Amazon ad machine’s remorseless 23% YOY increase

Amazon increased its advertising-services revenue by 23% year-on-year in the past quarter, to about A$24 billion, continuing momentum that has seen its relatively low-profile ad business eclipse traditional media.

Overnight the e-commerce giant released its Q2 2025 accounts, which showed a net-sales increase of 13% fuelling a profit of about A$28 billion for the quarter. This was a 35% increase on the same period last year.

The spike in Q4 2024 is seasonal

Amazon, like the other digital giants reporting this quarter, was keen to attribute the strong performance to AI.

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