Q1 earnings: Amazon CEO Andy Jassy discusses what’s powering Amazon Ads
Amazon Ads posted $17.2 billion in Q1 revenue, up 22% YoY, and expanded its AI‑driven Creative Agent to seven new markets (Canada, France, Germany, India, Italy, Spain, UK). Rufus conversational prompts now generate nearly 20% continuation of brand conversations, while Amazon Audiences feeds shopping signals into Netflix’s ad platform.
Amazon works hard to support brands of all sizes, offering omnichannel advertising platforms and innovative AI tools that invent and deliver for advertisers.On Amazon’s most recent quarterly earnings call, Amazon CEO Andy Jassy explained the strategy that’s powering that growth:We continue working to be the best place for brands of all sizes to grow their businesses, and we're pleased with the continued strong growth across our full funnel offerings, generating $17.2 billion of revenue in the quarter, and up 22% year-over-year.
Q1 earnings: CEO Andy Jassy on why customers are choosing AWS for AI
AWS’s AI revenue run rate is over $15 billion. There are several reasons customers are choosing AWS for AI. Forrester recently recognized Amazon Ads as a leader in omnichannel advertising platforms, with unmatched supply and insights for connected TV and commerce media.We deepened our Netflix partnership with Amazon Audiences, which enables advertisers to apply Amazon’s exclusive signals from shopping, browsing, and streaming to Netflix’s highly-engaged viewers to reach the right audiences and drive even stronger performance.We also partnered with Comcast Advertising to expand local advertising to thousands of brands; and, expanded interactive video ad capabilities to partners starting with Samsung TVs.Our Ads team also continues to invent and deliver for advertisers with AI.For example, we expanded Creative Agent, an agentic partner that plans and executes the entire ad creative process, to Canada, France, Germany, India, Italy, Spain, and the UK.And, we recently introduced Sponsored Product and Brand prompts in Rufus that help brands showcase products, and customers make more informed buying decisions. It’s early, but we’re seeing nearly 20% of shoppers who interact with a brand prompt in Rufus continue the conversation about that brand.For more, read Amazon’s first quarter results. Trending news and stories
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- How to sign up for a free trial of PrimeAmazon works hard to support brands of all sizes, offering omnichannel advertising platforms and innovative AI tools that invent and deliver for advertisers.On Amazon’s most recent quarterly earnings call, Amazon CEO Andy Jassy explained the strategy that’s powering that growth:We continue working to be the best place for brands of all sizes to grow their businesses, and we're pleased with the continued strong growth across our full funnel offerings, generating $17.2 billion of revenue in the quarter, and up 22% year-over-year.
Analysis & Recommendations
Why This Matters
The 22% ad revenue jump signals stronger ROI for advertisers, and the rollout of Creative Agent and Rufus prompts gives sellers scalable creative production and conversational commerce opportunities across multiple regions and platforms.
Key Takeaways
- Q1 Amazon Ads revenue reached $17.2 billion, a 22% YoY increase.
- Creative Agent launched in seven new territories: Canada, France, Germany, India, Italy, Spain, and the United Kingdom.
- Rufus brand prompts drive roughly 20% of shoppers who interact with the assistant to continue the brand conversation.
- Amazon Audiences now integrates shopping, browsing, and streaming signals into Netflix’s ad platform for cross‑platform targeting.
Recommended Actions
- →In Seller Central, navigate to Advertising > Campaign Manager and explore Creative Agent to auto‑generate ad assets for the newly supported markets.
- →Enable Rufus brand prompts by going to Advertising > Sponsored Products > Advanced Settings and turning on ‘Rufus conversational prompts’ for relev...
- →Set up Amazon Audiences campaigns targeting Netflix viewers via Advertising > Audience Targeting and select ‘Streaming signals’ as a data source.
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