First quarter
* Net sales: $155.67 billion, +8.6% y/y, estimate $155.16 billion
** Online stores net sales: $57.41 billion, +5% y/y, estimate
$56.85 billion
** Physical Stores net sales: $5.53 billion, +6.4% y/y, estimate
$5.41 billion
** Third-Party Seller Services net sales: $36.51 billion, +5.5%
y/y, estimate $36.98 billion
** Subscription Services net sales: $11.72 billion, +9.3% y/y,
estimate $11.65 billion
** AWS net sales: $29.27 billion, +17% y/y, estimate $29.36
billion
** North America net sales: $92.89 billion, +7.6% y/y, estimate
$92.63 billion
** International net sales: $33.51 billion, +4.9% y/y, estimate
$33.07 billion
* Third-party seller services net sales excluding F/X: +7% vs.
+16% y/y, estimate +6.92%
* Subscription services net sales excluding F/X: +11% vs. +11%
y/y, estimate +8.86%
* Amazon Web Services net sales excluding F/X: +17% vs. +17% y/y,
estimate +17.2%
* EPS: $1.59 vs. $1.86 q/q, estimate $1.36
* Operating income: $18.41 billion, +20% y/y, estimate $17.51
billion
** Operating margin: 11.8% vs. 10.7% y/y, estimate 11.2%
** North America operating margin: +6.3% vs. +5.8% y/y, estimate
+6.65%
** International operating margin: 3% vs. 2.8% y/y, estimate
2.96%
* Fulfillment expense: $24.59 billion, +10% y/y, estimate $23.78
billion
* Seller unit mix: 61% vs. 61% y/y, estimate 61.8%
Second quarter
* Operating income: $13.0 billion to $17.5 billion, estimate
$17.82 billion
* Net sales: $159.0 billion to $164.0 billion, estimate
$161.42 billion
Source: Bloomberg data
