Latest Articles
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How Has The U.S. Online Advertising Market Grown Over The Last 10 Years, And What’s The Forecast Over The Next 5 Years?
The U.S. advertising market has seen a marked shift in dynamics over the last decade due to the rise of digital advertising . In terms of component growth, non-digital revenues are expected to decline due to budget shifts towards digital. Among d...
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A Detailed Look At Trends In Advertising Revenues For Google, Facebook And Amazon
Google, Facebook, and Amazon are some of the largest and most successful companies in the tech world. In 2018, Google, Facebook and Amazon posted total revenues of $137 billion, $56 billion and $233 billion respectively. Despite the multi-billion...
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Amazon Q1: Benefits Of Scale, Focus On Same Day Delivery
Amazon (NASDAQ:AMZN) reported its Q1 on April 25. The company beat consensus expectations on revenue (+17% y-o-y) and EPS (+$2.44 per share). Below are some highlights from the earnings announcement and call: Management’s announcement of ...
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What To Expect From Amazon’s Q1 Earnings
Amazon (NASDAQ:AMZN) is scheduled to report its Q1 earnings on April 25. The company’s Q4 results beat consensus expectations, despite issues in Indian operations and accounting changes due to Whole Foods. We expect the company to see sustained g...
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How Much Is Amazon Web Services Worth On A Standalone Basis?
Amazon (NASDAQ:AMZN) breaks out its business into three segments: North America : This segment generates revenue from retail sales of consumer products and subscriptions booked through North American stores. International : This segment gener...
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Can Profitability In North America Offset International Weakness For Amazon?
Amazon (NASDAQ:AMZN) saw strong y-o-y revenue growth in its fourth quarter, and also expanded its margins in North America, which resulted in strong cash flows. The company’s Q4 TTM free cash flow of $19.4 billion was up +134% y-o-y. We n...
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Can The Operating Leverage In Amazon’s Business Beat Its India Blues?
Amazon ‘s (NASDAQ:AMZN) reported its Q4 earnings on January 31. In addition to beating consensus estimates on revenue and EPS, the company more than doubled its trailing twelve months free cash flow. Amazon’s total revenue grew to $72.4 bil...
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What To Expect From Amazon’s Q4 Earnings
Amazon ‘s (NASDAQ:AMZN) Q4 earnings release on January 31 will be eagerly watched to understand the company’s standing in international markets, as well as the performance in the cloud market in the context of claims made by Oracle. We expe...
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Could Amazon Spin Off AWS?
Amazon ‘s (NASDAQ:AMZN) retail and cloud businesses have long had an interesting dichotomy, with the retail business historically burning cash and Amazon Web Services (AWS) generating solid profits. With the growth of Amazon’s retail busine...
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Is Amazon Fairly Valued?
Amazon (NASDAQ:AMZN) has evolved over the years from an online bookseller to a powerhouse that has the potential the disrupt any business landscape it enters. In recent years, Amazon has become a massive distribution platform and a dominant clou...
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Can Stripe Be Worth $30 Billion?
Payments processor Stripe recently raised a round of financing that valued the company at around $20 billion, a significant jump from its $9 billion valuation in 2016. With millions of businesses using Stripe’s platform to receive payments,...
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What To Expect From Amazon Through The End Of The Year After Stock Plunge
Amazon (NASDAQ:AMZN) announced its third quarter results on October 25, reporting a sustained high double digit (39%) year-over-year increase in net revenues to just under $56.6 billion. In addition to expected revenue growth across segments, th...
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Can Amazon Sustain Impressive Growth In Its Q3 Earnings?
Amazon (NASDAQ:AMZN) is scheduled to report its third quarter results on Thursday, October 25. The e-commerce giant has reported strong revenue growth in recent years, driven by Amazon Web Services (AWS) as well as its core commerce business. Am...
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How Much Will Amazon’s Other Services Contribute To Top Line Growth By 2020?
Amazon (NASDAQ:AMZN) has reported a steady revenue growth in recent years across revenue streams. Amazon’s core commerce operations include products sold on its websites and platforms, which make up over 60% of the company’s net reve...
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How Much Are Amazon’s Individual Divisions Worth?
Amazon’s (NASDAQ: AMZN) business has two main segments – the e-commerce business and cloud computing platform Amazon Web Services (AWS). The difference in the nature of these two businesses warrants analyzing them independently. Thus, we apply re...
