Amazon's Q3 Ad Revenue Growth Slows After Prime Day Moved to June and NBA Content Dropped
TLDR
Amazon's ad revenue growth slowed in Q3 because it moved Prime Day to June and had less NBA content, though AI agents have not yet disrupted the ad segment.
Amazon's advertising revenue growth decelerated in the third quarter, as the company shifted Prime Day to June and had less NBA content to offer. Marketing Dive also notes that AI agents are not yet disrupting the segment.
How we got here
In October 29 reporting, Amazon's advertising revenue growth slowed to 11% as Prime Day moved to June, with advertisers spending $19.64bn. The next day, Amazon said it was building new AI features into its ads business, while shoppers still made the purchases themselves. Now, Amazon's ad revenue growth has slowed in Q3, which it attributes to the Prime Day move to June and less NBA content, though AI agents have not yet disrupted the ad segment.
Summary of earlier coverage
- Oct 30Amazon Ads Revenue Climbs 12% to Nearly $20 Billion in Q3 Earnings
Amazon reported Q3 revenue of $201.9 billion, and its advertising business generated almost $20 billion in the quarter, up 12% year over year.
- Oct 30Amazon Is Building New AI Features Into Its Advertising Business
Amazon is building new AI features into its ads business, while shoppers still make the purchases themselves for now.
- Oct 29Amazon's Ad Revenue Growth Slows to 11% After Prime Day Moves to June
Amazon's advertising revenue growth slowed to 11% after Prime Day moved to June, with advertisers spending $19.64bn and Q4 guidance set at high-teens ad growth.
- Oct 7Marketers boost Amazon ad spending 15–40% ahead of Prime Big Deal Days despite economic headwinds
Media buyers are increasing Amazon ad spend 15–40% year-over-year ahead of Prime Big Deal Days, with expectations of continued growth into 2027.