Amazon

The Japan read

From the company's own filing for Q2 2026 (Apr–Jun) · reported 2026-07-30 · the filing ↗

• JapanAmazon's 2025 annual report (10-K) puts Japan net sales at $30.69bn in 2025, up 12.0% from $27.40bn in 2024 ($26.00bn in 2023). Japan was 4.3% of group sales and the fourth-largest country it names, after the US, Germany and the UK.
• Not disclosedQuarterly filings give no Japan figure: sales are split only into North America, International and AWS. The annual Japan figure counts sales of Japan-focused online and physical stores and, for AWS, the selling entity, the company says.

Other callouts in the filing

• SegmentThe International segment (its internationally focused online stores) grew 14.8% to $42.20bn (15% excluding currency) and earned $1.72bn of operating income, up from $1.49bn. Amazon cites more unit sales, third-party sellers, advertising and subscriptions.
• SegmentNorth America sales rose 16.1% to $116.18bn with operating income of $9.12bn. AWS cloud grew 36.8% to $42.23bn and its operating income rose 63.6% to $16.62bn, more than half the group's operating income.
• One-offNet income was lifted by $53.4bn of pre-tax other income, mainly upward revaluations of its Anthropic preferred stock ($50.5bn in the quarter), the company says.
• OutlookFor July–September 2026 Amazon guides to net sales of $197.0–202.0bn (up 9–12%) and operating income of $22.5–26.5bn, against $17.4bn a year earlier.

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.