Companies

Amazon posts strong 2025 as it steps up AI spending

Feb 10, 2026 United States

The Seattle-based e-commerce giant delivered robust fourth quarter and full year 2025 results, driven by double-digit revenue growth and accelerating AWS sales. For 2026, it plans to increase AI spending

Highlighting positive momentum in key growth areas, Andy Jassy, Amazon’s President and CEO, said: “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about 200 billion US dollars in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital.”

Fourth Quarter Results

In the fourth quarter of the 2025 financial year, the company’s net sales totalled 213.4 billion US dollars. This represented a 14% increase compared to the same period the previous year. Excluding the favourable impact of exchange rates, quarterly sales increased by 12%.

During the quarter, the North American segment contributed 127.1 billion US dollars to total net sales, which is an increase of 10% year-on-year, and the international segment contributed 50.7 billion US dollars, which is an increase of 17% year-on-year (or 11% when excluding the impact of foreign exchange rates). AWS sales totalled 35.6 billion US dollars, reflecting a 24% year-on-year increase.

Despite significant one-off charges related to tax settlements, severance costs, and store-related asset impairments, Amazon’s operating income rose to 25.0 million US dollars in the three months ending on the 31st of December, up from 21.2 million US dollars in the same period a year earlier. Excluding these special items, operating income would have reached 27.4 billion US dollars.

In the fourth quarter of 2025, the company’s net income was 21.2 billion US dollars (or 1.95 US dollars per diluted share), as compared to 20.0 billion US dollars (or 1.86 US dollars per diluted share) in the same quarter of the 2024 financial year.

Full Year Results

In fiscal year 2025, Amazon’s net sales grew by 12% to reach 716.9 billion US dollars, on a comparable basis to the previous fiscal year. Excluding the favourable impact of year-on-year changes in foreign exchange rates, which amounted to 4.4 billion US dollars, net sales increased by 12% compared with 2024.

The online giant also recorded an operating income of 80.0 billion US dollars in 2025, up from 68.6 billion US dollars in the prior year. Net income also increased to 77.7 billion US dollars (or 7.17 US dollars per diluted share), up from 59.2 billion US dollars (or 5.53 US dollars per diluted share).

Image Credits: techspot.com

United States Amazon ecommerce Online Quarter Results Results Year Results