Amazon has started 2025 with good news, reaching revenues of 155,667 million dollars in the first quarter, which represents 9% more compared to the same period of 2024. Excluding the negative effect of the exchange rate, growth would have been 10% year -on -year.
The company too has triggered its net profit by 64%up to 17,127 million dollars, consolidating its recovery and expansion in key areas such as artificial intelligence, logistics and cloud services. The combination of growth in high margin segments (AWS and advertising) and better operational efficiency explain this great growth of its results.
Although it seems paradoxical, the largest source of income for the ecommerce giant remains the services, and not the sale of products. The sale of servicesamong which is your cloud business, AWS, it reaches 91,697 million dollars, 58.9% of Amazon's total income.
Andy Jassy, CEO of Amazon, highlighted the improvement of customer experience and the rhythm of innovation: “From Alexa+, to our new Trainium2 chips, through Kuiper's satellites, we are focused on making our life easier to our customers.”
AWS grows 17% and already represents 19% of Amazon's total income
The Amazon Web Services segment (AWS) registered income of 29,267 million dollars, a growth of 17% year -on -year, maintaining an operational margin of 39.5%, the highest of all segments. AWS already contributes 19% of Amazon's total income and 63% of the operating benefitconfirming its role as the group of profitability of the group.
According to the company this AWS growth has come from the hand of:
New AI capacities in Amazon Bedrock, Based on models such as Claude 3.7, call 4 and Deepseek R1. The launch of Nova Premierits most powerful generative multimodal model to date. New business clients such as Adobe, Uber, Nasdaq, Cisco, Mitsubishi Electric and Booz Allen Hamilton.
Amazon also reported solid growth in its Advertising Services Areareaching 13,921 million dollars (+18% year -on -year). This figure places advertising as its third source of income after retail and aws, and Like the one that grows the most.
As for its sales in ecommerce, The online business grew 5% with income of 57,407 million dollarswhile physical stores rose 6% (5,533 million). The services for sellers of her marketplace (Comissions + Fulfillment) grew by 6%, reaching 36,512 million. Amazon also highlighted the launch of new brands such as Saks, Michael Kors and The Ordinary, as well as new AI functions to improve the search for products and purchases outside the Marketplace.
Perspectives for the second quarter of 2025
Amazon expects income between 159,000 and 164,000 million dollars at 2T 2025, with a growth planned between +7% and +11% year -on -year. It also anticipates an operational benefit of up to 17,500 million, although it warns of a complex macroeconomic environment, especially in foreign exchange and infrastructure costs.
Image: Flux Schnell
