Seeking Alpha
 

Amazon.com, Inc. (AMZN)

- NASDAQ
  • Apr. 12, 2013, 10:08 AM
    The percentage of women shoppers moving toward buying items online continues to increase at a rapid rate. According to a market survey, 89% of women now use online browsing over store hopping to compare items and 47% complete their purchases online compared to 45% in stores. The trend works in the favor of retailers with thriving e-commerce and mobile channels. Limited Brands (LTD -1.3%), Macy's (M +2.1%), and Urban Outfitters (URBN -0.6%) come to mind - while Amazon (AMZN -0.4%) doesn't mind the coach potato shopping syndrome one little bit either.
    | 2 Comments
  • Apr. 12, 2013, 9:28 AM
    Amazon (AMZN) CEO Jeff Bezos issues his annual letter to shareholders in which he takes on accusations the company is being run as a "charitable" organization for the benefit of consumers by noting customer trust and brand reputation will continue to outweigh short-term swings in Amazon's share price. The Bezos strategy: "I think long-term thinking squares the circle." (full Amazon letter .pdf)
    | 5 Comments
  • Apr. 11, 2013, 6:49 PM
    Amazon (AMZN) launches Look.com, a children's apparel/footwear site carrying 40K items, including some from major brands. The site is the work of Amazon's Quidsi unit, which also runs Diapers.com, Soap.com (health/beauty products), Casa.com (home essentials), and several other e-commerce sites.
    | Comment!
  • Apr. 5, 2013, 1:33 PM
    Does the confluence of the sixth most popular website on the planet and what could be the largest treasure trove of consumer buying data make Amazon (AMZN -1.5%) the "sleeping giant" of media? The company's display ads are using some savvy integration of reviews and shopping cart compatibility that could leave competitors in the dust. Though it's still early in the game in Amazon's bid to be an ad publisher, media analysts note some of its innovative ad formats are seeing a 20-30X lift over traditional ads.
    | 1 Comment
  • Apr. 5, 2013, 10:31 AM
    Sports Chalet is the latest retailer to jump into offering same-day delivery services, saying it will test a program to both sell and rent items from stores in the West. Though the same-day delivery concept is getting plenty crowded with ideas ranging from the use of lockers (AMZN), in-store pickup (ODP, HD), valets (EBAY), and even in the case of Wal-Mart (WMT) a potential trust-your-neighbor delivery service - widespread adoption still appears far away to retail analysts. What to watch: To protect margins, retailers are expected to slip in some fees on same-day delivery.
    | Comment!
  • Apr. 3, 2013, 5:34 PM
    One can safely add Amazon Web Services (AMZN) price cuts to life's short list of certainties. A few months after cutting storage prices for its popular S3 storage service by 24%-27%, AWS has cut S3 data retrieval prices by up to 60%. AWS has also been busy slashing prices for its EC2 computing service, DynamoDB database service, and much else, as it tries to maintain a pricing edge relative to Rackspace (RAX), Microsoft, Google, and others. Rackspace introduced cloud storage volume discounts last month.
    | 6 Comments
  • Apr. 3, 2013, 12:15 PM
    Amazon (AMZN -1.3%) says it will give customers a digital version of every song purchased from its website in a physical format. In an apparent effort to boost the Amazon music ecosystem, the deal will apply to all albums purchased from the site since 1998.
    | 1 Comment
  • Apr. 3, 2013, 12:08 PM
    The Nexus 7 might be about to get cheaper: in addition to predicting a summer launch for the next-gen 7, a source tells Reuters Google (GOOG) is thinking of either selling the device for $149, or selling it for $199 while discounting the current version (starts at $199). The next-gen 7 is also said to have a thinner bezel (like the iPad Mini) and a higher-res display. The reported pricing could put pressure on Amazon (AMZN), which sells the Kindle Fire HD for $199 and the current Fire for $159. Separately, SamMobile reports Samsung (SSNLF.PK) is working on a new high-end 10" Galaxy Tab, and 5.8" and 6.3" "Galaxy Mega" phablets.
    | 1 Comment
  • Apr. 3, 2013, 7:35 AM
    Tesco (TSCDF.PK) inks a content deal with BBC Worldwide to support its streaming service. The retailer is using data mined from consumer shopping habits to target advertising on the service. The plan by Tesco to support its streaming service with ads could be interesting to Amazon (AMZN) and its streaming initiative sometime in the future as the company knows a thing or two about its customers' shopping preferences as well.
    | Comment!
  • Apr. 2, 2013, 10:24 AM
    Groupon (GRPN -6.9%) "has a largely unproven business model, a wide ranging global business mix in transformation, and is undergoing a management change," writes UBS' Eric Sheridan. The daily deals leader is the only company given a Sell rating in a coverage launch for Internet stocks. Google (GOOG +0.6%), eBay (EBAY +1.1%), Yahoo (YHOO +1.2%), AOL (AOL +0.7%), Yelp (YELP +2.4%), and InterActiveCorp (IACI +2.1%) have been started at Buy, and Amazon (AMZN +0.4%), Facebook (FB +1.3%), LinkedIn (LNKD -0.2%), and Zynga (ZNGA +0.3%) at Neutral.
    | Comment!
  • Mar. 29, 2013, 4:25 PM
    Amazon (AMZN) paid $150M-$200M (the exact sum depends on whether performance incentives are met) to acquire Goodreads, Kara Swisher reports. Meanwhile, The Digital Reader points out Goodreads' book recommendation engine could be of value to Amazon, and that the site's book review count now tops 23M.
    | 1 Comment
  • Mar. 28, 2013, 6:09 PM
    Amazon (AMZN) roundup: 1) New York's highest court has shot down an appeal from Amazon and Overstock (OSTK) challenging a law requiring online retailers to collect sales tax even if they only have local affiliates. A Supreme Court appeal could follow, but a Congressional bill could render it moot. 2) The backlash over Amazon's reseller fee hikes has spread to Europe, as sellers protest major post-Easter hikes for a variety of items. 3) Farhad Manjoo observes Goodreads likely generates plenty of revenue from Amazon affiliate fees. "This is like buying your ad agency."
    | Comment!
  • Mar. 28, 2013, 4:18 PM
    Amazon (AMZN +0.5%) is acquiring Goodreads, owner of a top site/social network for discussing and recommending books. The synergies with the Kindle business are easy to see. Goodreads claims over 16M members and 30K+ books clubs,  and has developed popular iOS/Android apps. Terms are undisclosed. (PR)
    | Comment!
  • Mar. 27, 2013, 12:38 PM
    An Amazon (AMZN +1.7%) smartphone with a 4.7" display is on the way, sources tell Digitimes, which has been fanning the rumor mill for this subject for some time. Whereas the site reported on March 11 the phone's launch had been pushed back from Q2 due to manufacturing issues, it now says a launch may or may not happen in the quarter, depending on Foxconn's progress.
    | 6 Comments
  • Mar. 27, 2013, 11:25 AM
    "Something meaningful shocked the eCommerce ecosystem in January," writes Stifel's Jordan Rohan in his contrarian note on Google (GOOG -1.2%). Search engine marketing (SEM) firm IgnitionOne saw a 9% Y/Y drop in ad spend in Jan., followed by subdued growth of 9% in Feb. and 11% in March. Rohan, who also reports hearing Jan. mobile banner ad buying was weak (a negative for MM), does admit other SEMs saw mid-teens growth, but points out Google shares have little margin for error. "Google replaced Apple in tech portfolios as the comfort food trade in mobile..." AMZN +1.5%. EBAY -1.7%.
    | 1 Comment
  • Mar. 27, 2013, 9:09 AM
    Amazon (AMZN) expands its X-Ray feature to movies on the Kindle Fire HD. Under a partnership with IMDb, X-Ray allows users to tap a character appearing on the screen to pull up a database of information on the actor or actress. The big picture: Though it's a relatively benign feature at the moment, if Amazon users become accustomed to interactive in-movie features a whole pot of advertising gold could be opened up down the road.
    | Comment!
Visit Seeking Alpha's
AMZN vs. ETF Alternatives
Company Description
Amazon.com Inc is an online retailer. The Company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offerselectronic devices like Kindle e-readers and Fire tablets.
Sector: Technology
Country: United States