Amazon’s Robot Army Hits 1 Million—Is This the Future of Fast Delivery?

Amazon.com reported robust financial results for the third quarter of 2025, highlighting both progress and challenges across its business segments. Total revenue reached $180.2 billion, marking a year-over-year increase of 12% when adjusting for foreign exchange impacts. Operating income was reported at $17.4 billion, however, this was impacted by two significant expenses: a $2.5 billion FTC settlement and $1.8 billion in estimated severance costs. Excluding these, operating income would have exceeded $21 billion. Amazon Web Services (AWS) is a focal point of Amazon’s growth, achieving a 20.2% increase in year-over-year revenue, a rate not seen in 11 quarters. The backlog grew to $200 billion, excluding some large October deals. However, substantial investment in expanding cloud infrastructure, particularly for AI workloads, is impacting AWS’s profitability due to higher depreciation expenses. With additional capacity plans underway, AWS is strategically positioned yet faces pressure to demonstrate efficient returns on these substantial investments.