Amazon reported net sales of $180.2 billion for Q3 2025, up 13% year-on-year. Operating income stood at $17.4 billion, including special charges of $2.5 billion from a legal settlement with the FTC and $1.8 billion in severance costs. Without these charges, operating income would have been $21.7 billion. Net income rose to $21.2 billion, or $1.95 per diluted share, supported by a $9.5 billion gain from Amazon’s investment in Anthropic.
AWS revenue increased 20% to $33 billion, with operating income of $11.4 billion. North America sales grew 11% to $106.3 billion and International sales rose 14% to $40.9 billion. Amazon’s AI initiatives drove business momentum, including the launch of Project Rainier (a large AI compute cluster), Quick Suite AI apps, and new EC2 instances powered by NVIDIA, AMD, and Apple chips.
Amazon also expanded its delivery and media reach, growing Prime Video viewership and adding new partnerships with Netflix, Spotify and Delta Air Lines. For Q4 2025, net sales are expected between $206 billion and $213 billion, with operating income between $21 billion and $26 billion.
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