"It's very different having 24% year-over-year growth on $142 billion annualized run rate than to have a higher percentage growth on a meaningfully smaller base, which is the case with our competitors. We continue to add more incremental revenue and capacity than others, and extend our leadership position."
"More of the top 500 U.S. startups use AWS as their primary cloud provider than the next two providers combined. We're adding significant easy to core computing capacity each day."
"We consistently see customers wanting to run their AI workloads where the rest of their applications and data are. We're also seeing that as customers run large AI workloads on AWS, they're adding to their core AWS footprint as well."
AWS reported $35.6 billion in cloud-service revenue in the fourth quarter of 2025, a 24% year-on-year increase and the largest quarterly growth rate in 13 quarters. The business segment reached an annualized revenue run rate of $142 billion and operating income increased to $12.5 billion from $10.6 billion year-over-year. Growth was driven by new agreements with Salesforce, BlackRock, Perplexity and the U.S. Air Force. AWS added more than a gigawatt of power to its data-center network in the quarter. Enterprise migrations from on-premises infrastructure and rising AI workload demand further expanded core AWS usage. AWS continued adding incremental revenue and capacity at scale compared with competitors.
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