Amazon Ads
part of Amazon
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2026 by Rory O'Driscoll · said 1 times in 1 episodes since 2026 · across every show →
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Jan 22, 2026
O'Driscoll: All of Amazon's retail gross margin comes from ads
“Amazon ads, which has exploded from, you know, we don't talk about it because it's buried in the bigger business, but all the gross margin now comes from ads. The retail business, It's just an excuse to sell ads that makes all the margin, right? On the retail …”