Here are the key revenue-related facts about Amazon from the provided context:
### 1. Amazon Ads Revenue
– Generated $13.9 billion in Q1, growing 19% year-over-year .
– Offers full-funnel advertising across Amazon properties (Prime Video, Twitch, IMDb, live sports, Amazon Music) and external sites (Pinterest, BuzzFeed) .
### 2. AWS Revenue
– $29.3 billion in Q1, up 17% YoY .
– Annualized revenue run rate now exceeds $117 billion .
– Operating income: $11.5 billion in Q1 .
– Strong demand for generative AI and non-AI cloud services, with new agreements signed with Adobe, Uber, Nasdaq, and others .
### 3. Retail & Everyday Essentials
– Everyday essentials grew more than twice as fast as other categories in Q1, accounting for 1 in 3 US units sold .
– Amazon is one of the largest US grocers, with over $100 billion in gross sales annually (excluding Whole Foods and Amazon Fresh) .
### 4. Capital Expenditures (CapEx)
– $24.3 billion in Q1, mostly for AWS infrastructure (AI services, custom chips like Trainium) and retail/logistics expansion .
### 5. Future Revenue Drivers
– AI investments: Over 1,000 AI applications in development (Alexa Plus, fulfillment robotics, AWS AI tools) .
– Cloud migration: 85% of global IT spend is still on-premises, presenting long-term AWS growth potential .
No external data or assumptions beyond the context are included. Let me know if you’d like further breakdowns.