Amazon — Q1 2026 10-Q Quarterly Report Filed
Original: Quarterly Report (10-Q) — 2026-03-31
Summary
Amazon filed its Q1 2026 10-Q covering the period ending 2026-03-31, which will detail AWS revenue growth, operating margin trajectory, and capex run-rate — all key reads for hyperscaler AI spend cycles that drive KR/TW memory and US semi demand. Full filing body not analyzed; description inferred from form + item codes. PMs should track AWS growth deceleration/reacceleration and capex guidance for read-throughs to NVDA, Samsung HBM, SK Hynix, and TSMC CoWoS.
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