Amazon's Financial and Operational Highlights in 2025 and Beyond
Amazon reports significant financial growth in 2025, with CEO Andy Jassy outlining future plans in his shareholder letter.
Key Facts
- —Amazon's 2025 revenue rose 12% to $716.9 billion.
- —Andy Jassy's 2025 compensation was $2.07 million.
- —AWS generated $128.7 billion in sales in 2025.
- —Amazon's chips business could have a $50 billion run rate.
- —Trainium AI chips are in high demand.
- —AWS plans to double its power capacity by 2027.
- —Amazon's satellite broadband service launches in mid-2026.
Amazon reported a strong financial performance in 2025, with revenue rising 12 percent year-on-year to $716.9 billion and net income climbing 31 percent to $77.7 billion. The company's AWS division generated $128.7 billion in sales and $45.6 billion in operating income during the same period.
CEO Andy Jassy received a financial package of $2.07 million in 2025, with a base salary of $365,000. The market value of his unvested shares or stock units is over $242 million. In comparison, Jeffrey P Bezos received a total compensation of $1.68 million, including a wage pack of nearly $82,000.
Other Amazon executives saw significant changes in their compensation. CFO Brian Olsavsky's package decreased from $25.7 million in 2024 to $372,000 in 2025. AWS head Matt Garman's compensation was just over $617,000 in 2025, down from $32.8 million in 2024. Douglas Herrington, CEO of Amazon Worldwide Stores, received $425,000 in 2025, compared to $34.2 million in 2024. Chief Legal Officer David Zapolsky's rewards fell to $372,000 in 2025 from $25.7 million in 2024.
The median financial compensation for Amazon staff was $40,206 in 2025, with US full-time employees earning a median of $53,211.
In his annual letter to shareholders, Andy Jassy highlighted the potential of Amazon's chips business. "If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion," said Jassy. He noted the high demand for Amazon's chips, stating, "There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future." (go.theregister.com)
Amazon earns $20 billion from services powered by its homegrown chips, with the Trainium AI chips in high demand. The Trainium3 capacity is nearly fully subscribed, and a significant portion of Trainium4 services has already been reserved, although Trainium4 will not be broadly available for about 18 months.
Jassy emphasized the cost-saving benefits of Trainium, stating, "Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference." (go.theregister.com)
AWS's revenue run rate was $58 billion three years after its opening, and it has secured a $15 billion book of AI revenue in the same timeframe. The division's annual revenue is currently $142 billion. Despite AWS's growth, 85 percent of global IT spend remains on-premises, a situation Jassy expects to change.
AWS added 3.9 gigawatts of new capacity in 2025 and plans to double its total power capacity by the end of 2027. Jassy acknowledged ongoing capacity constraints, stating, "And yet, we still have capacity constraints that yield unserved demand." (go.theregister.com)
Amazon's satellite broadband service is scheduled to launch in mid-2026 with around 200 satellites. Prime Air aims to serve 30 million customers by year-end and expects to deliver half a billion packages by the end of the decade, operating from "Same Day Fulfillment Centers" and "micro-fulfillment centers."
Amazon has over one million robots in its fulfillment centers and is exploring robotics solutions for other industrial and consumer customers. "We've done this while continuing to be one of the largest job creators in the country," said Jassy. (go.theregister.com)
