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Q2 2025 Reports
AMAZON
Amazon’s performance during quarter two experienced mixed outcomes. In terms of positive events, Amazon’s revenue growth expanded this quarter by 9% with sales ranging between $159.0 billion and $164.0 billion. Furthermore, Amazon’s Web Services (AWS) also experienced an even larger increase of 17% which benefits user’s experiences by enabling flexibility during their shopping and cost-effectiveness. Amazon has continued to invest further into AI and use it for user’s personal recommendations and other customer services. On the negative side, Amazon’s advertising revenue seemed to experience a slow down since quarter one due to various macroeconomic impacts and tariffs. In addition, Amazon has stated the heavy impact tariffs have had on Amazon’s overall performance and not only influencing the company but also the customers. Finally, Amazon experienced a generally significant decrease in their cpm by $1.69.
ROKU
Roku has also experienced a mix in its performance during quarter two of 2025. Roku did reach a higher revenue point of $1.02 billion surpassing the original $1.01 billion, and thus experiencing a 15.8% year over year increase. Roku has also had a rise in user subscriptions after their input of the FRNDLY feature which helps integrate a variety of channels all for one user. Roku added on to expanding its subscriptions by partnering with services such as Apple TV by allowing users to experience free seasons from certain shows and free month trials. On the downside, it has been reported that Roku’s device revenue has declined by 3% and similar to Amazon, the tariffs have imposed a challenge for Roku’s growth. In addition, Roku also experienced a decrease in their CPM as quarter one’s cpm was $24.40 for Roku, and quarter two was reported to have a $23.85 cpm. Nevertheless, Roku has reported some solid and beneficial growth in revenue and user subscriptions which is crucial to their platform.
SNAPCHAT
Snapchat focused generally on growth and expansion during quarter two of 2025. The platform reported an average of 7.9% increase in their revenue growth which was almost half of that of quarter one and a decrease in CPM and ROAS. However, Snapchat has also expanded in other fields. To go into specifics, the platform has expanded their advertisement base from just big and successful platforms to other smaller and medium sized businesses allowing a more diversified range of possible ad customers. In addition, Snapchat reported a 52% increase in user subscriptions (Snapchat+) which is quite significant compared to other quarters.
For the second quarter of 2025, Pinterest has reported a revenue between $960 million and $980 million representing a 13.5% year over year increase which is fairly significant. Specifically, our reports show that Pinterest’s Adjusted EBITDA (a financial term that is used to determine a company’s operating profitability) is in the range between $217 million to $237 million. User growth had also improved during quarter two with Pinterest experiencing a 14% increase. Similar to quarter one, Pinterest has continued to integrate AI tools throughout their website to ease user’s experience by recommending more favorable content and ads. Furthermore, Pinterest’s use of Pinterest Lens (visual search) drives users to a more likely change of purchasing a given item that is showcased on the page. Overall, Pinterest has had a very successful performance during quarter two with not only their revenue and user growth increasing, but their CPM experiencing an increase as well.
META
Meta was hoping for a quarter two revenue between $42.5 billion and $45.5 billion, and managed to achieve that goal with their reported revenue being $44.8 billion and a 14.7% year-over-year increase. Furthermore, Meta has reported that their EPS (earnings per share) for quarter two increased by 14% which means the EPS reached about $5.88. Similar to other platforms, Meta has heavily leaned into integrating AI throughout their platform which has resulted in great benefits with meta experiencing improved ad performance, increased Reels conversions, and enhanced user engagement on platforms like Facebook and Threads. In addition, Meta has hinted at monetizing WhatsApp with the platform’s current integration of AI features and our research has shown that this action would likely cause substantial revenue growth in this field. On the down side, Meta’s venture into the metaverse has experienced significant losses which raises many questions about the long term stance of this field and how greatly it will impact Meta’s profit.
During quarter two of 2025, Instagram has increased its user base to 2.6 billion with regions such as Africa and Asia-Pacific increasing in the number of users. In addition, Instagram has reported a 17.05% year over year revenue increase. Reels have proved to be one of the most profitable and favorable content from Instagram as the feature has attracted the most users and continues to enhance user engagement. Second to reels, carousel posts are also quite popular amongst users as they allow users to take time by swiping through the slides. Integrating AI into the platform has reported to cause a 5% increase in ad impressions and 10% increase in average ad prices during quarter two. Overall, Instagram has experienced a quite successful quarter two with more users and interaction being shown throughout the platform.
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