
18 Feb 2026
ANavigator Weekly Amazon Digest | Week 7
Each week, we summarize the most important Amazon updates and explain what they mean for sellers — across ads, infrastructure, catalog, and margins.
Week 7 shows acceleration.
AI infrastructure is expanding. Advertising revenue keeps growing. Content is becoming measurable. Automation is moving deeper into campaigns and reporting.
Below is the breakdown.
Weekly Highlights
-
Amazon Q4 2025 Earnings: $200B CAPEX, Ads at $21.3B
-
$200B infrastructure investment and AI-driven ads
-
A+ Content Quality Analysis scoring
-
Flat File templates deadline
-
MCF 2026 Preferred Pricing and $50K credit cap
-
Search Query Performance in Vendor Central
-
Auto Campaign term and ASIN suggestions
-
Amazon Ads UI “All Tools” tab
1. Amazon Q4 2025 Earnings: AI and Ads Drive Growth
Amazon reported strong Q4 2025 results. $200B CAPEX is planned for 2026, mainly focused on AWS infrastructure. AWS grew 24% and reached a $142B annual run rate. Advertising revenue hit $21.3B, up 23% year over year.
Rufus is now used by nearly 300 million customers and generated $10B in incremental GMV. Users interacting with Rufus show higher purchase rates, which signals deeper AI integration into product discovery and conversion.

2. $200B Infrastructure Bet: PPC Becomes More Advanced
Amazon is investing heavily in computing infrastructure, including custom chips such as AWS Trainium and AWS Graviton. AWS chip-related revenue already reached $10B with strong growth.
More infrastructure supports faster data processing and more complex AI bidding models. Sponsored Products and DSP automation are expected to become more sophisticated. Campaign structure, segmentation, and clean data will play a larger role as systems become smarter.

3. A+ Content Quality Analysis: Performance Scoring Introduced
Amazon is rolling out an A+ Content Quality Analysis tool. The system evaluates readability, visual layout, and conversion-related elements. It also benchmarks your content against category leaders.
This introduces scoring into A+ content. Brands can now see gaps compared to competitors and adjust structure and visuals based on measurable feedback. A+ becomes part of performance optimization, not only branding.

4. Flat File Templates: Migration Deadline Approaching
Amazon updated flat file templates in late 2024. The parallel upload system ends in February 2026. After that, old templates will no longer work.
New required attributes may suppress listings if missing. Some variation themes are deprecated and need rebuilding. B2B offer structures have also changed, which can affect pricing feeds. Sellers managing large catalogs should review templates and required fields before the cutoff.

5. MCF 2026 Preferred Pricing: Understand the $50K Cap
The 2026 Multi-Channel Fulfillment Preferred Pricing program offers up to 15% outbound fee discounts and a $1 per unit FBA credit.
The FBA credit is capped at $50,000, which equals 100,000 units. High-volume sellers will reach this limit quickly. Savings should be modeled in two phases: before and after the credit cap is reached. Without separating the phases, margin forecasts may be inaccurate.

6. Search Query Performance Spotted in Vendor Central
Search Query Performance reporting has been seen inside Vendor Central. If fully rolled out, this gives 1P brands direct access to query-level performance data.
This reduces reliance on external tools and improves keyword-level decision-making. Vendors may gain transparency closer to what Seller Central users already have.

7. Auto Campaign Update: Suggested Terms and ASIN Expansion
Amazon added recommendation features inside Auto Campaigns. Sellers can now see suggested high-performing search terms and converting ASINs.
These can be added directly into manual keyword or product targeting campaigns. This simplifies scaling of proven queries and reduces manual search term mining.

8. Amazon Ads UI Update: “All Tools” Tab
Amazon Ads introduced a new “All Tools” tab inside the console. It centralizes reporting, Amazon Marketing Cloud, Brand Metrics, Data Manager, DSP reports, Attribution, and Creative Studio.
Previously, many of these tools were hidden across different sections. Centralized access may increase usage of advanced analytics and measurement features.

Week 7 reflects a clear pattern:
AI infrastructure continues to expand.
Advertising is a core revenue driver.
Content is being measured and benchmarked.
Automation is expanding inside ads and reporting.
Manual control is decreasing.
System understanding and structured execution are becoming more important.
If you want to stay updated on Amazon changes, subscribe to this blog below.
If you need support with PPC, DSP, analytics, or a long-term growth strategy, contact the ANavigator team at info@anavigator.co
Visit our website: anavigator.co
Follow our ANavigator Weekly Digest on LinkedIn – subscribe here.
— The ANavigator Team
LinkedIn page to contact us:
Author: Oleksandr Kovalov
Role: Founder & CEO @ ANavigator



