Q2 Earnings: Andy Jassy on what's driving Amazon Ads growth

Amazon Ads generated $19.8 billion of revenue in Q2, up 26% year over year, powered by AI tools, conversational shopping, and multi-sport streaming strategies.
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On Amazon’s second quarter earnings call Amazon CEO Andy Jassy shared what’s powering Amazon Ads' growth: Sponsored Products continues to be our largest offering and a key driver of growth. Additionally, increasingly more shoppers are discovering products in our agentic and conversational experiences, including in Alexa+ and Alexa for Shopping.
Shoppers who click a Sponsored Prompt convert to a sale 48% more often and spent 21% more on average than those who don’t. We see continued growth and engagement in Prime Video Ads and Live Sports. We introduced more than 30 new advertisers to the NBA in our first year, and inventory on Thursday Night Football, NBA, WNBA, and NASCAR all sold out.
Advertisers are increasingly investing in multi-sport strategies, with brands activating across multiple sports seeing 2. 3 times higher unduplicated reach compared to single-sport advertisers. And multi-sport viewers are driving 12% higher spend and 17% more orders on Amazon.
And finally, we make it easy to create, launch, and optimize full-funnel campaigns using AI-powered tools, including Ads Agent, which turns hours of setup and targeting into minutes. Advertisers using Ads Agent targeting see 8% lower cost per impression and 6% lower cost per acquisition, and we’ve expanded it to 11 new countries this year.
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This briefing is based on reporting from About Amazon. Use the original post for full primary-source context.
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