SUBSCRIPTION ONLY Retail News Amazon Says External AI Agents Aren't Hurting Its Ad Business The company reported its highest-ever operating margin in Q3 of 13.9% Amazon’s 12-month advertising revenue reached $78 billion. Getty Images By Mitchell Parton --> The numbers $78 billion: Amazon’s 12-month advertising revenue.
$19.6 billion: The company’s Q3 ad revenue, up 11% year over year.
$201.9 billion: Third-quarter net sales, up 12% year over year.
13.9%: Amazon’s operating margin for the quarter, its highest ever.
$46 billion: AWS revenue, a 39% year-over-year increase—its fastest growth in almost five years. The division rapidly grew its Bedrock AI platform and signed new agreements with companies including Meta, NVIDIA, and OpenAI.
17.7 million: Viewers of the first six games of “Thursday Night Football” on Prime Video, up 17% from last year, according to Nielsen, per Amazon.
Agents the likes of ChatGPT, Gemini, or Meta’s Muse threaten Amazon’s ability to deliver sponsored listings or display ads to shoppers.
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Mitchell Parton is ADWEEK's senior commerce reporter, covering retail media as well as the rise of agentic and social commerce. Before joining ADWEEK in 2026, he was a reporter at Digiday Media's Modern Retail and before that wrote for several regional publications in Texas.
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