Cov nyiaj tseem ntws tawm txawm tias muaj kev txhawj xeeb txog kev lag luam, tab sis Wall Street xav paub ntau npaum li cas ntawm cov nyiaj no tau siv rau Amazon.com Inc.
"Cov xov xwm zoo yog cov neeg siv khoom tseem siv," DA Davidson tus kws tshuaj ntsuam Tom Forte hais rau MarketWatch. "Cov xov xwm phem yog lawv tsis siv nyiaj hauv e-lag luam."
Thaum Amazon
AMZN,
tshaj tawm cov nyiaj tau los peb lub hlis twg rau hnub Thursday yav tav su, cov tub ua lag luam yuav pom tias cov kev txhawj xeeb no puas siv tau. Qhov kev ntxhov siab no feem ntau yog raws li kev xav tau ntawm kev xav tau hauv online raws li cov neeg siv khoom txuag lawv cov kev siv nyiaj rau "kua zaub ntsuab taug kev” thiab concerts, lossis rau cov khoom noj khoom haus thiab cov nqi roj thaum muaj kev nce nqi ntau xyoo.
Cov khw muag khoom thoob plaws hauv Asmeskas tau txiav cov nqi kom tshem tawm cov khoom lag luam tom qab cov khoom lag luam qeeb thiab cov neeg siv khoom lag luam piv rau cov khoom lag luam sab laug nrog cov khaub ncaws tsis xav tau, khoom siv hluav taws xob thiab cov khoom lag luam offseason. Forte tau hais tias Amazon qhov kev txiav txim siab tuav qhov thib ob Prime Day kev yuav khoom xyoo no qhia tias tus neeg muag khoom hauv online tuaj yeem cuam tshuam nrog cov teeb meem zoo sib xws.
Nws tau hais tias "Ib qho kev txhais ntawm qhov muaj qhov xwm txheej yog Amazon xav tau lub sijhawm los tshem tawm qee cov khoom muag, lossis Amazon muab cov neeg muag khoom thib peb ntawm nws lub platform los ua qhov ntawd," nws hais.
Txawm li cas los xij, Sucharita Kodali, tus kws tshuaj ntsuam xyuas ntawm Forrester Research, hais rau DA Davidson cov kws tshuaj ntsuam xyuas tias Amazon tau hloov kho Prime Day txhua xyoo, raws li tsab ntawv tshawb fawb lub lim tiam no. Thiab nws tau hais tias qhov kev txiav txim siab tuaj yeem pab Amazon los ntawm rub cov khoom muag hnub so rau lub Kaum Hli thiab "(blunting) cuam tshuam ntawm cov neeg sib tw kev tshaj tawm hauv lub Kaum Ib Hlis thiab Kaum Ob Hlis."
Amazon ntshai tsis xaus nrog kev yuav khoom online, txawm li cas los xij. Vim Amazon tab tom loj hlob thoob ntiaj teb, cov nyiaj muaj zog dua yuav ua rau muaj teeb meem. Tseem muaj cov lus nug txog seb puas muaj kev lom zem kev nqis peev loj - xws li Thursday Night Football thiab "Tus Tswv ntawm Rings: Lub Rings ntawm lub hwj chim" - yuav them tawm. Thiab raws li lub caij ntuj sov caij so rau lub caij nplooj ntoos zeeg ntxiv mus rau lub caij nplooj zeeg txhua xyoo, cov kws tshuaj ntsuam yuav zoo li yuav saib xyuas cov ntsiab lus ntawm seb cov neeg siv khoom puas tau ceev faj ntxiv.
Kev thov rau Amazon lub lag luam AWS, Forte tau hais tias, tuaj yeem txhawb nqa los ntawm kev lag luam 'kev siv zog txuag nyiaj ntawm kev siv tshuab, raws li lawv sib cav nrog lawv tus kheej cov nqi nce. Tab sis nws tsis ntseeg txog lub tuam txhab kev siv zog kom tau nyiaj ntawm NFL ntawm Hnub Thursday Hmo Ntuj Football thiab "Lub Rings of Power," kev hloov pauv ntawm JRR Tolkien's fantasy novels.
Cov ntaub ntawv xov xwm sib txawv tau muab tus nqi nthuav tawm "Lub Nplhaib ntawm Lub Hwj Chim" - cov yeeb yaj kiab ua ntej rau Tolkien cov phau ntawv muaj nyob ntawm Amazon Prime - ntawm txhua qhov chaw los ntawm $ 715 lab rau nce mus txog $ 1 billion. Amazon's 11-xyoo kev pom zoo los nqa Thursday Night Football games rau Prime Video xyoo no yuav raug nqi kwv yees li $ 1 nphom txhua xyoo, raws li cov lus ceeb toom.
Tab sis tom qab Amazon tau nce nws tus nqi koom nrog US Prime los ntawm $ 20 xyoo no Txhawm rau tiv thaiv tus nqi nce ntxiv, Forte tau hais tias nws xav paub ntau npaum li cas Amazon cov neeg yuav khoom thaum kawg mob siab txog kev ncaws pob thiab kev xav.
CNBC tshaj tawm tias Amazon thawj hnub Thursday Night Football game kos cov ntaub ntawv Prime kos npe hauv ib teev. Thaum Rotten Tomatoes thuam rau "Rings of Power" sawv ntawm 85%, qhov nruab nrab cov neeg tuaj saib tau qhab nia rau koob yog 39%.
"Kuv cia siab tias Amazon yuav hais lus zoo li qhov ua tau txog ob qho tib si 'Tus Tswv ntawm Rings' thiab Thursday Night Football, vim tias lawv tau nqis peev ntau," Forte tau hais. "Tab sis kuv xav tias lawv muaj kev pheej hmoo ntawm kev poob npe rau Prime. Koj tsis xav them 20 bucks ntxiv yog tias lawv tsis yog Tolkien cov kiv cua lossis lawv tsis yog cov kiv cua football. "
Tseem, Wall Street cia siab tias Amazon yuav ua rau cov nyiaj tau los hauv peb lub hlis twg, tom qab ob peb lub hlis twg poob vim qhov nce nqi thiab nws cov peev hauv kev tawm tsam hluav taws xob-tsheb tuam txhab Rivian Automotive Inc.
RIVN,
Thiab Amazon's AWS huab-kev pabcuam kev lag luam yuav tsum nyob twj ywm qhov chaw kaj lug ntawm lub tuam txhab cov nyiaj tau los.
Tab sis tom qab ob qhov kev poob ncaj qha, cov txiaj ntsig tseem yuav tuaj txog thaum Amazon sim ua kom nruj ua haujlwm thaum muaj kev txhawj xeeb ntawm kev lag luam poob qis. Nyuam qhuav pib lub hlis no, New York Times tau tshaj tawm tias Amazon yuav ncua kev ua lag luam-qib ntiav hauv nws cov khw muag khoom lag luam. Amazon tseem muaj rub rov qab qhib cov chaw tshiab, qee cov ntaub ntawv qhia, thiab yog txwv tsis pub kuaj ntawm tus neeg xa khoom hauv tsevRaws li kev tshaj tawm los ntawm Bloomberg.
Dab tsi tshwm sim
Nyiaj tau los: Cov kws tshuaj ntsuam xyuas los ntawm FactSet cia siab tias Amazon yuav khwv tau 22 xees ib feem hauv lub quarter thib peb, nqis los ntawm 31 xees nyob rau lub sijhawm ib xyoos dhau los. Cov neeg koom nrog rau Kev Ntsuas - lub platform uas muaj neeg coob coob uas sau cov kev kwv yees los ntawm Wall Street cov kws tshuaj ntsuam xyuas nrog rau cov kws tshuaj ntsuam xyuas kev yuav khoom, cov thawj tswj hwm nyiaj txiag, cov thawj coj hauv tuam txhab, cov kws tshaj lij thiab lwm tus - tab tom npaj cov nyiaj tau los ntawm 26 xees ib feem ntawm qhov nruab nrab.
Amazon tshaj tawm kev poob hauv thawj zaug thiab lub quarter thib ob, nram qab no a Kev poob qis hauv Rivian tus nqi Tshuag tshaj xyoo no. Amazon qhov poob hauv thawj peb lub hlis twg yog nws thawj zaug hauv xya xyoo.
Cov nyiaj tau los: Cov kws tshuaj ntsuam xav tias Amazon yuav tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg ntawm $ 127.49 billion, raws li FactSet, nce los ntawm $ 110.81 billion ib xyoos dhau los. Kwv yees cov neeg koom tes yog kwv yees $ 127.88 nphom hauv cov nyiaj tau los.
Tus nqi Tshuag: Amazon Tshuag tau poob 30% txog tam sim no xyoo no. Qhov ntawd yog qhov phem tshaj qhov S&P 500 index
SPX,
uas yog qis dua 23% xyoo dhau los.
Tus kws tshuaj ntsuam hais li cas
Amazon tab tom nrhiav kev txiav rov qab ntawm cov cim qhia ntau tshwj xeeb hnub so shoppers tau txais tsawg bang rau lawv cov nyiaj. Cov kws tshuaj ntsuam ntawm Deloitte lub lim tiam no tau hais tias lawv xav tias yuav nce tus nqi kom tswj tau cov neeg siv khoom hnub so. Lawv cia siab tias yuav siv nyiaj ntau npaum li cas rau xyoo tas los xyoo no, ntawm qhov nruab nrab ntawm $ 1,455 rau ib tus neeg siv khoom - tus nqi uas qhia txog kev siv khoom plig, tsis yog khoom plig thiab khoom xws li kev lom zem. Tab sis lawv kuj tau hais tias cov neeg yuav khoom tau npaj yuav cuaj khoom plig rau tsev neeg thiab phooj ywg xyoo no, piv nrog 16 xyoo dhau los.
Qee cov kws tshuaj ntsuam saib Amazon qhov kev txiav tawm yog qhov zoo. UBS cov kws tshuaj ntsuam tau txiav lawv lub hom phiaj tus nqi mus rau $ 165 los ntawm $ 180 ua ntej ntawm daim ntawv tshaj tawm, tab sis khaws qhov kev yuav khoom thiab tau sau tias, "qhov dav dav yog ib qho kev qhuab qhia ntau dua, kev ua tau zoo dua thiab cov paj ntau dua."
Tswvyim: Cov nyiaj tau los ntawm tech tab tom dhia dej, thiab tsis muaj lub neej khaws cia hauv qhov pom
"Peb tseem pom Amazon kev txhim kho kev tsav tsheb, tsav los ntawm (1) tus nqi siab dua thoob plaws Prime, FBA, cov nqi roj ntxiv, thiab cov nyiaj so koobtsheej shipping, (2) txo nqi zog (~ 20% ntawm shipping) thiab poob nqi freight, (3 ) rationalizing FC muaj peev xwm (~ 10% ntawm cov square footage tau raug kaw / tshem tawm / ncua), (4) txo cov neeg ua hauj lwm oversupply, pov thawj nyob rau hauv rov qab los ntawm caij nyoog ntiav nyiaj tshwj xeeb thiab cov nyiaj ua hauj lwm siab dua, (5) ntau kev qhuab qhia nyob rau hauv kev loj hlob kev nqis peev (kaw khw muag khoom lub cev, txiav Amazon Care, scaling back Grand Challenge), ”lawv sau.
Ib cag ntawm kev lag luam e-lag luam, UBS cov kws tshuaj ntsuam xyuas kuj pom cov paj tau txais kev pab los ntawm kev loj hlob ntxiv hauv Amazon Web Services thiab Amazon kev lag luam kev lag luam loj hlob, uas tsim cov paj ntau dua li cov khw muag khoom lag luam.
"Peb xav tias qhov sib txawv no tshwm sim hauv 3Q / 4Q kev pom thiab txhawb ntau qhov nthuav dav ntawm AMZN shares," lawv sau.
Qhov kev pom ntawm lub quarter thib plaub tuaj yeem yog cov ntaub ntawv tseem ceeb tshaj plaws Amazon cov thawj coj muab rau txoj hauv kev ntawm cov khoom lag luam. Cov kws tshuaj ntsuam xyuas qhov nruab nrab cia siab tias cov nyiaj tau los rau lub caij so ntawm $ 155.35 billion mus rau hauv daim ntawv tshaj tawm, raws li FactSet.
Saib kuj: Amazon kaw online khw fabric.com hauv kev txiav nqi
"Peb tau tsom mus rau 4Q kev taw qhia tom qab Amazon's Prime Early Access muag nyob rau nruab nrab Lub Kaum Hli thiab peb qhov kev xav tias tag nrho cov kev ua haujlwm tau zoo dua," Citi cov kws tshuaj ntsuam xyuas, uas muaj kev yuav khoom thiab $ 185 lub hom phiaj ntawm cov khoom lag luam, tau sau rau hauv a saib ua ntej. " Ntawm $ 2.5 nphom ntawm Amazon $ 6 nphom ntawm cov nuj nqis nce ntxiv thaum 1Q xav tau los ntawm qhov kawg ntawm 3Q feem ntau cuam tshuam nrog cov nqi nce nqi thiab FC kev ua tau zoo, muab kev txhim kho kev xa khoom thiab kev thauj mus los nrog rau cov nqi FBA ntxiv (kev tawm tsam kev nce nqi me ntsis), peb nrhiav. txuas ntxiv mus ntawm no rau 4Q. "
Nyob rau hauv tag nrho, 47 ntawm 52 tus kws tshuaj ntsuam xyuas los ntawm FactSet tus nqi Amazon Tshuag qhov sib npaug ntawm kev yuav, thaum plaub hu nws tuav thiab tsuas yog ib tus nqi ib qho khoom muag. Qhov nruab nrab tus nqi phiaj rau hnub Friday sawv ntxov yog $ 163.29.
Tau qhov twg los: https://www.marketwatch.com/story/amazon-earnings-the-good-news-is-the-consumer-is-still-spending-the-bad-news-is-theyre-not-spending- on-e-commerce-11666380373?siteid=yhoof2&yptr=yahoo