Sales on Amazon
Amazon podsumowuje 2025 rok: Rekordowe przychody i strategiczny zwrot w stronę AI
6 Feb 2026
Last updated: 06.02.2025
2025 ended with spectacular financial results for Amazon. Revenue of USD 716.9 billion and dynamic growth in the AWS segment are facts that define the e-commerce giant's current position. The latest report for the fourth quarter and the full year shows a company that consistently focuses on solid fundamentals: advanced artificial intelligence, proprietary processors and unprecedented logistics speed.
Below is a detailed analysis of the data showing how Amazon is changing its business model not only to maintain its leadership position, but above all to become a technological powerhouse
Contents:
Q4 2025: Quarterly results marked by double-digit growth
2025: Scale and momentum
AWS returns to a fast growth path
Artificial Intelligence in practice: Rufus and AI agents
Summary and conclusions
Q4 2025: Quarterly results marked by double-digit growth
The fourth quarter of 2025 brought net sales of USD 213.4 billion, representing growth of 14% compared with the same period in 2024. Even after excluding favourable exchange-rate effects, growth was a solid 12%.
Operational efficiency and special costs
Operating profit in Q4 rose to USD 25.0 billion (from USD 21.2 billion a year earlier). However, it should be noted that this result includes three significant one-off charges:
USD 1.1 billion to settle tax disputes in Italy and a court settlement,
USD 730 million in estimated severance costs,
USD 610 million in impairment charges (mainly in the physical stores segment).
Without these events, operating profit would have reached USD 27.4 billion, which would have shown the profitability of operations during the peak shopping season even more clearly.
USA vs the World - Amazon's results in 2025
In the fourth quarter, Amazon recorded solid growth in both key markets, although the international markets showed higher percentage momentum:
North America: Sales increased by 10% year on year, reaching USD 127.1 billion. Operating profit for this segment amounted to USD 11.5 billion (versus USD 9.3 billion a year earlier).
International Market: Revenue jumped by an impressive 17% (11% excluding currency effects), reaching USD 50.7 billion. Despite sales growth, operating profit in this region was USD 1.0 billion, a slight decline compared with USD 1.3 billion in Q4 2024.
2025: Scale and momentum
On an annual basis, Amazon recorded sales growth of 12%, reaching USD 716.9 billion. The company showed great efficiency in turning revenue into genuine profit.
Key annual figures:
Consolidated net profit: Rose to USD 77.7 billion (a significant jump from USD 59.2 billion in the previous year).
North America: This remains the company’s main financial engine. Net sales here totalled USD 426.3 billion (+10% year on year), and operating profit rose to USD 29.6 billion.
International Market: Full-year revenue reached USD 161.9 billion (+13% year on year). Importantly, this segment is becoming increasingly profitable - operating profit rose to USD 4.7 billion (from USD 3.8 billion in 2024).
Cash flow (OCF): Amazon generated USD 139.5 billion from operating activities, representing a 20% increase year on year.
It is worth noting the decline in Free Cash Flow to USD 11.2 billion (from USD 38.2 billion in 2024). This is a direct result of increasing infrastructure spending by more than USD 50 billion, mainly related to investments in data centres and AI solutions.
AWS returns to a fast growth path
The cloud segment (AWS) became the main driver of the company’s momentum in 2025. In the fourth quarter alone, AWS sales rose by 24%, reaching USD 35.6 billion. This is the fastest growth for this segment in more than three years.
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Proprietary silicon technology
Amazon is becoming increasingly independent from external chip suppliers. The Trainium and Graviton chips are already generating more than USD 10 billion in annual revenue and are growing at triple-digit rates.
Trainium2: Powers most inference processes on the Bedrock platform, used by more than 100,000 companies.
Future projects: The Trainium4 chip, announced for 2027, is expected to offer 6 times the computing performance of current solutions.
Artificial Intelligence in practice: Rufus and AI agents
In 2025, Amazon proved that it can monetise artificial intelligence in retail. The Rufus shopping assistant, already used by more than 300 million customers, helped generate almost USD 12 billion in additional annual sales.
New opportunities for business:
Amazon Bedrock: The platform has been expanded with more than 20 models, including the proprietary Nova model family.
AI agents: Tools such as Kiro (autonomous solving of programming tasks) and specialised agents for security and DevOps have been introduced.
Amazon Connect: The AI tool for contact centres has reached annual profitability of USD 1 billion, handling an average of 20 million interactions per day.
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Q1 2026 outlook
Amazon's management looks to the future with optimism, expecting in the first quarter of 2026:
Net sales of USD 173.5 billion - USD 178.5 billion (growth of 11-15%).
Operating profit in the range of USD 16.5 billion - USD 21.5 billion.
Capital expenditure (CapEx) of around USD 200 billion across 2026, confirming its determination to build AI and satellite infrastructure (Project Leo).
Summary and conclusions
The analysis of the 2025 report leads to a clear conclusion: Amazon has successfully moved from the stage of cost optimisation to the phase of investing in next-generation technologies. Record revenue goes hand in hand with huge spending on AI and its own hardware (chips), which in the long term should give the company a technological advantage over the competition.
FAQ – Amazon 2025: financial results, AI and AWS
What revenue did Amazon achieve in 2025?
Amazon ended 2025 with record revenue of USD 716.9 billion, representing growth of 12% year on year. This growth was driven by both the e-commerce segment and the rapidly growing AWS cloud services.
What were Amazon's results in Q4 2025?
In the fourth quarter of 2025, Amazon achieved net sales of USD 213.4 billion, posting 14% growth year on year. Operating profit was USD 25.0 billion, and after excluding one-off events it would have reached USD 27.4 billion.
Why did Amazon's free cash flow (FCF) fall in 2025?
The drop in Free Cash Flow to USD 11.2 billion was a direct result of the sharp increase in capital expenditure, mainly on data centres, cloud infrastructure and the development of artificial intelligence-based solutions.
What role did AWS play in Amazon's 2025 results?
Amazon Web Services was one of the key growth drivers. In Q4 2025 alone, AWS revenue rose by 24%, reaching USD 35.6 billion, the fastest growth rate for this segment in more than three years.
What are Trainium and Graviton processors?
Trainium and Graviton are Amazon's proprietary chips, designed for AI and cloud computing. They are already generating more than USD 10 billion in annual revenue, and their development allows Amazon to become less dependent on external chip suppliers.
How does Amazon use artificial intelligence in e-commerce?
Amazon successfully monetises AI, among other things, through the Rufus shopping assistant, which has been used by more than 300 million customers. This tool generated around USD 12 billion in additional annual sales.
Source:
https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Fourth-Quarter-Results/default.aspx
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