Amazon’s Ad Business Made $15.7 Billion in Q2

The numbers$15.7 billion: How a lot Amazon produced from promoting within the second quarter, up 22% year-over-year.13%: The quantity that Amazon’s web gross sales elevated in comparison with final yr’s Q2 earnings, placing it at $167.7 billion.$30.9 billion: How a lot the corporate made on its cloud-computing enterprise, AWS. That’s a 17.5% enhance year-over-year.$12.2 billion: The quantity Amazon made on subscription providers in Q2, up 11% yr over yr.$40.3 billion: How a lot Amazon made on third-party vendor providers within the second quarter, a rise of 10% yr over yr. $15.5-$20.5 billion: The working revenue that Amazon expects for Q3. This was decrease than the common of analyst projections, which was $19.4 billion, based on Bloomberg, resulting in a 2.5% dip in shares throughout after-market buying and selling.The watercooler talkAmazon’s advert enterprise continued its double-digit development within the second quarter of 2025, proving that the ecommerce large’s dominance in retail media goes sturdy whereas additional increasing into streaming, reside sports activities, gaming, and adtech.CEO Andy Jassy particularly known as out the corporate’s latest take care of Roku, which provides advertisers entry to 80 million U.S. households by combining audiences throughout the Fireplace TV and Roku working methods and streaming apps Prime Video and The Roku Channel.The corporate continues to spend closely on synthetic intelligence, with $31.4 billion in capital expenditures, pushed primarily by AI-related AWS investments, mentioned chief finance officer Brian Olsavsky. That degree of spending is “fairly consultant” of what the corporate expects all through the remainder of the yr, he added.Amazon can be working with a major backlog in demand for AWS, Jassy mentioned. He mentioned that the corporate hasn’t been capable of construct sufficient knowledge facilities to fulfill that demand, which he expects will take a minimum of one other six months to resolve. The backlog is estimated at $195 billion, up 25% yr over yr. The important thing quoteDespite continued uncertainty round tariffs, Amazon mentioned that it has not felt vital impacts on its enterprise to this point.“There continues to be quite a lot of noise in regards to the affect that tariffs may have on retail costs and consumption,” Jassy instructed traders. “A lot of it so far has been improper and misreported. As we mentioned earlier than, it’s unimaginable to know what is going to occur.”