Amazon recently provided a bit of granularity on their growth rates by business that helps to illustrate total size of Amazon Prime (65 million members) and the rate at which Prime subscriptions are growing.
A few points to note:
- Retail products are growing at a slower rate due to law of large numbers but still accelerated in 2016.
- 3rd party is growing at a 40% clip and continues to be the 2nd largest revenue category.
- Other which includes advertising and co-branded credit cards remains small but has exploded as Amazon has focused on providing 3rd party sellers with tools to sell more through keywords and banner ads.
- Prime and AWS growth rates have slowed but remain above 40% and 50% respectively.