BREAKING: The Amazon Store & Ads Slowed. AWS Exploded.
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BREAKING: The Amazon Store & Ads Slowed. AWS Exploded.
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ナレーター：
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著者：
Amazon's Q3 was a split screen. Record 13.9% operating margin, AWS up 39%, and Jassy guiding AWS to grow more than 40% in both 2027 and 2028 - at a $184B run rate, that is adding another entire AWS in two years. The stock still fell about 11% in two days. The tells are the two lanes brands actually touch: the store (online stores +2%, product sales +2% while services grew +19%) and advertising (+26% in Q2 to +12% in Q3, with the Q4 guide at high teens).
Yes, Prime Day timing shifted about 400 basis points of the ad gap from Q3 to Q2. Timing is real. It does not explain all of it.
For brands: re-baseline Q2 and Q3 together before calling a trend, hold Q4 budgets until real holiday data lands, build DSP warm audiences from your own customer data, feed Amazon cleaner signals through the Conversions API, check inventory cover by week not month, and watch conversion, not just sessions. The test for Q4: if ads hit the high-teens guide, Q3 was a calendar problem. If they do not, it is a budget problem.