Amazon’s second quarter online store net sales grew 15% year over year to about $70.4 billion. The company’s physical store net sales grew more modestly at 4% to reach nearly $5.8 billion, according to a Thursday release.
Amazon Web Services continued to shine with net sales jumping 37% to just over $42 billion. The e-commerce giant’s overall net income, which is inclusive of AWS, increased by a staggering 245% to $62.6 billion.
Another year-over-year change in Amazon’s Q2 release was what it didn’t say about the recent Prime Day event, which ran from June 23 to June 26.
The company’s Q2 release in 2025 described the Prime Day sale — which occurred from July 8 to July 11 during its Q3 timeframe — as its “biggest Prime Day event ever, with customers saving billions of dollars and independent sellers achieving record sales,” per its earnings announcement at the time.
The company last year also issued a post-Prime Day press release one day after the event finished in July of 2025, detailing some of the best-selling products and touting record sales.
Amazon did not put out a similar post-Prime Day press release after the event concluded last month. It also made no mention of how sales fared in its Q2 earnings press release Thursday.
Amazon did not answer Retail Dive’s questions about how sales performed this latest Prime Day or provide context as to the change in its public communications about the event’s outcome.
The company directed Retail Dive to a comment CEO Andy Jassy made during an earnings call with analysts on Thursday.
“We're pleased with the customer response to Prime Day, where customers shop millions of deals, including more than 80% at our lowest price of the year and hundreds of thousands discounted by 40% or more,” Jassy told analysts.
AWS remains the star of the show as growth accelerated due to rising demand for AI, microchips, and tech services, Telsey Advisory Group analysts led by Joe Feldman said in a note shared with Retail Dive on Friday.
“Amazon should continue to gain market share by leveraging its sticky Prime member base, small business relationships, and technological edge,” the Telsey Advisory analysts said. “Amazon's ability to fuel key growth opportunities—grocery, pharmacy, logistics, ads, and AI/tech infrastructure — should make it more valuable. Amazon is capitalizing on and investing in the rapid build-out of AI for long-term revenue and profit.”
Moving up Prime Day to June — falling within the Q2 period instead of Q3 — helped guarantee a larger topline for the quarter, Emarketer principal analyst Sky Canaves said in emailed commentary Thursday.
“Amazon beat expectations while improving margins, offsetting the pressures of the tentpole event and record delivery speeds thanks to a substantial bump in ad revenues from the shift,” Canaves added.
The earlier Prime Day dates this year come at a cost to Amazon’s Q3 outlook, though.
The company’s overall net sales are expected to grow between 9% and 12% compared to last year, according to its Thursday release. However, excluding the impact of Prime Day in both 2025 and 2026, Q3 year-over-year “growth would be nearly 400 basis points higher,” Amazon said.
