Amazon sales in Q2 reached their third-highest total to date, as CEO Andy Jassy attributed revenue growth to increases in ad revenue, faster fulfillment speeds and various types of artificial intelligence (AI) that are improving overall efficiency.

In addition to AI technology, Amazon introduced a new warehouse robot, which it calls Vulcan, in its fiscal Q2, which ended June 30.

“Automation and robotics are also important contributors to improving cost efficiencies and driving better customer experiences over time,” Jassy told investors in Amazon’s Q2 earnings call. “We deployed our 1 millionth robot across our global fulfillment network and unveiled innovations in our last-mile innovation center, such as automated package sorting and a transformative technology that brings packages directly to employees in an ergonomic height.”

He said Amazon’s DeepFleet AI tool has improved robot travel efficiency by 10%.

“At our scale, it’s a big deal. DeepFleet acts like a traffic management system to coordinate robots’ movements to find optimal paths and reduce bottlenecks,” Jassy said. “For customers, it means faster delivery times — and lower costs for our team members. Our robots handle more of the physically demanding tasks, making our operations network even safer.”

Amazon ranks No. 1 in Digital Commerce 360’s Top 2000 Database. The database is how Digital Commerce 360 tracks the largest North American online retailers by their annual ecommerce sales.

Amazon is also No. 3 in Digital Commerce 360’s Global Online Marketplaces Database. That database ranks the 100 largest such marketplaces by third-party gross merchandise value (GMV).

Amazon sales in Q2

In Q2, Amazon net sales grew to $167.7 billion. That’s up 13% from $148.0 billion in Q2 2024. Amazon’s North America segment’s sales increased 11% year over year to $100.1 billion in Q2 2025. Meanwhile, Amazon’s international segment grew sales 16% year over year to $36.8 billion.

Sales from Amazon Web Services (AWS) increased 17.5% year over year to $30.9 billion. AWS now has an annualized revenue run rate of $123 billion.

“In Q2, worldwide third-party seller unit mix was 62%, the highest ever, up on 100 basis points from Q2 of last year,” chief financial officer Brian Olsavsky told investors.

Amazon’s worldwide operating income reached $19.2 billion, Olsavsky said. That’s about $1.7 billion more than the high end of Amazon’s guidance range.

Operating income from North America was $7.5 billion, up from $5 billion in Q2 2024. Amazon’s international segment grew its operating income to $1.5 billion, a year-over-year increase of $1.2 billion.

AWS operating income reached $10.2 billion.

Also in Q2, Amazon advertising revenue grew 22% year over year, Olsavsky said. He attributed that growth to sponsored products and strong in-store traffic.

Amazon Prime Day results in 2025

Jassy said this year’s Prime Day was Amazon’s largest yet, with records for:

• Sales
• Number of items sold
• Prime membership signups in the preceding three weeks

However, Amazon did not quantify the amounts for any of those three metrics. Additionally, Prime Day 2025 was Amazon’s longest to date at four days, double its usual run length.

Although Amazon did not attach a dollar amount to Prime Day 2025 sales, it claims Prime members “saved billions while shopping Amazon’s millions of deals” during the event. Additionally, it said Prime members purchased “millions of Alexa-enabled devices, and the Ring Battery Doorbell and Fire TV Stick HD were two of the event’s best-selling items.”

Amazon also claims independent sellers — it says most of them are small and medium-sized businesses — “achieved record sales and a record number of items sold.”

How Amazon is using generative AI

Amazon saw growth through AWS in both its generative AI and non-generative AI businesses, Olsavsky said.

“We will continue to invest more capital in chips, data centers and power to pursue this unusually large opportunity that we have in generative AI,” Olsavsky said.

Jassy told investors that the world of generative AI is “very top heavy.” He elaborated by saying “a relatively small number of very large-scale generative AI applications.”

Two of the use cases with the most investment so far are chatbots and coding agents, he said. Agents refer to a subsection of generative AI that can work autonomously on a user’s behalf.

Amazon announced in February its rollout of Alexa+, an upgraded version of its voice assistant that incorporates generative AI. And it came with ecommerce features at launch.

Amazon’s DeepFleet tool also uses generative AI. Jassy said the combination of robotics and generative AI is “just getting started.”

Jassy also said that as companies become excited about developing AI agents, “they’re realizing they lack the tools to build them.” He noted that Amazon released Strands, which he called an open-source way to build AI agents, “has taken off with a wide range of customers.” He cited that it has had more than 300,000 downloads.

Amazon’s Bedrock, which it says “provides industry-leading security, privacy, and compliance for generative AI applications,” has released a new offering: AgentCore.

Jassy described AgentCore as a “set of building blocks” that gives AWS customers “serverless run time to provide both synchronous and asynchronous execution.” In other words, it allows customers to perform tasks without simultaneously, with some operating in the background. AgentCore also offers built-in code execution, web browser tools and an observability service, Jassy said.

Amazon improves fulfillment efficiency

Jassy told investors that Amazon set a companywide speed record in Q2. Amazon delivered 30% more items for same-day or next-day in Q2 compared to the same period in 2024. He noted Amazon’s plans to expand fast delivery to rural areas by the end of the year as a next step.

He also said Amazon “increased the share of orders moving through direct lanes where packages go straight from fulfillment to delivery without extra stops.”

It increased that share by 40% year over year, he said, while reducing the average distance that packages traveled by 12%. Additionally, Amazon “lowered handling touches per unit” by almost 15%, he said.

On top of that, Jassy said Amazon’s fulfillment team has improved on its consolidation, positioning more products in proximity to their delivery points, packing more items into boxes and sending fewer packages per order.

“In Q2, we saw productivity gains in our transportation network, driven by improved inventory placement, strong leverage on high unit volumes and higher levels of in-demand inventory from both first-party and third-party selling partners,” Olsavsky said. “These factors contributed to faster delivery speeds and lower costs.”

Outbound shipping costs increased 6% year over year, he said, “a meaningfully slower pace than unit growth,” which was 12%.

“Strategic inventory placement drives multiple benefits, including better in-stock availability, shorter delivery routes and faster customer delivery times,” Olsavsky said. “When we optimize inventory location, we can consolidate more items for package, reducing packaging materials and costs. To achieve this, we will continue to improve upon our inbound network, expand our U.S. same-day delivery facilities — including rural communities — and implement robotics and automation across our facilities.”

Percentage changes may not align exactly with dollar figures due to rounding. Check back for more earnings reports. Here’s last quarter’s update on Amazon sales.