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What changed in AMZN's 10-Q
Source: 10-Q filed 2026-07-31 · compared against 10-Q 2026-04-30. Every passage below is quoted verbatim from the filing itself.
Commitments
This filing
In Q2 2026, AWS and Anthropic announced an expansion of the strategic collaboration and existing multi-year commitment by more than $100.0 billion over 10.0 years
Taxes
This filing
included $15.9 billion of net discrete tax expense primarily attributable to the upward adjustments to our investments in Anthropic
Derivatives
This filing
resulted in net unrealized gains of $551 million in Q2 2026
Hedging
This filing
we have designated $20.7 billion of our Euro- and Canadian Dollar-denominated Notes as net investment hedges
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 2 further changes without a quotable passage — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.