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Jun 30, 2020

Amazon Q2 2020 Earnings Report

Amazon's financial performance surged, driven by increased online sales and strong AWS growth.

Key Takeaways

Amazon reported a significant increase in net sales, operating income, and net income for the second quarter of 2020. Net sales increased by 40% to $88.9 billion, and net income doubled to $5.2 billion, or $10.30 per diluted share, compared to the same period last year. The company invested heavily in COVID-19 related initiatives, while also expanding its workforce and investing in capital projects.

Net sales increased by 40% year-over-year to $88.9 billion.

Operating income increased to $5.8 billion, compared to $3.1 billion in the second quarter of 2019.

Net income increased to $5.2 billion, or $10.30 per diluted share.

The company spent over $4 billion on incremental COVID-19-related costs.

Total Revenue
$88.9B
Previous year: $63.4B
+40.2%
EPS
$0.52
Previous year: $0.26
+100.0%
Operating Margin
6.6%

Amazon

Amazon

Amazon Revenue by Segment

Forward Guidance

Amazon anticipates net sales between $87.0 billion and $93.0 billion, representing growth between 24% and 33% compared to the third quarter of 2019. Operating income is expected to be between $2.0 billion and $5.0 billion, compared with $3.2 billion in the third quarter of 2019, which includes over $2.0 billion of costs related to COVID-19.

Positive Outlook

  • Net sales are expected to grow between 24% and 33% compared to Q3 2019.
  • Continued growth in online sales.
  • Expansion of AWS services.
  • Investments in new technologies and infrastructure.
  • Strong customer engagement with Prime services.

Challenges Ahead

  • Anticipates over $2.0 billion of costs related to COVID-19.
  • Unfavorable impact from foreign exchange rates.
  • Uncertainty regarding the duration and scope of the COVID-19 pandemic.
  • Potential impact on consumer demand and spending patterns.
  • Dependence on numerous factors that may not be predictable or controllable.