
"The company pulled in $56 billion in advertising revenue in 2024 and another $13.9 billion in Q&A this year. Compared to Comcast NBC Universal bringing in just north of $2.6 billion in ad sales last year, Amazon did $13.9 billion in the first quarter of this year. Amazon's year-over-year ad revenue growth is roughly in line with Facebook and double that of Google."
The commentary highlights Amazon's dominant position and rapid growth in the advertising business, suggesting that its ability to leverage consumer data and technological capabilities is enabling it to outpace traditional media companies. This signals potential long-term competitive advantages in the digital ad space.
A Mania Is Brewing (EP. 431)
September 24, 2025
Company Opinion