Amazon's AI Windfall Gains it Edge over Disney
Amazon.com (AMZN +1.54%) and Walt Disney (DIS -0.76%) are two massive companies navigating shifting consumer habits and technological advancements in their respective markets.
The case for Amazon is its vast ecosystem of online marketplace, high-margin Amazon Web Services (AWS) division, and significant relationships with shipping providers for logistics.
In FY 2025, revenue reached $716.9 billion, representing a 12.4% growth over the prior year, with net income of $77.7 billion and a net margin of 10.8%.
Amazon's AWS division is a key driver of its success, with second-quarter revenue growing 37% year-over-year to $42.2 billion, fueled by artificial intelligence adoption.
On the other hand, Disney distributes entertainment through its studios, theme parks, and direct-to-consumer streaming services, including Disney+ with 132 million paid subscribers as of late 2025.
Disney's FY 2025 revenue was $94.4 billion, a 3.4% increase from the prior year, with net income reaching $12.4 billion and a net margin of 13.1%.