Stocks
Amazon's AWS Reigns Supreme Amid MercadoLibre's Margin Compressions
Amazon and MercadoLibre recently released their Q2 2026 results, showcasing two vastly different strategies for e-commerce dominance.
Amazon delivered a whopping $200.6 billion in revenue, up 19.62%, with AWS leading the charge at $42.2 billion and a 39.4% operating margin.
AWS is growing faster than ever before, and Amazon's AI and Chips businesses have both cleared a $25 billion run rate.
MercadoLibre, on the other hand, grew revenue 49.76% to $10.17 billion, but its operating income fell 17.21%, compressing its operating margin by 550 basis points to 6.7%.