Amazon.com: Tracking Recent Financial Scale
Amazon.com (AMZN +1.00%) primarily earns revenue by selling consumer goods online and providing cloud computing services to enterprise clients.
While entering a commercial agreement with NVIDIA to acquire two million additional graphics processing units, it reported a 14% operating margin for the quarter ended June 30, 2026.
Uber Technologies: Monitoring Digital Network Expansion
Uber Technologies (UBER -0.52%) generates revenue by connecting consumers with independent transport providers for ride-hailing and local delivery services.
It announced a business combination agreement to acquire Delivery Hero SE, and it posted a 15% operating margin for the quarter ended June 30, 2026.
AMZN & UBER: Performance Comparison
Key Financial Metrics
Why Revenue Matters for Investors in This Comparison
Revenue helps everyday investors systematically measure whether an organization is successfully growing its core sales volumes over time before subtracting various costs. It serves as a fundamental baseline measure of overall consumer demand and business growth.
Comparing Quarterly Revenue for Amazon and Uber
| Calendar quarter | Amazon.com Revenue | Uber Technologies Revenue |
|---|---|---|
| Q3 2024 | $158.9 billion (quarter ended Sept. 30, 2024) | $11.2 billion (quarter ended Sept. 30, 2024) |
| Q4 2024 | $187.8 billion (quarter ended Dec. 31, 2024) | $12.0 billion (quarter ended Dec. 31, 2024) |
| Q1 2025 | $155.7 billion (quarter ended March 31, 2025) | $11.5 billion (quarter ended March 31, 2025) |
| Q2 2025 | $167.7 billion (quarter ended June 30, 2025) | $12.7 billion (quarter ended June 30, 2025) |
| Q3 2025 | $180.2 billion (quarter ended Sept. 30, 2025) | $13.5 billion (quarter ended Sept. 30, 2025) |
| Q4 2025 | $213.4 billion (quarter ended Dec. 31, 2025) | $14.4 billion (quarter ended Dec. 31, 2025) |
| Q1 2026 | $181.5 billion (quarter ended March 31, 2026) | $13.2 billion (quarter ended March 31, 2026) |
| Q2 2026 | $200.6 billion (quarter ended June 30, 2026) | $14.2 billion (quarter ended June 30, 2026) |
Data source: Company filings. Data as of Sept. 11, 2026.
Foolish Take
Amazon demonstrates sales spikes in the fourth quarter, when it receives a boost from the holiday shopping season. How this pattern changes over time is worth observing as the e-commerce giant increasingly capitalizes on the artificial intelligence boom. Its Amazon Web Services (AWS) division, under which its AI offerings fall, delivered 37% year-over-year sales growth to $42.2 billion in the second quarter, its fastest growth in 18 quarters in a sign the company's AI solutions are gaining traction.
Amazon is on a mission to make AI accessible to a broad range of businesses, just as AWS did for cloud computing. It has provided an AI shopping assistant for retailers to adopt, and is using its AI for a budding autonomous vehicle (AV) company called Zoox.
Amazon partnered with Uber in a multi-year deal to bring Zoox into Uber's ecosystem, starting with Las Vegas this year and Los Angeles in 2027. For its long-term business growth, Uber has made similar deals with other AV enterprises.
However, Uber's partnership with prominent AV company Waymo, owned by Google parent Alphabet, appears to be ending. Their pilot in Phoenix ended this year with additional cities coming off Uber's app in the future. This shouldn't be a big drag on sales given Waymo's limited involvement in Uber's ecosystem.
