Vandita Jadeja
Thu, March 26, 2026 astatine 11:06 AM CDT 5 min read
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Amazon (AMZN) generated $213.39B successful Q4 gross (+13.6% YoY) with AWS accelerating to $35.58B gross and 24% maturation (fastest successful 13 quarters) portion advertizing added $21.32B (+23%), but the institution volition walk $200B successful 2026 connected AI infrastructure, customized chips, and satellites.
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Walmart (WMT) posted $190.66B successful gross (+5.6% YoY) with U.S. eCommerce surging 27% to correspond 23% of nett sales, store-fulfilled expedited transportation exceeding 50% maturation and reaching 95% of households successful nether 3 hours, escaped currency travel climbing 17.9% to $14.92B, and a caller $30B stock repurchase authorization.
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Amazon is sacrificing near-term currency travel to predominate AI infrastructure portion Walmart is converting its carnal store web into a logistics vantage and returning currency to shareholders done dividends and buybacks.
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Amazon's header fig looked clean: $213.39 cardinal successful revenue, up 13.6% twelvemonth implicit year, with operating income rising 17.8% to $24.98 billion. The existent communicative sat wrong Amazon Web Services (AWS), which posted $35.58 cardinal successful revenue, increasing 24%, its fastest gait successful 13 quarters. Advertising added $21.32 billion, up 23%. Cloud and ads are wherever the borderline lives.
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CEO Andy Jassy framed the 4th with diagnostic ambition: "AWS increasing 24% (our fastest maturation successful 13 quarters), Advertising increasing 22%, Stores increasing briskly crossed North America and International, our chips concern increasing triple digit percentages year-over-year — this maturation is happening due to the fact that we're continuing to innovate astatine a accelerated rate, and place and sound down lawsuit problems."
Walmart's 4th was amazingly strong. Revenue reached $190.66 billion, up 5.6%, beating estimates by 3.59%. eCommerce grew 27% successful the U.S. and present represents 23% of Walmart U.S. nett sales, a record. Store-fulfilled expedited transportation grew much than 50%, reaching 95% of U.S. households successful nether 3 hours. Walmart is turning its 4,600-plus store footprint into a logistics network, and it's working.

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