▲圖片標題(來源：pymnts)
Headlines blare that the Prime membership fee is ramping up to $139 annually, from $119 — showing that, for the third time in the past decade, the company has the power to increase a key service that, especially during the pandemic, became indispensable.
The holiday season was kind to Amazon. Regarding headline numbers, $137.4 billion in quarterly revenue (just slightly below expectations), up from $125.6 billion in the same period a year ago. Management said on the call that the company’s two-year compounded annual growth rate had been 25%.
Drilling down into segments, the company broke out its revenue contributors, noting that:
Online Stores (direct eCommerce) sales were $66 billion, down 1% year on year and up from the third quarter’s $49.9 billion. Physical store sales were up 16% year on year to $4.7 billion, excluding FX.
Third-party seller services revenues gained 12% (ex XF), to $30.3 billion. On the conference call with analysts, Chief Financial Officer Brian Olsavsky said that third-party sellers represented 56% of all unit sales in the quarter, the highest fourth-quarter mix in the company’s history.
Amazon Web Services (more commonly called AWS) had a 40% year-over-year revenue growth to $17.8 billion; management said that the company is on a $71 billion annual run rate.
Ad sales gained 32% to $9.7 billion.
In the conference call with analysts, Olsavsky said that the company is targeting further momentum in its ad business, tied in part to Twitch and other properties. The company still sees its sellers as being continued avenues of advertising consumption. The company’s AWS is available across 84 zones in 26 regions, and the firm is targeting expansion into 24 more zones and eight more regions through the next few years.
轉貼自： pymnts
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