expected to be between $116.0 billion and $121.0 billion, representing growth between 3% and 7% compared with the second quarter of 2021.
  • Prime Day is assumed to occur in the third quarter of 2022, potentially boosting sales in that period.
  • The company continues to invest in new business opportunities, indicating potential for future growth.
  • Guidance anticipates an unfavorable impact of approximately 200 basis points from foreign exchange rates, suggesting underlying business strength.
  • No additional business acquisitions, restructurings, or legal settlements are assumed, providing a stable outlook.

Challenges Ahead

  • Operating income (loss) is expected to be between $(1.0) billion and $3.0 billion, compared with $7.7 billion in the second quarter of 2021, indicating a potential decline in profitability.
  • The guidance is subject to substantial uncertainty, including the impacts of the COVID-19 pandemic, fluctuations in foreign exchange rates, and changes in global economic conditions.
  • Inflation, labor market constraints, and global supply chain constraints may materially affect results.
  • The amount Amazon.com invests in new business opportunities and the timing of those investments could impact future financial performance.
  • Competition and potential fluctuations in operating results pose risks to achieving the guided outcomes.