Amazon’s 2025 Q3 Sales: A Deep Dive for U.S. Sellers and eCommerce Brands

Key Financial Highlights

North America Sales Growth: 11% Year-Over-Year to $106.3 billion

International Markets Surge: 14% Growth to $40.9 billion

AWS Revenue: $33 billion (20% growth)

Net Income: $21.2 billion (38% increase)

Operational Trends

Headcount: 1.578 million employees (+2% QoQ)

Third-Party Sales: 62% market share (excluding Whole Foods)

AI & Innovation

Generative AI tools deployed to 1.3M sellers

Rufus AI assistant reaches 250M users

AWS adds 3.8GW capacity for AI workloads

Delivery Innovations

Same-day delivery expanded to 1,000+ U.S. cities

Multi-Channel Fulfillment now supports Walmart/Shopify/SHEIN

Strategic Opportunities

  • Leverage AI tools for listing optimization
  • Optimize for fast delivery networks
  • Explore cross-platform advertising
  • Monitor AWS cost-saving opportunities

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