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  • Yesterday, 5:10 PM
    • On today's Amazon Go development, The Wall Street Journal now reports the inaugural beta location in Seattle just one of at least three prospective grocery store formats Amazon (NASDAQ:AMZN) is considering.
    • These additional designs are claimed larger than the convenience-store style disclosed already, with Amazon said to be exploring potential for more than 2,000 total brick-and-mortar grocery spaces dependent on assessment of the trial locations.
    | Yesterday, 5:10 PM | 26 Comments
  • Yesterday, 2:31 PM
    • Analyst James Cakmak broadly considers an investment shift to come as Facebook (FB +1.6%), Amazon (AMZN +2.6%), Alphabet (GOOG, GOOGL) and Netflix (NFLX -1.5%) have each enjoyed strong two-year runs, and combining with the prospect of the extent of upside subsiding and disproportionate ownership across the names in relation to benchmarks, asserts the "winners of this year and last may become the primary source of funds next year."
    • Particularly indicates interest in Snap's (Private:CHATpotential 2017 IPO is high, with reports noting scarcity of secondary shares circulating, and believes such an event is where much of a technology repositioning would be directed.
    | Yesterday, 2:31 PM | 20 Comments
  • Yesterday, 1:38 PM
    • Analyst John Blackledge considers an $800B total addressable grocery market for Amazon to capitalize on, suggesting the segment could become the company's greatest source of revenue and GMV upside worldwide. Combined with the market size, spotlights the high frequency of purchases made monthly (estimates 4x-5x) within the grocery category.
    • Restates Amazon (AMZN +2.6%) at Outperform.
    • Amazon Go
    | Yesterday, 1:38 PM | 27 Comments
  • Yesterday, 10:28 AM
    | Yesterday, 10:28 AM | 10 Comments
  • Yesterday, 9:47 AM
    | Yesterday, 9:47 AM | 40 Comments
  • Sun, Dec. 4, 7:44 PM
    • Sources say the recently-rumored Microsoft (NASDAQ:MSFT) HomeHub is a Windows 10 feature designed to make the PC the center of your home, bringing the smart home to Windows.
    • The feature will allow Cortana to be summoned on any Windows 10 PC lock screen.
    • It's expected to appear in Win 10 updates starting in 2017
    • According to Microsoft enthusiasts, the software-only feature could trump Amazon's (NASDAQ:AMZN) Echo and Google (NASDAQ:GOOG) Home due to the obvious convenience of screen access.
    | Sun, Dec. 4, 7:44 PM | 66 Comments
  • Fri, Dec. 2, 1:21 PM
    • With AWS re:Invent 2016 wrapping up as the week comes to a close (view a comprehensive synopsis of the event's developments here), Amazon (AMZN -0.5%) appears in no way easing concentration on its cloud business. Rather, it's ramping on it as competition and potential for the segment moves further into play.
    • In one slide presented by AWS CEO Andy Jassy, approximately 1,000 new capabilities are cited to be added to the unit's services every day, up from a 722 figure for the year prior.
    • Additionally, an area of development opportunity observed and acted on this week comprised artificial intelligence, through the launch of Amazon AI. With Microsoft (MSFT -0.1%) and Google (GOOG, GOOGL) already directing attention this way, Amazon not excluded, projecting further distance between Amazon and its closest cloud rivals isn't unreasonable given the offensive it's waging in the field.
    • N.B. Most recent (Q3) cloud revenues at Amazon come in at $3.231B (+55% Y/Y), for Microsoft, through the form of +116% growth (no declared figure) and at Google, as the greatest percentage of year-over-year growth across all segments (no declared figure).
    | Fri, Dec. 2, 1:21 PM | 45 Comments
  • Fri, Dec. 2, 11:29 AM
    | Fri, Dec. 2, 11:29 AM | 10 Comments
  • Thu, Dec. 1, 10:00 AM
    | Thu, Dec. 1, 10:00 AM | 10 Comments
  • Thu, Dec. 1, 8:49 AM
    • November monthly performance was: +3.54%
    • AUM of $5.18M
    • 52-week performance vs. the S&P 500 is: -3%
    • No dividends were paid in November
    • Top 10 Holdings as of 10/31/2016: Apple Inc (AAPL): 6.80131%, Microsoft Corp (MSFT): 5.15024%, Exxon Mobil Corp (XOM): 3.74079%, General Electric Co (GE): 2.88197%, Procter & Gamble Co (PG): 2.47992%, AT&T Inc (T): 2.43052%, Wells Fargo & Co (WFC): 2.30872%, Inc (AMZN): 2.24391%, Facebook Inc A (FB): 2.2067%, Alphabet Inc C (GOOG): 2.16615%
    | Thu, Dec. 1, 8:49 AM
  • Wed, Nov. 30, 11:01 AM
    • Through discussions with Enel, Amazon (AMZN -0.8%) is reportedly looking at three to five sites in northern Italy, specifically plants in the Piedmont region and in the area of Piacenza, the latter a city which is in close proximity to the company's main Italian distribution center (1,000 employees).
    • Amazon's allegedly willing to expense up to €1B on the conversions.
    • The company has invested €450M in Italy since 2010 and maintains a total workforce of 1,700 there. A substantial storage and logistics facility to be built in Rome was announced in July.
    • Other European infrastructure initiatives of late involve planned data centers in France and London, as well as investments in Ireland and Germany. External of Europe, forthcoming AWS regions are set for Montreal and Ningxia.
    • As demand for virtual cloud services rises, so too do physical infrastructure requirements. Look for expenses to continue ramping at Amazon and other cloud contenders as the heightened demand has also consequently tightened competition across the space.
    • Related (October 31): Amazon, Alphabet, Microsoft combine for 12% year-term capital expenditure increase amid intensifying cloud race
    • Related (ongoing this week): AWS re:Invent 2016 Live Stream
    | Wed, Nov. 30, 11:01 AM | 18 Comments
  • Tue, Nov. 29, 4:35 PM
    • Echo Dot, Fire TV Stick with Alexa Voice Remote, Fire Tablet and Echo comprised top-selling products across all categories, and manufacturers, on Amazon over the Thanksgiving holiday weekend period.
    • Sales of the Echo lineup of devices increased 7x on Cyber Monday compared to 2015. Fire TV devices increased 2.5x and Fire Tablets 2x over the same term.
    • No concrete figures are provided, but Amazon (NASDAQ:AMZN) notes millions of the company's devices were sold.
    | Tue, Nov. 29, 4:35 PM | 61 Comments
  • Tue, Nov. 29, 9:17 AM
    • Said to potentially to be released as soon as Q1 2017, with improved speakers and higher price-point than existing Echo offerings.
    • Considered to target kitchen applications, with a seven-inch tilt screen visible while standing (i.e. over a counter).
    • With the success of Amazon's (NASDAQ:AMZN) existing smart-speaker lineup, and increased competition (Google Home, rumored Apple interest) in the space overall, Amazon could be looking to stay ahead of the curve through such an addition to its portfolio.
    | Tue, Nov. 29, 9:17 AM | 9 Comments
  • Tue, Nov. 29, 2:37 AM
    • The fifth Amazon Web Services re:Invent conference will begin today in Las Vegas, as more than 32,000 people gather to hear about the cloud giant's services, strategy, pricing, best practices and new offerings.
    • "We're not close to being done adding new capabilities," AWS Chief Executive Andy Jassy said in an interview last week.
    • Sales of Amazon's (NASDAQ:AMZN) subscription-based, on-demand services ballooned 55% in the third quarter to $3.2B.
    | Tue, Nov. 29, 2:37 AM | 9 Comments
  • Mon, Nov. 28, 4:38 PM
    • Launching November 30.
    • Availability – Android devices and tablets, iPhone, iPad and Apple TV, Amazon Fire and Fire TV Stick, Chromecast (Android on launch, iOS 2017), Internet Explorer, Chrome and Safari browsers, Google Cast-enabled LeEco ecotvs and VIZIO SmartCast Displays. Roku and other device compatibility planned for 2017.
    • Packages – Live a Little ($35/month, 60+ channels), Just Right ($50/month, 80+ channels), Go Big ($60/month, 80+ channels) [launch promotion for $35/month], Gotta Have It ($70/month, 120+ channels)
    • HBO and Cinemax add-ons available at $5/month.
    • Promotions noted in collaboration with Apple (NASDAQ:AAPL) [Apple TV included with any package prepaid for 3 months], Amazon (NASDAQ:AMZN) [Fire TV Stick with Alexa Voice Remote included with any package prepaid for 1 month], LeEco [service included for variable timeframes with purchase of certain smartphones and TVs] and Lenovo (OTCPK:LNVGY) [1 month service included with purchase of laptops with Intel Core i3, i5 or i7 processors].
    • AT&T (NYSE:T) shares are unmoved (+0.03%) in extended trading at $39.55.
    • Launch event live-stream
    • DirecTV Now
    | Mon, Nov. 28, 4:38 PM | 84 Comments
  • Mon, Nov. 28, 2:06 PM
    • According to Bloomberg sources, within the U.S. and Europe.
    • These newly-formed teams are claimed to be put in place to encourage registry of brands with the marketplace, including those not currently selling on Amazon, in order to facilitate a system whereby merchants can prove permission to sell a brand's products. Amazon had previously experimented with Nike and others earlier in the year on the approach.
    • Though Amazon (AMZN -1.5%) is "aggressively pursuing bad actors" when it comes to counterfeit items, the issue has remained in focus of late and one that looks to command increased attention going forward.
    • Earlier this month (November 16): Amazon takes counterfeiters to court
    | Mon, Nov. 28, 2:06 PM | 8 Comments