Amazon closed the third quarter of the year with outstanding results, particularly in the area of Amazon Web Services (AWS), where artificial intelligence is establishing itself as the driving force behind the company’s growth. Thus, Amazon reported revenues of $180.169 billion, representing a 13% increase compared to the same period in 2024.
From a financial perspective, the figures are even more impressive: net profit reached $21.2 billion, compared to $15.3 billion the previous year (+37.9%). Amazon explains that although operating income remained steady at $17.4 billion, it was affected by two extraordinary charges: a $2.5 billion legal settlement with the Federal Trade Commission (FTC) and severance costs estimated at $1.8 billion. Excluding these impacts, the final result would have reached $21.7 billion, according to the company.
Despite this, the company announced plans to create “hundreds of thousands of temporary jobs” this holiday season, including 250,000 in the United States, 150,000 in India, and thousands more in Australia, Canada, France, Spain, and Central Europe.
By segment, AWS once again served as the company’s engine of profitability, with sales of $33 billion, a year-over-year increase of 20%, and operating income of $11.4 billion. Currently, 18% of all the company’s revenue originates from this division. These strong results in Amazon’s cloud business are in line with the surge in AI popularity and correspond with what we have reported regarding the revenues of another giant like Google and its Cloud division.
With regard to its eCommerce business, in North America, sales grew by 11% to $106.3 billion, while the international business advanced by 14% to $40.9 billion, driven by a weaker dollar and expanded logistics capabilities.
“We continue to see strong momentum and growth at Amazon, as AI powers significant improvements across every aspect of our business,” stated Andy Jassy, President and Chief Executive Officer of Amazon. “AWS is growing at a pace we have not seen since 2022, accelerating once again to 20.2% year-over-year. We continue to witness high demand for both AI and foundational infrastructure, and we have focused on accelerating capacity, adding more than 3.8 gigawatts over the past 12 months.”
However, the impact of artificial intelligence is not limited to the cloud business. In its retail division, Amazon reported that 250 million customers have used Rufus, its AI-powered shopping assistant, and that those who use it are 60% more likely to complete a purchase. The company has also launched new smart recommendation features, such as Help Me Decide, and has extended its content generation tools to over 1.3 million sellers.
Help Me Decide is a shopping tool introduced just a few days ago, powered by artificial intelligence, appearing in the Amazon mobile app or web version when you have been comparing several similar products. When you tap the “Help Me Decide” button, the system analyzes your browsing history, searches, previous purchases, and preferences to recommend a specific product best suited to your needs, along with a clear explanation of why that particular option is appropriate. Additionally, the feature presents a couple of alternative choices at various price points, should you wish to explore further options. For now, it is only available in the United States.
Looking ahead, the company expects fourth-quarter revenues, which will include those from the peak sales season (Black Friday and the Christmas period), to reach between $206 billion and $213 billion, which would represent growth of between 10% and 13% compared to the same period in 2024. Projected operating profit is set to be between $21 billion and $26 billion.
Beyond the numbers, this quarter confirms Amazon’s transformation into a company increasingly focused on artificial intelligence and digital infrastructure. With investments in chips, software, and new cloud services, the Seattle-based group seeks not only to maintain its leadership in eCommerce, but also to establish itself as one of the most influential technology platforms worldwide.
Image: Gemini
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