AMZN

November 2, 2018 Summary Results were considered mixed in that while earnings far exceeded expectations, revenues were slightly short of the prior First Call consensus. The company’s guidance – which provided a very broad range of revenue growth and operating margin expectations – was considered to be below the consensus. There are absolutely no signs…

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Oct. 30, 2017 Summary Amazon reported the results of its Q3 operations on Thursday, October, October 26. Most investors and analysts considered the results to be of the blow-out variety and the shares spiked 13% of Friday. Questions abound as to whether in the wake of the spike, Amazon shares remain a good investment. This…

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Jun. 20, 2017 Summary Last Friday, Amazon announced that it was acquiring Whole Foods Markets for a bit less than $14 billion. The transaction, based on the announced purchase price and financed by debt, is about a wash from an earnings perspective, depending on the actual tax rate of the combined entity. The transaction is…

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Aug. 1, 2017 Summary Both Amazon and Microsoft have announced the results of the June quarter over the past 10 days. While Microsoft earnings were unambiguously positive, there has been some controversy regarding the results of Amazon. I have tried to compare and contrast the results of AWS vs. Azure in this latest quarter and…

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May 2, 2017 Summary Amazon reported the results of its fiscal Q1 late last week. Results showed a beat on headline numbers although there have been observers who pointed to declines in year-over-year operating income as a noticeable negative. The company noticeably raised revenue guidance for Q2 and cut its EPS forecast. The company continues…

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Feb. 5, 2017 Summary Amazon reported the results of its year-end quarter on Thursday, February 2nd. The company beat earnings expectations but missed revenue growth expectations for the 2nd quarter in a row. Some of the miss had to do with currency fluctuations and a greater proportion of the miss was the result of a…

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Dec. 8, 2016 Summary November was a very busy month for AWS with many significant announcements around the company’s re:Invent user group. The announcements included a host of new service offerings, a potentially disruptive hardware offering, an enhanced partnership with CRM and a series of significant price cuts. There are no signs that AWS is…

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October 13, 2016 Summary Amazon shares keep making new all-time highs and did so again today. The shares are now up by more than 40% since the end of March, which is significant outperformance, especially for a larger name in the tech world. It is not surprising that investors are concerned about the outlook for…

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October 28, 2016 Summary Amazon reported results for its fiscal Q3 yesterday afternoon and the results were judged by some headline writers and SA contributors as a flop. Revenue growth was strong but EPS which had been expected to be at low levels in any event was significantly less than those expectations. Cash flow generation,…

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August 1, 2016 Summary Amazon’s most recent reported quarter was a trifecta of growth in both the cloud and in retail and in achieving record margins in the cloud. The results were once again a significant upside compared to prior expectations. Amazon’s growth in the cloud remains at hyper levels despite its scale and margin…

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