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AMZN
Amazon.com, Inc. - NASDAQ

4/23/2014, 4:17 PM ET
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Other Articles
  • Earnings Preview - Amazon Q1 2014
    Selerity Research Today, 2:59 PM 1 Comment

    Summary

    • Amazon.com (AMZN) is slated to report 1Q 2014 earnings after the close on Thursday, April 24th.
    • Earnings Per Share: The current Street estimate is $0.23 (range -$0.01 to $0.52).
    • Net sales: The company guided between $18.2 bln and $19.9 bln. The current consensus is $19.43 bln (range $19.03 bln to $19.93 bln).
  • Today's Market: Amazon Delivering Hit After Hit
    Matthew Smith Today, 11:35 AM 7 Comments

    Summary

    • Discuss the latest move higher for the Nasdaq.
    • Look at today's announced deal between Amazon and HBO for streaming content.
    • Provide the feedback we have gotten from first adopters of the Fire TV device.
  • Amazon Faces Major Hurdles
    Stock Traders Daily Today, 10:29 AM 6 Comments

    Summary

    • Institutional investors want to see EPS growth.
    • AMZN is being forced to bring money to the bottom line with Prime.
    • But Amazon Prime is an inferior service that needs work.
  • Amazon Earnings: A Sneak Peek
    Quoth the Raven Today, 6:44 AM 7 Comments

    Summary

    • Amazon reports 1Q earnings on Wednesday of this week.
    • Analysts are expecting EPS of $0.23 for the current quarter, on revenues of $19.43 billion.
    • International growth, "Fire" sales, and PRIME membership price effects will all be under the microscope.
    • I remain neutral on Amazon heading into earnings, and for the conceivable future.
  • Amazon Is Not Overvalued - It's Still A Startup With Practically Boundless Opportunity
    Aurium Investments Yesterday, 5:08 PM 53 Comments

    Summary

    • Amazon's ambitions are limitless - and so is the opportunity.
    • The shift towards e-commerce will continue to benefit Amazon.
    • Laser focus on customer service is a huge competitive advantage.
    • U.S. revenues alone can triple in the next six years, adding $90B to the top line.
  • Amazon Gets Upgraded, PT Raised To $480; Starts Price War Versus Apple And Samsung
    Alcaraz Research Mon, Apr. 21 21 Comments

    Summary

    • Amazon is deliberately targeting the iPad Mini, iPad, and Galaxy Tab with timely price-cuts. Amazon’s reduced market share in 2013 is mainly due to $100 white box tablets from China.
    • The $199 Kindle Fire HDX has superior technical specs than the $399 iPad 4th Generation.
    • The $480 Price target and BUY recommendation from Argus analysts confirms that Bezos sales-growth-first policy is still attractive to analysts.
  • Google, Amazon May Join Xiaomi, Micromax In Leading Smartphone Prices To The Basement
    Michael Blair Sun, Apr. 20 70 Comments

    Summary

    • Google is reportedly about to launch a sub-$100 smartphone.
    • Amazon.com is rumored to be launching its own smartphone this fall.
    • Xiaomi and Mediatek are prominent examples of emerging low-cost vendors disrupting markets in China and India with high performing, low cost smartphones.
    • Google and Amazon may bring this trend to North America with disruptive effects.
  • Amazon 1Q14 Earnings Preview: Does Pricing Power Exist?
    Terracotta Capital Sat, Apr. 19 20 Comments

    Summary

    • Amazon reports 1Q14 earnings on April 24th. Revenue and unit metrics will be a focus.
    • Investors will get an initial read-through on the impact of price hike on Prime Membership. I expect negative impact due to lack of pricing power.
    • The Amazon phone could provide a positive catalyst and drive content sales. Look for clues from management on timing of introduction and launch.
  • Amazon: Healthy Correction Or Set To Plunge Lower?
    James Brooks Thu, Apr. 17 25 Comments

    Summary

    • Analyst EPS forecasts for Amazon are excessive, particularly at a time when the likelihood of an earnings correction is high in the broader market.
    • Amazon is expensive on each of the P/E, P/S, P/B, P/FCF and Ev/Ebitda multiples, suggesting low returns based on the tests we carried out dating back to 2000.
    • Despite low ROE and profit margins, Amazon is ranked highly in terms of asset turnover due to its strategy of increasing market share before increasing profit margins.
    • The longer-term price trend remains up but it is critical the 100-week moving average support around $289 holds.
    • Trend direction, momentum and condition are exhibiting similar characteristics to those seen in December 2011, giving investors some cause for optimism that this is just a healthy correction.
  • Amazon.com Is Doing Its Very Best To Increase Earnings
    Paulo Santos Thu, Apr. 17 43 Comments

    Summary

    • Amazon.com has taken a massive number of measures to shore up earnings.
    • Earnings estimates didn't move on these measures, so it's now less likely that earnings guide downs are required.
    • On the other hand, these measures have an impact on revenue growth, whose estimates have also not moved. This makes it likely that Amazon.com will guide down on revenue growth.
  • Can Amazon Compete In Groceries?
    Vin Colby Wed, Apr. 16 23 Comments

    Summary

    • Retail behemoths are readying major efforts to gain dominance in the online grocery business.
    • So far, the online grocery business forays of large retailers have been confined to major metropolitan centers on the West Coast.
    • Amazon stock price has entered the realm of fantasy.
  • Amazon Phablet Can Disrupt iPhone 6 And Galaxy S5 Sales
    Alcaraz Research Tue, Apr. 15 23 Comments

    Summary

    • Amazon doesn’t need 3-D image viewing technology to steal buyers away from Apple and Samsung. It just needs to be phablet-sized and Xiaomi Mi3-cheap.
    • Amazon should emulate the success of the Xiaomi Mi3 – great phone with high-end specs but with mid-range price tag.
    • A 10 million sales target for Amazon for this year is feasible. It will be better for the company to release the phone earlier than the iPhone 6.
  • Amazon Smartphone A Positive Catalyst For The Stock
    Terracotta Capital Mon, Apr. 14 43 Comments

    Summary

    • According to media sources, Amazon is expected to launch its own smartphone in September.
    • The Amazon smartphone will allow tighter software/hardware integration, which ultimately results in a better user experience and higher content profit.
    • Timing of the smartphone launch is about right, as market share expansion opportunity exists before the Chinese smartphone makers ramp up on their export to the US.
  • A Phone Could Be A Catastrophe For Amazon
    Quoth the Raven Sun, Apr. 13 61 Comments

    Summary

    • Amazon trades at an enormous multiple - so far, deservedly so.
    • Rumors abound this week about an Amazon phone.
    • Failure to execute on the tough task of simply "jumping into mobile" could spell catastrophe for Amazon and significantly rope in its share price.
  • Amazon's Secret Competitive Advantage And Payoff Characteristics
    John Chen Fri, Apr. 11 71 Comments

    Summary

    • One competitive advantage is a shareholder base that buys growth.
    • ^Leads to a low cost provider that does not care about profits, a potent competitor.
    • Amazon's eventual payoff is comparable to a zero coupon bond, suggesting high sensitivity to discount rates.
  • Amazon Will Continue To Grow
    IAEResearch Thu, Apr. 10 15 Comments

    Summary

    • The growth in the TV segment has been phenomenal.
    • The company needs to turn revenue growth into profits and cash flows.
    • Continued growth from different segments will allow the company to continue its revenue growth.
  • Amazon.com: Fire TV May Be A Winning Formula

    Summary

    • Amazon is entering into the gaming and home entertainment industry with its $99 Fire TV.
    • Amazon is not the first one in the industry and thus will have to compete with other players in the market.
    • Amazon seems to be seeking too high of a price for the little advanced specification its product offers.
    • Fire TV, though it may not be a game changer, can bring revenues for the company and replace the revenues lost by DVD rentals and sales.
  • Final Estimate For Amazon.com Q1 2014 Revenue Growth
    Paulo Santos Tue, Apr. 8 67 Comments

    Summary

    • ChannelAdvisor reported March 2014 "same store sales," with Amazon.com showing better than expected.
    • The better showing leads me to increase estimates for Q1 2014 revenue growth.
    • While the new estimates still imply a miss, the miss is much smaller, and there's even the chance Amazon.com will meet consensus revenue growth estimates.
    • On the other hand, it's still likely that revenue growth guidance for Q2 2014 will be disappointing, both due to the ebook accounting change and due to an Amazon.com move.
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Company Description

Amazon.com Inc is an online retailer. The Company sells their products from website. It also provide services, such as advertising services and co-branded credit card agreements.