The Workforce AI Index · Consumer Cyclical
Amazon (AMZN)
Fulfillment network with a large technology office. Read October 1, 2026 from the annual report for the period ending 2025-12-31, filed 2026-02-06. Ranked 15 of the 39 Consumer Cyclical companies read so far, by the share within reach now: the sector.
An online retailer and cloud provider whose filing states one total and no breakdown, read from its facility footprint: most of the workforce in fulfillment and sortation, a quarter in offices split between retail technology and cloud infrastructure by description.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 19% now, 29% at the end of 2027, 33% at the end of 2028, 35% at the end of 2030. By the patterns, the work is about 35% desk work, 12% people work and 53% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 65% of the working time stays with people (conversation, in-person and hands-on work), 23% becomes checking a model's work and 9% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
1,576,000 employees as of 2025-12-31 (stated). The filing does not state a U.S. headcount; it gives facilities by North America and International only.
The filing: “As of December 31, 2025, we employed approximately 1,576,000 full-time and part-time employees.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Warehousing and Storage | 70% | No headcount by segment is stated, so this is (b): the properties table shows 726 million square feet of 'fulfillment, data centers, and other' against 68 million of office space and 25 million of physical stores; at about 700 square feet a person in fulfillment, 200 in offices and 400 in stores, scaled to the stated 1,576,000, fulfillment and sortation work is about seven tenths of the workforce. |
| Software Publishers | 17% | By (b) the office footprint supports about a quarter of the workforce in offices; by (c), the business description, most office staff build and run the online stores, advertising and devices, which fits the software publisher pattern better than any other; the split from AWS below is by description, not count. |
| Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services | 8% | By (c): Amazon Web Services is a reported segment with its own data centers inside the 'fulfillment, data centers, and other' footprint, and the filing gives it no headcount, so a share of the office and data center staff is assigned to the computing infrastructure pattern by description. |
| Food and Beverage Retailers (4451 and 4452 only) | 5% | By (b): the filing counts 615 North America physical stores with about 25 million square feet, which at about 400 square feet a person is about five percent of the workforce, read as food and beverage retail since the stores are mainly grocery. |
What the filing says about the workforce: Full-time and part-time employees; the filing says independent contractors and temporary personnel supplement the workforce and are not counted. Over 300,000 employees have taken part in Career Choice. Competition for personnel is described as intense for software engineers and other technical staff.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Warehousing and Storage, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Coupang, Inc. (CPNG, 108,000 employees)17% now, 21% by 2028
- GXO Logistics, Inc. (GXO, 105,000 employees)17% now, 22% by 2028
What the filing says about AI
29 sentences in the filing name AI. AI appears as a talent and competition topic (competition for engineers 'including for artificial intelligence and machine learning technologies'), as products and services, and in risk factors; the human capital section itself does not describe AI in the company's own operations.
- “Developers and Enterprises We serve developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a broad set of on-demand technology services, including compute, storage, database, analytics, artificial intelligence and machine learning, and other services.”
- “Our current and potential competitors include: (1) physical, e-commerce, and omnichannel retailers, publishers, vendors, distributors, manufacturers, and producers of the products we offer and sell to consumers and businesses; (2) publishers, producers, and distributors of physical, digital, and interactive media of all types and all distribution channels; (3) web search engines, comparison sho...”
- “The internet and other technologies including artificial intelligence facilitate competitive entry and comparison shopping, which enhances the ability of new, smaller, or lesser-known businesses to compete against us.”
- “Competition for qualified personnel is intense, particularly for software engineers, computer scientists, and other technical staff (including for artificial intelligence and machine learning technologies), and constrained labor markets have increased competition for personnel across other parts of our business.”
- “Ng 49 Managing General Partner, AI Fund, L.P.”
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-12-31 | 1,576,000 | 2026-02-06 | 10-K |
| 2024-12-31 | 1,556,000 | 2025-02-07 | 10-K |
| 2023-12-31 | 1,525,000 | 2024-02-02 | 10-K |
| 2022-12-31 | 1,541,000 | 2023-02-03 | 10-K |
| 2021-12-31 | 1,608,000 | 2022-02-04 | 10-K |
| 2020-12-31 | 1,298,000 | 2021-02-03 | 10-K |
| 2019-12-31 | 798,000 | 2020-01-31 | 10-K |
| 2018-12-31 | 647,500 | 2019-02-01 | 10-K |
| 2017-12-31 | 566,000 | 2018-02-02 | 10-K |
| 2016-12-31 | 341,400 | 2017-02-10 | 10-K |
| 2015-12-31 | 230,800 | 2016-01-29 | 10-K |
| 2014-12-31 | 154,100 | 2015-01-30 | 10-K |
| 2013-12-31 | 117,300 | 2014-01-31 | 10-K |
| 2012-12-31 | 88,400 | 2013-01-30 | 10-K |
| 2011-12-31 | 56,200 | 2012-02-01 | 10-K |
| 2010-12-31 | 33,700 | 2011-01-28 | 10-K |
| 2009-12-31 | 24,300 | 2010-01-29 | 10-K |
| 2008-12-31 | 20,700 | 2009-01-30 | 10-K |
| 2007-12-31 | 17,000 | 2008-02-11 | 10-K |
| 2006-12-31 | 13,900 | 2007-02-16 | 10-K |
| 2005-12-31 | 12,000 | 2006-02-17 | 10-K |
| 2004-12-31 | 9,000 | 2005-03-11 | 10-K |
| 2003-12-31 | 7,800 | 2004-02-25 | 10-K |
| 2002-12-31 | 7,500 | 2003-02-19 | 10-K |
| 2001-12-31 | 7,800 | 2002-01-24 | 10-K405 |
| 2000-12-31 | 9,000 | 2001-03-23 | 10-K405 |
| 1999-12-31 | 7,600 | 2000-03-29 | 10-K |
| 1998-12-31 | 2,100 | 1999-03-05 | 10-K |
| 1997-12-31 | 614 | 1998-03-30 | 10-K405 |
Limits of this reading
- No segment or location headcounts are stated; the pattern shares rest on the properties footprint (b) and, for the office split, on the business description (c).
- The U.S. share is not stated.
Source: the company's annual report on EDGAR, accession 0001018724-26-000004, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
Questions about this company
- How much of Amazon's working time is within reach of AI?
- An estimated 19% now and 33% by the end of 2028, on METR's long-run pace at four in five, from the workforce Amazon's own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Amazon employ?
- 1,576,000 as of December 31, 2025, as its annual report for the period ending December 31, 2025 states.
- What kinds of work make up Amazon's workforce?
- Read from its annual report as a blend of 4 industry staffing patterns, the largest Warehousing and Storage; by those patterns the work is about 35% desk work, 12% people work and 53% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Amazon's annual report say about AI?
- 29 sentences in the filing name AI. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 1, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.