Highlights from Amazon's third quarter

Summary

• Amazon announced third-quarter financial results on October 29.
• 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 others.
• Fortune 500 companies spent nearly 7x more year-over-year on Amazon Bedrock, while total Bedrock token volume grew nearly 17x year-over-year.
• Amazon expanded Bedrock's model selection to include OpenAI's GPT-6 Astra, GPT-6 Sol, GPT-6 Luna, GPT-6.1 Sol, Anthropic's Claude Fable 5.1, Opus 5.5, Sonnet 5.5, Haiku 5.5, Moonshot AI's Kimi K3, SpaceXAI's Grok 4.7, Z.ai's GLM 5.3, and two OpenAI cybersecurity models.
• Amazon launched built-in web search for OpenAI models on Bedrock to ground responses in current information while maintaining data security.
• Amazon launched a public preview of Bedrock Managed Agents, a managed service powered by OpenAI for building production-ready AI agents.
• AWS released Strands harness, a fully assembled agent harness that lowers agent task costs by 32% through greater token efficiency.
• AWS previewed Strands Box, an open source sandbox designed to enforce rules for agent behavior and access.
• Tens of thousands of customers use Amazon Bedrock AgentCore, which saw 2x more agents deployed in Q3 than the prior three quarters combined.
• AWS Lambda topped a $1 billion annualized revenue run rate.
• AWS launched Lambda Web Functions to allow developers to run scalable web applications on Lambda.
• AWS made AWS Continuum generally available as an AI-powered security service that discovers, prioritizes, validates, and remediates software vulnerabilities.
• AWS Continuum is being integrated into Anthropic's Claude Code, OpenAI's Codex, and AWS's Kiro.
• Amazon expanded Amazon Quick into Outlook, Word, PowerPoint, and Excel, with the desktop app now generally available.
• AWS open-sourced Kiro Crew, a persistent workspace that coordinates multiple agents to work in parallel.
• Amazon acquired DuckLabs, the company behind the open-source data analysis tool DuckDB.
• Amazon made TorchNeuron generally available to let developers run existing PyTorch code on AWS Trainium chips without rewriting code.
• Amazon increased selection from notable brands by more than 20% year-over-year.
• Amazon helped customers save over $1,000 per customer each year for 100+ million customers through everyday low prices, deals, free delivery, fuel savings, and prescription savings.
• Amazon delivered its fastest Q3 speeds ever for Prime members, with more than 1.5 billion items arriving same-day or overnight.
• Amazon Now is now available in over 450 towns and cities, with items ordered up 10x year-over-year.
• Fresh groceries and everyday essentials grew about 3x faster than the rest of the store, representing about half of all units sold in Q3.
• Alexa for Shopping 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 to enable tasks via simple conversations.
• Amazon Pharmacy now offers 3-hour prescription delivery in more than 350 cities, with customer usage up over 60% year-over-year.
• Amazon expanded Alexa+ to Australia, India, and Japan, and made it free for U.S. customers with compatible Fire TV devices.
• Amazon launched 34 new products across Echo, Kindle, Amazon Alexa Tablets, Fire TV, Ring, Blink, and Bee.
• Amazon introduced Bee Frontier and Bee Eclipse, two new AI products from Bee.
• Amazon introduced Seller Assistant workflows to handle routine tasks like restocking and pricing for independent sellers.
• Amazon introduced Amazon Ads Agent, an AI-first platform that brings sponsored ads, Full-Funnel Campaigns, and Display, Video, and Audio together.
• Amazon launched Full-Funnel Campaigns for all U.S. advertisers to unify sponsored ads, display, video, and streaming TV into a single campaign.
• Thursday Night Football averaged 17.7 million viewers through six games, a 16% increase over last year's full-season average.
• NBA on Prime debuted in more than 200 countries, attracting more than 2 million viewers in the U.S. during its season-opening doubleheader.
• Prime Video drew 66 million viewers globally for Season Four of Reacher in its first 28 days.
• Amazon MGM Studios exceeded $1.2 billion in global box office in 2026.
• Amazon remains on track to begin initial service of Amazon Leo low Earth orbit satellite service later this year.
• Amazon signed a strategic agreement with AT&T to offer Leo connectivity to enterprise and public-sector customers.
• Amazon began offering paid rides in Zoox autonomous robotaxis in Las Vegas and started testing in San Diego and Houston.
• Zoox is now operating in 12 U.S. cities.
• Amazon Leo has launched nearly 400 satellites across 14 missions.
• Amazon introduced Built Together, a $1 billion community investment in U.S. data center communities.
• Amazon donated and delivered 450,000+ emergency supplies to recovery efforts from flash floods in Nepal, wildfires in Washington, and an earthquake in Colombia.
• Amazon plans to hire more than 300,000 seasonal, part-time, and full-time employees across its U.S. operations this holiday season.
• Amazon announced a $1.5 billion+ investment to raise minimum starting pay for U.S. full-time operations employees to $20 an hour.