Short answer
Amazon.com Inc (AMZN) filed an 8-K current report with the SEC on April 9, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.2). Shareholder letter covers Amazon’s year ended December 31, 2025.
Amazon.com Inc 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- Shareholder letter covers Amazon’s year ended December 31, 2025
- Exhibit 99.1 contains management’s annual business update and investor messaging
- Exhibit 99.2 reconciles a non-GAAP measure to its GAAP counterpart
Item EX-99.1 · Exhibit EX-99.2
- 2025 revenue rose 12% to $717B, while operating income increased 17% to $80B
- AWS revenue grew 20% to $129B, with Q4 2025 revenue run rate reaching $142B
- 2026 capex expected near $200B, primarily AI-driven, creating near-term free-cash-flow pressure
- Free cash flow fell to $11B from $38B after property-and-equipment spending increased $50.7B
- AWS AI revenue run rate exceeded $15B in Q1 2026, with capacity constraints limiting potential growth
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