Amazon grows Q4 2025 sales via AWS, AI and same-day delivery

Amazon notched double-digit gross sales in its fiscal This fall 2025 because it introduced Amazon Internet Companies (AWS) agreements with a wide range of know-how firms.

On an earnings name with traders, CEO Andy Jassy additionally famous agreements with OpenAI, Perplexity, Adobe, Salesforce and Accenture. He additionally famous agreements with the U.S. Air Drive, BlackRock, the NBA, DoorDash and Visa, amongst others.

“Extra of the highest 500 U.S. startups use AWS as their main cloud supplier than the following two suppliers mixed,” Jassy claimed. He didn’t establish his standards for outlining the most important start-ups nor observe particular rivals.

Amazon ranks No. 1 in Digital Commerce 360’s Top 2000 Database. The database is how Digital Commerce 360 tracks the most important North American on-line retailers by their annual ecommerce gross sales.

Amazon can also be No. 3 in Digital Commerce 360’s Global Online Marketplaces Database. That database ranks the 100 largest such marketplaces by third-party gross merchandise worth (GMV).

AWS and AI upgrades at Amazon

Jassy stated Amazon’s synthetic intelligence (AI) suite is drawing in AWS prospects. Nevertheless, he stated an trade problem to implementing extra AI know-how is price.

“I’ve stated this many occasions, but when we wish AI for use as expansively as firms need, now we have to make the price of inference decrease,” Jassy stated. “A major obstacle right now is the price of AI chips. Prospects are ravenous for higher value efficiency. And sometimes, and understandably, the dominant early leaders aren’t in a rush to make that occur.”

He cited that context as cause for Amazon constructing its personal customized silicon and Trainium processing chips. However the chips aren’t the endpoint, in keeping with Jassy.

“Trying forward, the first manner firms will get worth from AI is with brokers, some their very own, some from others,” Jassy advised traders.

Jassy stated Amazon’s agentic AI purchasing assistant Rufus, “has quickly expanded.” In This fall, Amazon famous it had made upgrades and added new features to Rufus. It may analysis merchandise, monitor costs and mechanically purchase from Amazon’s retailer when it reaches a person’s set value, Jassy stated. It may make purchases via Amazon’s agentic commerce function known as Buy for Me.

Jassy stated greater than 300 million Amazon prospects used Rufus in 2025. Prospects additionally used Lens, its AI-powered visible search software, to search out merchandise with telephone cameras, screenshots or barcodes. They did so 45% greater than in 2024, he added.

Amazon Adverts development in This fall

Amazon has additionally added AI instruments and machine studying to its Adverts enterprise, which generated $21.3 billion in income throughout its fiscal This fall 2025. That marked 22% year-over-year development.

“Sponsored merchandise promoting in our retailer continues to be our largest adverts providing and the mix of trillions of purchasing, searching and streaming alerts with superior AI and machine studying led us to ship extremely related and helpful adverts for purchasers,” Jassy stated.

Amazon has made Prime Video adverts obtainable in 16 international locations. Jassy stated that has contributed “meaningfully” to income development via a mean ad-supported viewers of 315 million viewers globally, up from 200 million in early 2024.

The corporate has additionally introduced an AI agent for Amazon Adverts. The function lets manufacturers use AI to create and optimize campaigns at scale, in keeping with Jassy. It additionally lets them implement marketing campaign focusing on and create actionable insights, he stated.

“Our artistic agent lets advertisers analysis, brainstorm and generate full funnel advert campaigns from idea to completion utilizing conversational steerage in Amazon’s retail knowledge, remodeling what was a week-long course of into simply hours,” Jassy stated.

Amazon gross sales in This fall 2025

Amazon internet gross sales elevated to $213.4 billion in its fiscal This fall 2025, up from $187.8 billion the prior yr. That’s 14% year-over-year development within the quarter that ended Dec. 31, 2025.

As with its full-year 2025, Amazon gross sales from North America accounted for almost 59.6% of its This fall whole. They elevated 10% yr over yr to achieve $127.1 billion. Internationally, Amazon gross sales grew 17% to $50.7 billion.

AWS accounted for $35.6 billion in Amazon gross sales throughout its This fall 2025, growing 24% yr over yr. That was the phase’s quickest year-over-year development fee in 13 quarters. It was additionally $2.6 billion greater than in Q3 2025.

“On the commerce entrance, now that Amazon has largely accomplished its warehousing and logistics revamp, it desires to show up the dial on distribution with a view to scale its grocery enterprise,” Asit Sharma, senior analyst at The Motley Idiot, advised Digital Commerce 360. “Increasing identical day supply alongside the promotion of Amazon Necessities is geared toward habituating prospects to frequent purchases of staples and consumables, in each city areas and more and more in Amazon’s expanded rural footprint.”

Sharma stated Amazon’s plan to extend its physical-store places is about model constructing but in addition “discovering extra grocery distribution factors inside proximity to regional success facilities.”

Amazon gross sales in its fiscal 2025

For its full fiscal yr 2025, Amazon internet gross sales reached $716.9 billion. That’s 12% development from $638.0 billion in 2025.

Of that $716.9 billion, about 59.5% (or $426.3 billion) got here from its North America enterprise. That phase’s gross sales elevated 10% yr over yr. The worldwide phase accounted for $161.9 billion in Amazon gross sales in 2025, rising 13%. In the meantime, AWS gross sales elevated 20% yr over yr to achieve $128.7 billion.

All of the whereas, Amazon working revenue in 2025 reached $80.0 billion, up from $68.6 billion in 2024. AWS accounted for 57% (or $45.6 billion). It achieved about 14.6% development over $39.8 billion in 2024 gross sales.

Working revenue from Amazon’s North America phase reached $29.6 billion in 2025. That marked 18.4% development from $25.0 billion the prior yr. Its worldwide phase’s working revenue elevated about 23.7%, to $4.7 billion in 2025 from $3.8 billion in 2024.

What guided Amazon retailer gross sales development in This fall?

In its fiscal This fall, Amazon expanded its choice to incorporate greater than 400 extra magnificence and trend manufacturers within the U.S.

Among the many magnificence manufacturers had been Bobbi Brown Cosmetics, Charlotte Tilbury and Laura Mercier. In trend, Amazon added Converse, Nike, Michael Kors and The North Face, amongst others. Nike had announced in 2019 that it might cease promoting on Amazon in an effort to extend its direct-to-consumer technique. A pair years later, that call had seemed to be working out, in keeping with knowledge in earlier Digital Commerce 360 reporting. The latest option to promote on Amazon once more displays a change in Nike’s digital gross sales technique.

Jassy additionally famous that Amazon Haul, the corporate’s competitor to Temu and Shein, grew its choice to greater than $1 million objects beneath $10. Amazon Haul has additionally expanded to greater than 25 international locations and areas, he stated.

The corporate’s On a regular basis Necessities model grew “almost twice as quick as all different classes within the U.S.” in 2025, in keeping with Jassy. It represents a 3rd of models offered on Amazon’s shops, he stated. He additionally famous Amazon’s development in online grocery sales via its expanded same-day delivery companies. Moreover, Amazon Prime had set a new company record for same- and next-day supply in 2025.

Within the U.S., Amazon delivered almost 70% extra objects same-day than in 2024, he stated. It additionally has increased speed for rural customers. Jassy stated that helped Amazon double its common month-to-month prospects in rural areas that obtain same-day supply yr over yr.

Amazon’s deal with supply pace in 2025

Chief monetary officer Brian Olsavsky stated U.S. Amazon Prime members acquired greater than 8 billion objects for same- or next-day supply in 2025. That’s 40% development in comparison with 2024. Groceries and On a regular basis Necessities mixed for about half of the full objects Amazon delivered at these speeds in 2025, Olsavsky stated.

Amazon has discovered that prospects purchasing its websites for perishable groceries add triple the quantity of things to their same-day supply orders, in keeping with Olsavsky.

“We’ll proceed optimizing stock placement to drive down distance journey, scale back touches per bundle and enhance bundle consolidation, in addition to launch robotics and automation to extend effectivity and elevate the client expertise,” Olsavsky stated.

Jassy added that same-day is Amazon’s fastest-growing supply providing. Almost 100 million U.S. prospects used it in 2025, in keeping with Jassy. It additionally has launched “Amazon Now” for supply in half-hour or much less in India, Mexico and the United Arab Emirates. Moreover, Amazon is testing the method within the U.S. and U.Ok.

“Increasing our same-day supply protection additionally results in meaningfully later cutoff occasions for orders, which is a giant deal for purchasers,” Jassy stated.

He gave an instance that on Christmas Eve 2025, prospects in 4,000 U.S. cities had been in a position to order objects till mid-day to obtain them that very same day. Amazon additionally added a function in 2025 that permits Prime members so as to add merchandise to orders after having already checked out. Prime members don’t have to pay extra delivery charges in such instances, he stated.

Inside six months after launching, “add to supply” makes up about 10% of all Prime quantity that Amazon fulfills via its personal community every week, in keeping with Jassy.

“Whereas this appears easy on the floor, this function is supported by lots of invention the place we have to determine in actual time and with extremely low latency, what objects amongst Amazon’s a whole lot of hundreds of thousands of merchandise can be found so as to add to a buyer’s upcoming deliveries, floor them, discover a option to embody of their packages and ship throughout the identical buyer promise,” Jassy stated.

Proportion adjustments might not align precisely with greenback figures because of rounding. Verify again for more earnings reports. Here’s last quarter’s update on Amazon gross sales.