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Amazon’s Position in 2026
Amazon (NASDAQ: AMZN) enters 2026 with strengths in cloud computing, advertising, and AI, while its retail division remains pivotal. In 2025, Amazon Web Services (AWS) regained momentum, showing mid to high teens revenue growth due to increased enterprise demand and AI workloads.
Amazon’s advertising revenue surpassed $60 billion in 2025, making it the fastest-growing segment, driven by innovations such as Prime Video’s ad-supported tier and expanded partnerships with platforms like Netflix and Roku. Although U.S. e-commerce growth slowed, North America saw an 11% revenue increase in Q3 2025, with international markets growing at 14%.
Looking ahead, AWS is expected to benefit from AI workloads as capital expenditures rose to $92 billion in the first nine months of 2025. Advertising and retail efficiency improvements, despite modest growth, will be crucial for Amazon’s profitability in 2026.
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