What Amazon's Quarter ended Sep 30, 2026 10-Q says: 3 signals

Amazon filed its latest 10-Q with the SEC on Oct 29, 2026. It discusses capex increase, debt refinancing and international growth.

Public (AMZN)Retail10,000+ employeesamazon.comLinkedIn

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Filed: Oct 29, 2026
Period: Quarter ended Sep 30, 2026
Filings: 3
Signals: 21

Source: Autobound Signal API · 113 signals tracked for Amazon · updated Nov 4, 2026

10-Q · latest 10

What Amazon's 10-Q filings say

10-Q · Quarter ended Sep 30, 2026
Filed Oct 29, 2026 · 3 signals
SEC EDGAR
- Capex increasePositive
  Cash CapEx rises to $75.9 billion in Q3 2026 driven by technology infrastructure
  Cash capital expenditures reached $75.9 billion in Q3 2026 compared to $34.2 billion in Q3 2025, primarily reflecting investments in technology infrastructure to support AWS and fulfillment capacity.
  $75.9B
  cash capital expenditures during Q3 2026
  technology infrastructure
- Debt refinancingPositive
  Amazon executes new $15.0 billion and $5.0 billion credit facilities with Citibank
  On October 27, 2026, Amazon entered into a five-year $15.0 billion revolving credit agreement and a 364-day $5.0 billion revolving credit agreement with Citibank, N.A.
  $15B
  borrowing capacity under 2026 Credit Agreement
  Citibank, N.A.
- International growthPositive
  International net sales increased 5% in Q3 2026 and 13% across nine months
  International segment sales increased 5% to $43.1 billion in Q3 2026 and 13% to $125.1 billion for the nine months ended September 30, 2026, driven by unit sales, third-party sellers, advertising, and subscription services.
  5%
  year-over-year International net sales growth in Q3 2026
10-Q
Filed Jul 30, 2026 · 8 signals
SEC EDGAR
- Regulatory investigationNegative
  Amazon faces multiple antitrust and consumer protection investigations from the FTC and state AGs.
  The company is defending against numerous claims of price fixing, monopolization, and consumer protection violations, as well as open investigations into its store operations, Prime, and AWS cloud services.
  cloud servicesAWS
- Compliance burdenNegative
  Amazon faces increasing compliance costs from new data privacy and "gatekeeper" regulations.
  A growing patchwork of laws for data privacy, security, and localization, along with new regulations targeting large online "gatekeepers," is increasing compliance costs and operational complexity.
  artificial intelligence
- Litigation materialNegative
  Amazon contests a significant tax claim from Indian authorities on AWS cloud services fees.
  The Indian tax authority asserts that taxes apply to cloud services fees paid to Amazon in the U.S., creating a risk of material back-taxes and increased future tax expenses.
  cloud servicesAWS
- Debt refinancingNeutral
  Amazon secured a new Term Loan Agreement on June 8, 2026, signaling a capital infusion.
  The company entered into a new term loan agreement with a syndicate of lenders, indicating a need for capital for operations, investments, or other corporate purposes.
  Citibank N.A.
- Board changeNeutral
  Multiple Amazon directors and senior executives adopt 10b5-1 stock trading plans in May 2026.
  Board members Daniel Huttenlocher and Jonathan Rubinstein, along with CFO Brian Olsavsky and AWS CEO Matthew Garman, established pre-scheduled stock selling plans.
- Legacy modernizationNegative
  Facing new regulations and 'significant costs' for payment authentication systems
  Amazon must implement enhanced authentication processes for payments, which is expected to incur significant costs and potentially harm user experience.
- Product liabilityNegative
  Rising third-party sales are increasing product liability costs via Amazon's A-to-z Guarantee.
  The company's A-to-z Guarantee program, which reimburses customers for certain product liability claims, is becoming more costly as third-party seller sales grow.

Earlier 10-Q filings

10-QFiled Apr 29, 2026 · 10 signalsSEC EDGAR

Showing 10 of 21 filing signals. The Signal API returns all of them.

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Earnings calls

Amazon earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call date	Period	What the company said
Oct 30, 2025	Q3 FY2025	Announces full-year 2025 CapEx of $125B, with further increases planned for 2026.The CFO confirmed a massive capital expenditure budget for the year, primarily for AWS AI/core services and fulfillment, with plans to increase spending next year. This indicates significant budget for infrastructure, hardware, and construction partners.
Oct 30, 2025	Q3 FY2025	Committing over $125B in 2025 CapEx, increasing in 2026, for AI capacity.Amazon is aggressively investing in data center power, custom silicon (Trainium), and partner chips (NVIDIA) to meet massive demand for AI and core cloud services. This represents a huge budget for infrastructure, power, and technology vendors.
Oct 30, 2025	Q3 FY2025	Aggressively investing in AI capacity and custom silicon to meet strong demand.The CEO stated the company will be very aggressive in AI capacity investment, indicating a top-down mandate to spend on AI infrastructure, chips, and data centers. They are also buying 'very significant amounts' of NVIDIA chips.
Oct 30, 2025	Q3 FY2025	Severance costs of $1.8B incurred to flatten organization and increase speed.While a reduction in force, the CEO framed the $1.8B severance cost as a strategic investment to remove layers, increase ownership, and move faster, particularly with the current AI transformation. This signals a willingness to spend significantly to optimize for agility.
Oct 30, 2025	Q3 FY2025	Committing over $4B to expand rural delivery network across the U.S.A significant investment is being made to expand logistics and fulfillment infrastructure into underserved rural areas, creating opportunities for construction, logistics, and local service providers.
Oct 30, 2025	Q3 FY2025	Substantially investing in robotics, with over 1 million robots in fulfillment network.The company is heavily investing in robotics and automation to improve safety, productivity, and speed, signaling demand for hardware, software, and integration services.

Signal API · MCP

Track Amazon with the Signal API

One POST /v1/companies/enrich call with amazon.com returns Amazon 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"amazon.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Amazon 10-Q

When did Amazon file its latest 10-Q?

Amazon filed its latest 10-Q (Quarter ended Sep 30, 2026) on Oct 29, 2026. The one before it was filed on Jul 30, 2026.

What did Amazon disclose in its latest 10-Q?

From the filing dated Oct 29, 2026: Cash CapEx rises to $75.9 billion in Q3 2026 driven by technology infrastructure

What did Amazon say on its recent earnings calls?

Q3 FY2025: Announces full-year 2025 CapEx of $125B, with further increases planned for 2026. (dated Oct 30, 2025).

Where can I read Amazon's 10-Q filing?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1018724/000101872426000040/amzn-20260930.htm. This page summarizes what the filing says and links to it.

Page updated Oct 29, 2026, the date of the newest row on this page.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Nov 4, 2026.

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