The numbers
$15.7 billion: How a lot Amazon made 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 typical of analyst projections, which was $19.4 billion, in response to Bloomberg, resulting in a 2.5% dip in shares throughout after-market buying and selling.
The watercooler discuss
Amazon’s advert enterprise continued its double-digit development within the second quarter of 2025, proving that the ecommerce big’s dominance in retail media goes robust whereas additional increasing into streaming, reside sports activities, gaming, and adtech.
CEO Andy Jassy particularly referred to as out the corporate’s latest take care of Roku, which supplies advertisers entry to 80 million U.S. households by combining audiences throughout the Hearth 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 “moderately consultant” of what the corporate expects all through the remainder of the yr, he added.
Amazon can be working with a big 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 at the least one other six months to resolve. The backlog is estimated at $195 billion, up 25% yr over yr.
The important thing quote
Regardless of continued uncertainty round tariffs, Amazon mentioned that it has not felt important impacts on its enterprise up to now.
“There continues to be quite a lot of noise in regards to the affect that tariffs can have on retail costs and consumption,” Jassy instructed buyers. “A lot of it to this point has been flawed and misreported. As we mentioned earlier than, it’s unattainable to know what is going to occur.”
