AMZN · 8-K · 20260429PR000012
Advertising Revenue Contribution
AMAZON COM INC · 2026-04-29 · Importance 59 · Surprise 48 · In source text
Management reported Advertising grew to over $70 billion in trailing twelve‑month revenue as of the filing date, and Advertising services revenue for Q1 2026 was $17,243 million, up 24% year-over-year from $13,921 million in Q1 2025. Advertising services represented a meaningful and growing services mix within total net sales in Q1 2026. The 24% Y/Y growth in quarterly advertising revenue is well above the company’s consolidated revenue growth rate, underlining its contribution to margin expansion. The company also announced new advertising product capabilities and expanded placements (e.g., Amazon Audiences on Netflix).
Key facts
- Advertising services revenue in Q1 2026 was $17,243 million, a 24% year-over-year increase. source
- Amazon Advertising grew to over $70 billion in trailing twelve months (TTM) revenue according to CEO remarks. source
- Amazon added Amazon Audiences for advertisers using Amazon Ads to buy advertising on Netflix. source
- Amazon introduced Sponsored Products and Brand Prompts in Rufus and stated nearly 20% of shoppers who interact with a prompt in Rufus continue the conversation about that brand. source
- Amazon announced Creative Agent for advertisers is available in Canada, France, Germany, India, Italy, Spain, and the UK. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Advertising services revenue in Q1 2026 was $17,243 million, a 24% year-over-year increase. |
| revenue | positive | realized | — | Amazon Advertising grew to over $70 billion in trailing twelve months (TTM) revenue according to CEO remarks. |
| revenue | positive | probable | — | Amazon added Amazon Audiences for advertisers using Amazon Ads to buy advertising on Netflix. |