AWS This autumn outcomes: Public cloud big continues to reap rewards of enterprise demand for AI and IaaS
Amazon Internet Companies (AWS) has cited the twin demand from prospects for its core cloud compute companies and its synthetic intelligence (AI) choices as the rationale why its annual income rose by almost 1 / 4 (24%) through the closing three months of 2025.
The general public cloud big’s fourth-quarter (This autumn) outcomes, which cowl the three months to 31 December 2025, affirm the corporate’s income hit $35.6bn through the reporting interval, whereas its revenue elevated year-on-year (YoY) from $10.6bn to $12.5bn.
Amazon CEO and president Andy Jassy known as out the corporate’s annual income progress charge as significantly noteworthy, because it represents the quickest quantity of progress AWS has achieved in 13 quarters.
“This progress is going on as a result of we’re persevering with to innovate at a speedy charge, and determine and knock down buyer issues,” mentioned Jassy. “With such robust demand for our current choices and seminal alternatives like AI, chips, robotics and low-earth orbit satellites, we count on to speculate about $200bn in capital expenditures throughout Amazon in 2026, and anticipate robust long-term return on invested capital.”
Moreover, the corporate’s full-year outcomes confirmed a 20% YoY leap in income to $128.7bn for AWS, and that revenue was up from $39.8bn in 2024 to $45.6bn final 12 months.
Throughout a convention name, transcribed by In search of Alpha, Jassy dug into the importance of AWS’s efficiency over the course of 2025 in additional element and the way it compares to the outcomes shared by its public cloud opponents.
“AWS is now a $142bn annualised run charge enterprise, and our chips enterprise…is now over $10bn in annual income run charge, rising triple-digit percentages year-over-year,” mentioned Jassy. “As a reminder, it’s very completely different having 24% year-over-year progress on a $142bn annualised run charge than to have the next share progress on a meaningfully smaller base, which is the case with our opponents. We proceed so as to add extra incremental income and capability than others and prolong our management place.”
To place the figures into context, knowledge from IT market watcher Synergy Analysis Group confirmed that This autumn marked the ninth consecutive quarter of accelerating year-on-year progress for the cloud infrastructure companies market as an entire, for which AWS is the market chief.
“Generative AI is clearly the first driver of those altering market dynamics,” mentioned John Dinsdale, chief analyst at Synergy Analysis Group. “Among the many main cloud suppliers, Amazon maintains a powerful lead available in the market, although Microsoft and Google proceed to attain considerably larger progress charges. Their This autumn worldwide market shares have been 28%, 21%, and 14% respectively.”
Throughout the AWS outcomes convention name, Jassy mentioned it’s not simply the demand for AI that AWS’s outcomes are reaping the advantages of, as its core cloud proposition stays a key income progress for the agency.
“We’re persevering with to see robust progress in core non-AI workloads as enterprises return to specializing in transferring infrastructure from on-premises to the cloud, together with AWS having the broadest performance, strongest safety and operational efficiency, and most vibrant accomplice ecosystem,” he mentioned. “AWS continues to earn a lot of the massive enterprise and authorities transitions to cloud.”
