Amazon Says External AI Agents Aren't Hurting Its Ad Business – ADWEEK

$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.Subscribe and get full access to the news, insights, and expertise that keep industry professionals ahead of the curve.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.By submitting your email, you agree to our Terms of Use and Privacy Policy . You may opt-out anytime by clicking ‘unsubscribe’ from the newsletter or from your account.Select ADWEEK as one of your favorite sources and stay up to date on our latest content.Subscription includes free shipping, delivery, streaming, and mobile internet perksA cookbook and new stores honor the brand’s heritage while appealing to new customerssource