Amazon (AMZN) tau hu xov tooj rau cov tub ua lag luam thiab lub ntiaj teb hais tias kev lag luam yog qhov tseem ceeb rau nws lub neej yav tom ntej, tab sis cov kev lag luam no tsim muaj kev pheej hmoo tsis txaus ntseeg - thiab cov tub ua lag luam tau txais kev ceeb toom, Jefferies tus kws tshuaj ntsuam Brent Thill hais rau Yahoo Finance Live (video saum toj no).
Amazon tau tshaj tawm xov xwm rau nws daim pib loj loj hauv lub hlis tsis ntev los no. Lub tuam txhab tau txais ob tus neeg muab kev pabcuam kev noj qab haus huv OneMedical (ONEM) thiab Roomba-maker iRobot hauv kev ua tiav sai, rau $ 3.9 nphom thiab $ 1.7 billion raws li. Txawm li cas los xij, cov tub ua lag luam tau txhawj xeeb tias Amazon qhov kev pom zoo, suav nrog kev yuav khoom ntawm lub tshuab nqus tsev iRobot, yog thawj zaug los ntsib Tsoom Fwv Teb Chaws Trade Commission (FTC).
"Nws yog 1 lo lus nug nug," Thill hais. "Nws tshwm sim hauv txhua tus neeg ua lag luam sib tham thiab kuv xav tias, kom meej meej, lawv yuav tsis thaiv lub tuam txhab nqus tsev vacuum los ntawm kev yuav. Kuv tsis txhob xav tias lawv yuav muaj qhov teeb meem nyob ntawd, tab sis [kev tshuaj xyuas kev tawm tsam] tiv thaiv Amazon los ntawm kev ua lwm yam software acquisitions thiab e-commerce acquisitions. "
Amazon tau muaj npe nrov ua qee qhov kev cog lus loj tshaj plaws nyob rau hauv kaum xyoo dhau los los yog li ntawd. Hauv xyoo 2017, lub tuam txhab yuav khoom noj khoom haus loj Tag Nrho Cov Khoom Noj rau lub puab tsaig poob $ 13.4 billion. Tsis ntev tom qab ntawd, Amazon poob Lwm qhov ze-billion kom tau txais lub khw muag tshuaj online PillPack. Nws tsis tau nyuam qhuav dhau los - rov qab rau xyoo 2009, txawm tias nyob rau hauv qhov tob ntawm kev lag luam poob qis, Amazon kaw nws qhov kev pom zoo los yuav cov khw muag khoom online Zappos rau $ 1.2 billion. Nyuam qhuav pib lub xyoo no, Amazon kuj tau kaw nws $ 8.6 nphom kev tau txais MGM.
Txawm li cas los xij, kev cog lus loj tsis yog txhua yam uas nyob hauv lub rooj rau Amazon thiab lwm lub tuam txhab mega-cap tech. Kev tsim kho tshiab los ntawm cov tuam txhab xws li Amazon thiab Alphabet-owned Google (GOOG, GOOGL) txhais tau hais tias lawv tsis muaj kev txhawb siab tshwj xeeb rau kev cog lus loj, raws li Thill.
Nws tau hais tias "Tam sim no muaj ntau qhov kev tsim kho tshiab ntawm Amazon thiab Google thiab lwm tus hauv kev siv thev naus laus zis, yog li kuv tsis xav tias lawv yuav tsum tau tawm mus thiab ua qhov loj," nws hais. "Lawv yuav ua cov khoom me me."
Amazon thiab FTC yuav taug txoj kab zoo
Tseem, nws yog ib lo lus nug ntawm dab tsi me me rau Amazon thiab qhov twg ntawm cov deals no tuaj yeem thawb cov neeg tsim cai hla ntawm ntug. Piv txwv li, Amazon lub iRobot kev yuav khoom tau rov qab tshuaj xyuas lub lim tiam dhau los, thaum Sen. Elizabeth Warren thiab ib pawg neeg tsim cai tau thov kom FTC tsis lees paub qhov kev pom zoo.
Amazon cov kev sib cog lus tseem tsis tau txhawb nqa tsoomfwv txoj haujlwm tseem, tab sis FTC Thawj Tswj Hwm Lina Khan yog cov neeg thuam ntawm Amazon, thiab nws txoj kev nce qib tau txuas mus rau ntau yam ntawm nws cov ntawv sau tshawb nrhiav qhov kev tawg ntawm lub tuam txhab yuav koom nrog. Qhov tseem ceeb, lub tuam txhab tam sim no tau raug kev tawm tsam kev ntseeg siab ntawm lub xeev. Tsis ntev los no, California tau foob Amazon, liam tias qhov kev txwv nws tso rau nws cov neeg muag khoom thib peb yog qhov tsis sib tw.
"Nws yog ib lo lus nug, nws yog ib qho overhang, nws yeej yog nyob rau hauv txhua txhua investor sib tham, nyob rau hauv txhua txhua lub rooj sib tham peb mus rau hauv, nws yog tus No. 1 lo lus nug," nws hais. "Kuv xav tias txoj hauv kev uas lawv txo qhov kev pheej hmoo no yog tias lawv tau ua M&A."
Thill muaj qhov taw tes. Txawm hais tias kev ua lag luam ntau dua yog qhov txaus ntshai, nws kuj yog kev tiv thaiv. Cov Lus Qhia tau xa mus rau nws li Amazon's "whack-a-mole" dealmaking zoo. FTC tsis tuaj yeem tawm tsam txhua qhov kev yuav khoom, yog li zoo li Amazon, tus tswj hwm yuav tsum xaiv nws cov kev sib ntaus sib tua. Thaum Amazon yuav tsum tau ceev faj mus tom ntej, yog li tsoomfwv, hais tias Thill.
"Lawv yuav tsum ceev faj… [Amazon's] ua qhov yog rau lawv cov neeg ua haujlwm, lawv cov tswv lag luam, thiab cov ecosystem… Amazon yog ib tus tswv lag luam loj, yog li tsoomfwv tseem yuav tsum tau ceev faj txog qhov lawv tswj hwm lawv npaum li cas, vim tias lawv yog ib tus tswv lag luam loj. zoo kawg nkaus, zoo kawg li vibrant qhov chaw rau kev lag luam uas pab ntau yam hauv lawv lub neej txhua hnub. Yog li, muaj qhov sib npaug zoo uas peb yuav tsum taug kev thiab kuv xav tias Amazon tab tom ua qhov ntawd. "
Kev ntxhov siab ntawm Amazon tam sim no tsis yog tsuas yog cuam tshuam txog. Lub tuam txhab kev ua haujlwm tau nyiam thiab tshawb nrhiav thoob plaws xyoo tas los, txhawb nqa los ntawm kev ywj pheej Amazon Labor Union qhov nce thiab ntau lub tsev lag luam koom ua ke thawb uas txuas ntxiv los ntawm New York mus rau Alabama.
Allie Garfinkle yog tus tshaj xov xwm thev naus laus zis ntawm Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter ntawm @agarfinks.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance.
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android.
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Tau qhov twg los: https://finance.yahoo.com/news/for-amazon-antitrust-and-dealmaking-risk-is-the-number-one-question-analyst-says-180325441.html