Keep pulling the thread on Walmart Connect.
Walmart is partnering with OpenAI and Alphabet to build new agentic commerce experiences.
Walmart customers who use the AI assistant Sparky have an average order value approximately 35% higher than customers who do not use it.
For the full year, Walmart's revenue grew by approximately 5% in constant currency, adding $35 billion and exceeding $700 billion for the first time.
Walmart grew its adjusted operating income by 5.4% for the full year, despite a 300 basis point headwind from increased claims expenses.
Walmart's global advertising businesses increased revenue by 37% in Q4.
Walmart Connect in the U.S. grew its revenue by 41% in Q4.
The combination of advertising income and membership fees represented nearly one-third of Walmart's operating income in Q4.
Walmart's e-commerce sales grew nearly 25% for the full year, exceeding $150 billion for the first time.
Walmart's global advertising businesses generated $6.4 billion in revenue for the full year, a 46% increase.
For the full year, Walmart expects constant currency sales to grow between 3.5% and 4.5%.
Walmart expects full-year operating income to grow between 6% and 8%.
Walmart expects full-year EPS to be in the range of $2.75 to $2.85.