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.
The watercooler talk
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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