Every material Form 8-K Amazon has filed with the SEC since November 20, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Amazon.com, Inc. announced its third quarter 2026 results, reporting net sales of $201.9 billion and operating income of $28.1 billion. Net income decreased to $20.7 billion, or $1.89 per diluted share, compared with $21.2 billion in the third quarter of 2025. For the fourth quarter of 2026, the company expects net sales between $240.0 billion and $247.0 billion.
Third quarter net sales increased 12% year-over-year to $201.9 billion.
AWS net sales grew 39% year-over-year to $46.0 billion.
Operating income rose to $28.1 billion, compared with $17.4 billion in the third quarter of 2025.
Fourth quarter 2026 net sales are projected to be between $240.0 billion and $247.0 billion.
On September 14, 2026, Amazon closed the sale of four series of notes with a total public offering price of £4.242 billion and estimated net proceeds of about £4.235 billion before offering expenses. The notes carry coupons from 5.200% to 6.650% and mature between 2029 and 2045, so the filing shows new long-term debt that Amazon will need to repay and service.
Four series: 5.200% notes due 2029 (£1.25 billion), 5.550% due 2032 (£1 billion), 6.250% due 2038 (£1 billion), 6.650% due 2045 (£1 billion)
Aggregate public offering price of £4.242 billion; estimated net proceeds of about £4.235 billion before offering expenses
Sold under an Underwriting Agreement dated September 9, 2026, and registered on a Form S-3 filed February 6, 2026
Amazon's board elected cybersecurity executive Kevin R. Mandia as a director on September 8, 2026, and appointed him to the Audit Committee and Security Committee. He receives a restricted stock unit award for 4,086 shares that vests in three equal annual installments starting November 15, 2027, if he continues to serve. The change adds a director with cybersecurity leadership experience to oversight of audit and security matters.
Elected as director on September 8, 2026, and appointed to the Audit Committee and Security Committee
Restricted stock unit award for 4,086 shares, vesting in three equal annual installments beginning November 15, 2027
Mr. Mandia previously served as CEO of Mandiant, Inc. from June 2016 to July 2024 and is CEO of Armadin, Inc.
Filing also discloses that an employee, Kristin Mandia, is his sister-in-law, with an annual salary of $185,000
Amazon reported second quarter 2026 net sales of $200.6 billion, up 20% from a year earlier, and operating income of $27.5 billion, up 43%. Net income was $62.6 billion, or $5.75 per diluted share, helped by $53.4 billion of non-operating other income, primarily from its Anthropic investments, while trailing twelve-month free cash flow turned to an outflow of $7.6 billion as investment in artificial intelligence rose.
Q2 2026 net sales were $200.6 billion, up 20% from $167.7 billion in Q2 2025; AWS segment sales rose 37% to $42.2 billion.
Operating income was $27.5 billion versus $19.2 billion in Q2 2025; AWS operating income was $16.6 billion versus $10.2 billion.
Net income was $62.6 billion, or $5.75 per diluted share, versus $1.68 a year earlier, including $53.4 billion of non-operating other income.
Third quarter 2026 guidance calls for net sales of $197.0 billion to $202.0 billion and operating income of $22.5 billion to $26.5 billion, compared with $17.4 billion in Q3 2025.
On July 9, 2026, Amazon closed the sale of eight series of notes with an aggregate public offering price of $24.923 billion and estimated net proceeds of about $24.867 billion before offering expenses. The notes were sold under a Form S-3 registration statement filed February 6, 2026, and issued under an existing indenture, so the company now carries this additional debt. The filing does not state how the proceeds will be used.
Eight series range from $750 million of floating rate notes due 2029 to $2.25 billion of 6.250% notes due 2066.
The largest series was $4.5 billion of 5.300% notes due 2036.
Underwriting agreement dated July 7, 2026, with Barclays Capital, Goldman Sachs, J.P. Morgan and Morgan Stanley as managers.
Estimated net proceeds were approximately $24.867 billion, before offering expenses.
On June 12, 2026, Amazon.com closed the sale of five series of Canadian dollar notes maturing from 2029 to 2056, under an underwriting agreement dated June 8, 2026. The aggregate public offering price was C$13.967 billion, with estimated net proceeds of about C$13.934 billion before offering expenses. The filing describes a debt financing and does not state how the company plans to use the proceeds.
Aggregate public offering price of the notes was C$13.967 billion; estimated net proceeds were about C$13.934 billion.
Five series: 3.400% notes due 2029 (C$1.25 billion), 3.700% due 2031 (C$2.5 billion), 4.000% due 2033 (C$2 billion), 4.350% due 2036 (C$3.5 billion), and 5.000% due 2056 (C$4.75 billion).
Notes were sold under a shelf registration on Form S-3 filed February 6, 2026, with Wells Fargo Bank as prior trustee and Computershare as successor trustee.
On June 8, 2026, Amazon entered a $17.5 billion senior unsecured delayed draw term loan credit facility with Citibank N.A. as administrative agent. The facility's commitments expire September 30, 2026 unless fully borrowed, and borrowings will fund general corporate purposes, which adds committed debt capacity for the company.
Facility size: $17.5 billion senior unsecured delayed draw term loan
Commitments expire September 30, 2026 unless fully borrowed before that date
Term SOFR loans priced at a margin of 0.625% to 0.875%, based on Amazon's credit ratings
Loans mature three years after each borrowing date; no financial covenants and prepayment without premium
Amazon reported first quarter 2026 net sales of $181.5 billion, up 17% from a year earlier, and operating income of $23.9 billion, up from $18.4 billion. Net income of $30.3 billion, or $2.78 per diluted share, included $16.8 billion in pre-tax gains from its Anthropic investments, and trailing twelve-month free cash flow fell to $1.2 billion from $25.9 billion as spending on property and equipment rose.
Net sales rose 17% to $181.5 billion; AWS segment sales rose 28% to $37.6 billion.
Operating income was $23.9 billion versus $18.4 billion a year earlier; AWS operating income was $14.2 billion.
Diluted earnings per share were $2.78 versus $1.59, including $16.8 billion in pre-tax gains from Anthropic investments.
Second quarter 2026 guidance: net sales of $194.0 billion to $199.0 billion and operating income of $20.0 billion to $24.0 billion.
Amazon.com and Globalstar signed a definitive merger agreement under which Amazon will acquire Globalstar, adding direct-to-device satellite services to Amazon Leo. The deal is subject to closing conditions including regulatory approvals, and the filing says it is expected to close in 2027, so shareholders face a multi-year transaction with terms that depend on stock prices and milestones.
Globalstar holders can elect $90.00 in cash or 0.3210 Amazon shares per share, with the stock value capped at $90.00
Cash elections are capped at 40% of Globalstar shares, with excess cash converted to stock on a pro rata basis
Total consideration may be reduced by up to $110 million if Globalstar misses certain operational milestones
Holders of about 58% of Globalstar's voting power approved the deal by written consent; Amazon also signed a satellite services agreement with Apple
Amazon's 2025 Letter to Shareholders, filed with an 8-K, reports revenue of $717 billion, up 12% from $638 billion, and operating income of $80 billion, up 17% from $69 billion. Free cash flow fell to $11 billion from $38 billion, mainly due to a $50.7 billion year-over-year increase in net purchases of property and equipment tied to AI investment.
Revenue rose 12% year over year, from $638 billion to $717 billion.
Free cash flow decreased from $38 billion to $11 billion, driven by a $50.7 billion increase in net purchases of property and equipment.
AWS revenue increased 20%, from $108 billion to $129 billion.
On March 16, 2026, Amazon closed the sale of eight series of euro-denominated notes with maturities from 2028 to 2064. The aggregate public offering price was €14.473 billion, with estimated net proceeds of about €14.447 billion before offering expenses. The filing adds to Amazon's debt but does not state how the proceeds will be used.
Aggregate public offering price of €14.473 billion; estimated net proceeds of about €14.447 billion before offering expenses.
Eight series sold, including floating rate notes due 2028 (€1.75 billion) and 4.850% notes due 2064 (€1.25 billion).
Sold under an underwriting agreement dated March 11, 2026, registered on a Form S-3 filed February 6, 2026.
Issued under a 2012 indenture; Computershare Trust Company is successor trustee to Wells Fargo Bank.
Amazon.com closed on March 13, 2026 the sale of 11 series of notes with an aggregate public offering price of $36.898 billion and estimated net proceeds of about $36.813 billion before offering expenses. The notes were sold under an underwriting agreement dated March 10, 2026 and registered under a Form S-3 filed February 6, 2026. The filing describes the debt sale but does not state how the proceeds will be used.
Aggregate public offering price of $36.898 billion; estimated net proceeds of about $36.813 billion before offering expenses
Eleven series, from floating rate notes due 2028 to 6.050% notes due 2076; largest single series is $6 billion of 4.875% notes due 2036
Underwriting agreement dated March 10, 2026 with J.P. Morgan Securities, Citigroup, Goldman Sachs and HSBC as managers
Amazon disclosed a letter agreement under which an Amazon subsidiary will buy $35.0 billion of OpenAI Series C Preferred Stock, with Amazon.com, Inc. guaranteeing the obligation. The filing also describes a separate $15.0 billion investment due March 31, 2026, and a commercial arrangement covering AWS cloud services for OpenAI.
Commitment amount of $35.0 billion, with purchase due upon OpenAI milestones or a U.S. public listing, and termination if not invested by December 31, 2028
Separate $15.0 billion investment in OpenAI's current funding round, due March 31, 2026, subject to closing conditions
OpenAI to consume approximately 2 gigawatts of Trainium capacity through AWS, with the expanded agreement worth $100 billion over 8 years
Amazon reported fourth quarter 2025 net sales up 14% to $213.4 billion, operating income of $25.0 billion, and diluted earnings per share of $1.95, all higher than a year earlier. Results include $2.4 billion of special charges, and first quarter 2026 operating income guidance of $16.5 billion to $21.5 billion includes about $1 billion of higher Amazon Leo costs. For shareholders, the profit gains come alongside a sharp drop in trailing twelve-month free cash flow to $11.2 billion, as the company expects about $200 billion of capital expenditures in 2026.
Net income $21.2 billion, or $1.95 per diluted share, versus $1.86 in fourth quarter 2024.
Fourth quarter operating income included $2.4 billion in special charges; excluding them, operating income would have been $27.4 billion.
First quarter 2026 guidance: net sales $173.5 billion to $178.5 billion; operating income $16.5 billion to $21.5 billion, compared with $18.4 billion in first quarter 2025.
Trailing twelve-month free cash flow fell to $11.2 billion from $38.2 billion, driven by a $50.7 billion year-over-year increase in property and equipment purchases.
Amazon.com closed the sale of six series of senior notes with a total public offering price of $14.961 billion, with estimated net proceeds of about $14.926 billion before offering expenses. The notes were sold under an underwriting agreement dated November 17, 2025, and registered under a Form S-3 filed in February 2023, so the filing shows new debt being added to the company's balance sheet rather than a change in operations.
Six series: $2.5 billion of 3.900% notes due 2028, $2.5 billion of 4.100% notes due 2030, $1.5 billion of 4.350% notes due 2033, $3.5 billion of 4.650% notes due 2035, $3.0 billion of 5.450% notes due 2055, and $2.0 billion of 5.550% notes
Public offering price of $14.961 billion; estimated net proceeds of approximately $14.926 billion before offering expenses
Underwriters named as managers: Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, and Morgan Stanley & Co. LLC
Notes issued under a November 20, 2025 officers' certificate and a 2012 indenture with Wells Fargo as prior trustee, later succeeded by Computershare
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Amazon filing is on SEC EDGAR ↗. 8-K briefs of other companies →