Latest Articles
-
Amazon’s International Segment Expected To Grow The Slowest Over Coming Years
Amazon (NASDAQ:AMZN) makes money through its consumer ventures (online and offline retail sales, search advertising, content streaming etc) and cloud services (rental of compute, storage etc) and competes with industry leaders in the retail as w...
-
Can eBay Notch Up Higher Revenue Growth Than Amazon’s Retail Arm This Holiday Season?
For the last 15 quarters, Amazon’s retail revenue growth has averaged 26.3% versus eBay’s 6.5% (on a year-on-year basis). However, the last four quarters have seen significant weakness with Amazon’s retail revenue growth averagi...
-
Why An Amazon-Oracle Merger Is A Very Real Possibility
Per Trefis analysis, a merger of Amazon (NASDAQ:AMZN) and Oracle (NYSE:ORCL) could unlock significant value. While the idea may sound very ambitious, in order to keep itself at the top of the cloud technology food-chain, Oracle may be the best ac...
-
How Uber’s Losses Compare With Amazon’s Losses In Its Early Years
Ride-hailing major Uber (NYSE:UBER) indicated that it wants to be the “Amazon of transportation,” targeting a wide range of transportation services. In this analysis, we take a look at how Uber’s financials and losses compared w...
-
Is Shopify Overvalued?
Shopify – an e-commerce platform that allows businesses to create and run online stores – has seen its stock soar by close to 10x since its 2015 IPO. The company has two revenue streams – namely Subscriptions (which gives users...
-
Did Same Day Delivery Lead Amazon’s Q2 Results Higher?
Amazon (NASDAQ:AMZN) is scheduled to report its Q2 on July 25. The company’s Q1 had come ahead of consensus expectations on revenue (+17% y-o-y) and EPS (+$2.44 per share). Going into Q2, we will be looking for updates around: Incremental...
-
Why Is Shopify Stock Up 10x Since Its IPO?
Shopify (NYSE:SHOP) – an e-commerce platform that allows businesses to create and run online stores – has seen its stock soar by close to 10x since its 2015 IPO. The company has two revenue streams – namely Subscriptions (which ...
-
Can Amazon’s Advertising Revenues Reach $60 Billion in 5 years?
Amazon’s (NASDAQ:AMZN) advertising revenue growth over recent years, while logical, has come as a surprise to most. After all, Amazon is one of the world’s largest retailers, and its retail business has been dominated by its e-comme...
-
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...
-
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...
-
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 ...
-
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...
-
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...
-
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...
-
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...
