Noesion Radarnoesion.ai
Market2026-08-03

On an Aug. 2026 Q2 2026 earnings call, Amazon CEO Andy Jassy said active users of Alexa for Shopping — the agentic AI shopping assistant that replaced Rufus in May 2026 — nearly doubled year over year, with interactions up five times. More than 350 million shoppers have used the assistant over the past 12 months. Jassy said U.S. customers who use Alexa for Shopping spend about 40% more per order than non-users, and shoppers who try Alexa+ join Prime at nearly 25% higher rates. Items delivered same day or overnight rose 40% year over year in the first half of 2026, and CFO Brian Olsavsky said Prime membership grew double digits. Amazon reported Q2 net sales up 20% to $200.6 billion and operating income up 43% to $27.5 billion.

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