Amazon ad revenue jumps 24% as AWS reaccelerates, Reddit ad revenue rises 74% on Reddit Max, Hightouch raises $150 million for agentic marketing, and Klaviyo opens Customer Agent to brand-built skills
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Amazon ad revenue jumps 24% as AWS reaccelerates, Reddit ad revenue rises 74% on Reddit Max, Hightouch raises $150 million for agentic marketing, and Klaviyo opens Customer Agent to brand-built skills
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Amazon's Q1 2026 results landed on 1 May with advertising services revenue of $17.24B, up 24% year on year and ahead of consensus. Trailing twelve-month ad revenue is now over $70B — larger than the entire AWS business in 2018. AWS itself reaccelerated to 28% growth, its fastest pace in 15 quarters, with the AWS AI services run rate above $15B and the Trainium chip business above $20B. Capex hit $44.2B in the quarter. Retail media as a category just crossed a credibility line.
Reddit posted Q1 2026 ad revenue up 74% to $625M. Reddit Max — the AI-managed campaign product launched in beta on 5 January — is reported by Reddit to deliver 17% lower CPA and 25% more conversions for advertisers using it. Reddit was also explicit that search usage is growing alongside ads. SMB performance budgets are migrating into AI-managed campaign products faster than the larger platforms can absorb them.
Hightouch raised a $150M Series D at a $2.75B valuation on 27 April, led by Goldman Sachs Growth and Bain Capital Ventures. The capital funds expansion of its Agentic Marketing Platform. The round is the first serious venture validation of "agentic CDP" as a category — a direct competitive read against Adobe's Semrush move covered Saturday and the suite-led incumbents Hightouch is positioned to disintermediate.
Klaviyo announced Custom Skills for Customer Agent on 30 April — a managed-beta release that lets brands extend their Klaviyo-built AI customer service agent with bespoke logic in plain language, on the same CRM that runs their marketing. The pitch is that every customer conversation gets written back to the marketing profile, closing the loop between service, lifecycle and acquisition.
Watchlist: Pinterest reports Q1 2026 today after market close — the read on AI shopping and CTV via TVScientific is the substance behind the headline; and DeepSeek shipped V4 on 3 May, putting renewed open-weight pressure on the frontier-cost conversation just as US labs raise capex guidance.
The throughline today: AI is no longer the demo. It is the line item. Amazon, Reddit and Klaviyo are reporting outcomes; Hightouch is being priced on the category's future. The operator's job is to tell the difference between products with revenue, products with valuation, and products with neither.