Flipkart Boosts Walmart’s Market Performance and Ad Revenue Growth in Q1

Flipkart boosting Walmart’s market performance is one of the major highlights in the recent quarterly report of the company, as per Inc42. The Indian e-commerce giant, owned by the US retail company, was instrumental in driving Walmart International’s ad revenue growth for Q1, 2025.

Walmart’s CFO John David Rainey, said in the earnings call, “… Our advertising business across markets increased 50%, including Visio… Sam’s Club US ad business was up 21%, and we saw 20% growth in our international markets led by Flipkart.”

Flipkart’s Ad Revenue on the Rise

Flipkart’s ad sales growth was mentioned specifically by Walmart’s leadership during the earnings call. As more brands and sellers turn to Flipkart’s advertising solutions to reach millions of users, the platform has seen increased revenue from sponsored listings and performance ads.

Flipkart and China played a key role in boosting Walmart’s international business. During the quarter, international sales rose by 7.8% year-on-year to $32.1 billion. Walmart’s CFO, John Rainey, said that much of this growth came from Flipkart and China.

However, Walmart International’s operating income fell by 6.4% year-on-year to $1.4 billion due to “strategic growth investments for Flipkart, Walmex, and Canada”.

Senior vice president of investor relations at Walmart, Steph Wissink said that the US retail company is “proud of the progress” the Indian e-commerce company had made.

Fast Delivery Model Drives User Engagement

Flipkart has also enhanced its logistics and last-mile delivery infrastructure. Flipkart’s fast delivery model has proven to increase customer satisfaction and repeat shopping. Subsequently, sellers realize increased returns on advertising investments, encouraging even more advertisers onto the platform.

Earlier this week, it was reported that Flipkart is slowing the growth of its quick-commerce business to concentrate on the top six to eight cities to reduce expenses. Meanwhile, Zepto, Swiggy Instamart, and Blinkit are pumping in lots of money to expand faster. Flipkart’s decision does not align with the regulations announced by the Centre earlier this month.

Flipkart believes it is more intelligent to concentrate on large markets such as Delhi NCR, Mumbai, and Bengaluru, as more than 90% of its quick commerce orders are placed from these top cities.

Flipkart’s Strategic Role in Walmart’s Global Vision

Flipkart’s contribution to Walmart’s ads revenue growth is just one part of a broader strategy. Walmart continues to see India as a key market, and Flipkart remains central to that vision. By combining ad tech innovation with deep market penetration, Flipkart is helping Walmart build a modern, digital-first business model.

This quarter’s performance shows that Flipkart isn’t just an online marketplace—it’s becoming a full-service e-commerce platform offering marketing solutions, logistics, and customer insights. The platform’s role is no longer limited to sales only. It is now boosting Walmart’s market influence across Asia.