Highlights from Amazon's third quarter

AWS

• New customers. AWS signed new agreements with Meta, NVIDIA, OpenAI, Salesforce, Oracle, Qualcomm, Verizon, ADP, Stripe, Accenture Edge, Novo, Fanatics, Zoom, Raymond James, Prometheus AI, AppFolio, Instructure, Cognition, Sigma, Lila Sciences, The Biological Computing Co., NATO, Columbia University Irving Medical Center, and more.
• Amazon Bedrock. Amazon continued to expand the capabilities of its inference service, Amazon Bedrock, and it's leading to rapid growth, with Fortune 500 companies spending nearly 7x more year-over-year and total Bedrock token volume growing nearly 17x year-over-year.
• Expanding selection. Amazon expanded Bedrock's leading selection of frontier and open weight models, adding OpenAI's GPT-6 Astra, GPT-6 Sol, GPT-6 Luna, and GPT-6.1 Sol; Anthropic's Claude Fable 5.1, Opus 5.5, Sonnet 5.5, and Haiku 5.5; Moonshot AI's Kimi K3; SpaceXAI's Grok 4.7; Z.ai's GLM 5.3; and two purpose-built cybersecurity models from OpenAI.
• Built-in web search. Amazon launched built-in web search for OpenAI models on Bedrock so customers can ground responses in current information-while keeping data secure and answers accurate for time-sensitive questions without building and maintaining their own web-retrieval pipelines.

• Bedrock Managed Agents. Amazon launched a public preview of Bedrock Managed Agents, which is a managed service powered by OpenAI that makes it faster for enterprises to build and deploy production-ready AI agents.
• Open source leadership. AWS added to its leadership in open source agent-building.
  
  • Released Strands harness, a fully assembled, state-of-the-art agent harness that developers can get working with a single line of code and build custom agents that can run locally, on Bedrock AgentCore, or on a provider of their choice. Strands harness lowers the cost of agent tasks by 32% through greater token efficiency than other harnesses when using the same frontier models, while achieving equal or better accuracy.
  • Previewed Strands Box, an open source sandbox that gives developers the ability to define rules for agent behavior and access, helping to prevent autonomous agents from causing unintended harm. Strands Box is designed to enforce rules, no matter where your agent runs, whether that's on your desktop, in agents built using AgentCore on AWS, or elsewhere.
• AgentCore. Amazon drove continued rapid adoption of Amazon Bedrock AgentCore, AWS's fully managed service for building, connecting, and optimizing agents securely at scale using any model and open source framework, including Strands. AgentCore is built for developers and enterprises that need the robust infrastructure, controls, and tools necessary to run agents at production scale. Tens of thousands of customers currently use AgentCore, and they deployed 2x more agents in Q3 than the prior three quarters combined.
• Lambda. AWS recently topped a $1 billion annualized revenue run rate for Lambda, AWS's flagship serverless offering, which is used by enterprises like Samsung, Volkswagen, United Airlines, Mercedes-Benz, and Booking.com.
• Lambda Web Functions. AWS launched Lambda Web Functions to allow developers to run scalable, responsive web applications that serve global audiences on Lambda. Web Functions gives developers the flexibility to use a variety of popular web frameworks and iterate quickly, while Lambda handles scaling, multi-region distribution, and active CPU billing.
• AWS Continuum. AWS made AWS Continuum-an AI-powered security service that automatically discovers, prioritizes, validates, and remediates software vulnerabilities at machine speed-generally available. Also announced that it's bringing Continuum into Anthropic's Claude Code, OpenAI's Codex, and AWS's Kiro. Continuum is already being used by companies like Capital One, IBM, Infor, Luminate, and Robinhood.

• Amazon Quick. Amazon expanded Amazon Quick, an intelligent AI work companion, into Outlook, Word, PowerPoint, and Excel. It can also now keep running when your laptop is closed. Companies like Principal Financial Group, GoDaddy, Autodesk, BMW, Mondelēz, 3M, Southwest Airlines, EchoStar, and DXC are choosing Quick because it's built for work, connects to their company data, and keeps that data secure.

• Kiro Crew. AWS open-sourced Kiro Crew, a persistent workspace that remembers a developer's context, learns how they work, and coordinates multiple agents to work in parallel and run scheduled and long-running tasks unattended.
• DuckDB. Amazon acquired DuckLabs, the company behind the open-source data analysis tool DuckDB. With DuckDB, AWS customers will be able to write their SQL analytics query once and then execute using any AWS analytics service, so for the first time in analytics, customers will have zero migration or portability costs between query engines.
• TorchNeuron. Amazon made it even easier to adopt its custom AI accelerator, Trainium, with TorchNeuron. TorchNeuron lets developers run existing PyTorch code (which most already use) on Trainium without rewriting a thing.

Faster delivery, lower prices, and AI that helps you shop

• More selection. Amazon increased selection from notable brands like Banana Republic, Jean Paul Gaultier fragrances, Carolina Herrera fragrances, La-Z-Boy, The Farmer's Dog, and FAO Schwarz by more than 20% year-over-year.
• Savings. Amazon announced that it's helped customers save billions-averaging over $1,000 per customer each year for 100+ million customers-through everyday low prices, deals, free delivery, fuel savings, and prescription savings.
• Fastest speeds ever. Amazon delivered its fastest Q3 speeds ever for Prime members, with more than 1.5 billion items arriving same-day or overnight in the quarter.
• Amazon Now. Amazon continued expanding its ultra-fast delivery service, Amazon Now, which is now available in over 450 towns and cities around the world. The number of items ordered through Amazon Now is up 10x year-over-year.
• Groceries. Amazon continued growing its global Grocery business, with fresh groceries and everyday essentials growing about 3x faster than the rest of the store and representing about half of all units sold in Q3.
• Alexa for Shopping. Amazon continued to drive rapid adoption of Alexa for Shopping, its agentic shopping assistant, which was used by 400+ million customers in the last 12 months, with customer interactions up 570% year-over-year. Amazon added 100+ new capabilities to Alexa for Shopping so tasks that used to require multiple clicks-like building gift lists, adjusting Subscribe & Save deliveries, managing payments and memberships, and adding new delivery addresses-can now be completed with simple conversations.
• Amazon Pharmacy. Amazon made Amazon Pharmacy even faster with 3-hour prescription delivery now available in more than 350 cities. The number of customers using Amazon Pharmacy is up over 60% year-over-year, and repeat customers are up more than 50% year-over-year.

New devices and Alexa+ in more places

• Alexa+. Amazon expanded Alexa+ to Australia, India, and Japan, and made Alexa+ available for free to U.S. customers with compatible Fire TV devices.
• New devices. Amazon drove strong early demand for the launch of its most powerful devices lineup yet, with 34 new products across Echo, Kindle, Amazon Alexa Tablets, Fire TV, Ring, Blink, and Bee.

AI tools for sellers and advertisers

• Sellers. Amazon made it even easier for independent sellers to grow their businesses with new tools like Seller Assistant workflows (handles routine tasks like restocking and pricing around the clock), a plugin that integrates Seller Assistant into Amazon Quick and Anthropic's Claude, and the ability to manage listings, orders, and profitability across multiple channels directly from Seller Central.
• Advertisers. Amazon introduced Amazon Ads Agent for advertisers, bringing together Amazon's full offering under a single, AI-first platform. Backed by trillions of shopping, browsing, and streaming signals, Amazon Ads Agent supports advertisers at every step with insights, answers, and the ability to take action on their behalf.
• Full Funnel Campaigns. Amazon launched Full-Funnel Campaigns in Amazon Ads Agent for all U.S. advertisers, bringing sponsored ads, display, video, and streaming TV into a single campaign. Advertisers provide initial inputs, then Amazon's AI plans, executes, and continuously optimizes the rest.
  

Prime Video and Amazon MGM Studios

• Thursday Night Football. Amazon kicked off the fifth season of Thursday Night Football on Prime Video, averaging 17.7 million viewers through six games according to Nielsen, its best start ever and a 16% increase over last year's full-season average.
• NBA on Prime. Amazon debuted the second season of NBA on Prime in more than 200 countries, attracting more than 2 million viewers in the U.S. during its season-opening doubleheader, according to Nielsen.
• Reacher. Prime Video drew 66 million viewers globally for Season Four of Reacher in its first 28 days.
• Movies. Exceeded $1.2 billion in global box office so far in 2026 for Amazon MGM Studios, as audiences flocked to movies like Project Hail Mary and Verity.

Amazon Leo and Zoox

• Amazon Leo. Amazon remains on track to begin initial service of its Amazon Leo low Earth orbit satellite service later this year, and signed a strategic agreement with AT&T, which will be the first major U.S. telecom provider to offer Leo connectivity to enterprise and public-sector customers.
• Zoox. Amazon began offering paid rides to customers in Zoox autonomous robotaxis in Las Vegas and started testing in San Diego and Houston. Zoox is now operating in 12 U.S. cities.

Investing in employees and communities

• Built Together. Amazon introduced Built Together, a new $1 billion community investment in U.S. data center communities to provide increased support for priorities communities value most, including free community college and trades training, energy and water efficiency upgrades for schools, community buildings and homes, and flexible annual funding for local priorities like roads, fire equipment, affordable housing and food security.
• Disaster Relief. Amazon used its logistics network to donate and deliver 450,000+ emergency supplies to recovery efforts from flash floods in Nepal, wildfires in Washington, and a magnitude 7.4 earthquake in Colombia through its Disaster Relief Program.
• Hiring. Amazon announced plans to hire more than 300,000 seasonal, part-time, and full-time employees across its U.S. operations this holiday season.
• Employees. Amazon announced $1.5 billion+ investment to raise minimum starting pay for U.S. full-time operations employees to $20 an hour, and added a new grocery discount and lifetime banking benefit for its teammates.

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