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Amazon ad Revenue Jumps 26% to $19.8 Bn; AI Agent Users See 6% Lower Acquisition Costs

Advertisers using Amazon’s AI-powered Ads Agent saw 6% lower cost per acquisition as the company expanded the tool to 11 new countries.

  • Amazon posted 20% growth in net sales to $200.6 billion for the second quarter of 2026, while net income surged to $62.6 billion compared to $18.2 billion the previous year.
  • Cloud computing business Amazon Web Services generated $42.2 billion, jumping 37% year-on-year and marking its fastest growth in 18 quarters, outpacing most other major businesses.
  • Advertising revenue reached $19.8 billion, a 26% year-on-year increase, remaining a key growth engine despite accounting for less than a tenth of total revenue.
  • Net income included $53.4 billion in "other income" from investments in Anthropic, while advertisers using the AI-powered Ads Agent recorded 6% lower cost per acquisition.
  • Operating cash flow increased 33% to $161.4 billion for the trailing 12 months, and CEO Andy Jassy reported momentum in AI-led commerce experiences for the second half.
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Amazon presented on Thursday results above expectations for the second quarter, still drawn by its remote computing activity ("cloud") which accompanies the background blade of artificial intelligence (AI), at a rate that is still accelerating. ...

·Brussels, Belgium
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Le Figaro broke the news in Paris, France on Thursday, July 30, 2026.
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