Financial analysts on January 1, 2026, are extensively reviewing Amazon's outlook for the new year, following a 2025 characterized by significant AI infrastructure investments and modest stock returns. Key insights point to an anticipated Prime membership fee increase in 2026, potentially adding $3 billion in annual revenue, as highlighted by JP Morgan's Doug Anmuth.
The company's strategic initiatives for 2026 include the commercial rollout of Amazon Leo satellite internet by March and a premium 'Remarkable Alexa' subscription. However, a looming FTC antitrust trial in October 2026 and intense cloud competition are significant challenges for Amazon to navigate.