Seeking Alpha, Inc. (AMZN)

  • Oct. 7, 2014, 3:10 AM
    • The European Commission is poised to launch a formal probe into Amazon's (NASDAQ:AMZN) receipt of improper Luxembourg state aid.
    • Investigators believe the country gave Amazon favorable terms in a 2003 tax ruling, which caps its tax exposure to the Grand Duchy and helps limit its overall bill to less than 1% of the retailer’s European income.
    • Amazon reduces its tax bill by having its U.S. unit that owns its technology licenses lease the rights to re-license the technology to a tax-exempt partnership based in Luxembourg.
  • Oct. 6, 2014, 7:57 AM
    • Online grocery store sales will grow to $80B-$123B per year by 2023, according to a presentation by Brick Meets Click.
    • The explosive growth is expected to be led by the popularity of the service in major cities such as New York and San Francisco.
    • Related stocks: KR, SWY, SVU, WFM, AMZN, WMT.
  • Oct. 3, 2014, 9:44 AM
    • Amazon (AMZN +0.5%) announces it will develop a full series from the pilots Hand of God and Red Oaks in 2015.
    • The company uses a crowdsourced method of selecting which pilots to greenlight.
  • Oct. 2, 2014, 9:28 AM
    • A survey of consumers by RBC Capital Markets indicates viewership of network TV websites has fallen.
    • YouTube, Netflix (NASDAQ:NFLX), and Amazon (NASDAQ:AMZN) scored a higher percentage of viewers from a year ago - while NBC (NASDAQ:CMCSA), ABC (NYSE:DIS), CBS (NYSE:CBS), and Fox (NASDAQ:FOXA) were all in decline over the period.
    • HBO Go (NYSE:TWX) saw its percentage of users rise to 10% from 6%, while Hulu fell back.
    • Secular TV ratings have also been in decline for networks.
  • Sep. 30, 2014, 11:17 PM
    • Pre-orders for upcoming Disney (NYSE:DIS) movies are available on (NASDAQ:AMZN) again in what could be an early indication that a deal has been worked out between the two companies
    • Disney titles went missing from Amazon's site amid a dispute over pricing policies.
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  • Sep. 30, 2014, 9:19 AM
    • The FCC is considering new regulations for companies looking to offer an over-the-top online video service, according to The Wall Street Journal.
    • Rules governing OTT services could make it harder for content providers and distributors to carve out smaller deals for programming.
    • Traditional streamers such as Netflix (NASDAQ:NFLX), Hulu (DIS, CMCSA, FOXA), and Amazon (NASDAQ:AMZN) that offer their content on-demand should be outside the regulatory purview of the FCC on the OTT startups.
    • Dish Network (NASDAQ:DISH), Sony (NYSE:SNE), and Verizon (NYSE:VZ) are the furthest along in the race for a trimmed-down online video package aimed largely at cord-cutters and cord-nevers.
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  • Sep. 26, 2014, 4:31 PM
    • Re/code reports the AmazonFresh grocery delivery service will soon launch in NYC, perhaps "as early as next month." Amazon (AMZN +0.4%) is said to be "building up food inventory" at an NJ warehouse 20-25 miles from Manhattan.
    • A Philadelphia launch is also reportedly being considered for the $299/year service, which bundles Amazon Prime and also provides same or next-day delivery for many non-grocery items.
    • AmazonFresh is currently available in the Bay Area, L.A., San Diego, and Seattle. NYC is one of more than a dozen markets in which Amazon provides non-grocery same-day service.
    • In NYC, competition will be provided by FreshDirect, which is reportedly doing $400M-$500M/year in sales. Google's Shopping Express service (relies on retail partners) competes elsewhere.
    • Previous: Deutsche on AmazonFresh's challenge to supermarkets
  • Sep. 25, 2014, 8:01 AM
    • Amazon's (NASDAQ:AMZN) top executive in charge of digital music and video, Bill Carr,  plans to leave the company at the end of the year.
    • Carr has been a point man for Amazon in its streaming battle against Netflix and Hulu by pushing forward the company's original programming slate.
  • Sep. 24, 2014, 3:16 PM
    • The USPS wants to add more cities to its pilot grocery delivery program.
    • The agency starting delivering items for Amazon Fresh (NASDAQ:AMZN) in San Francisco last month.
    • A grocery delivery service is on the drawing board at a number of companies and Internet upstarts, with many seeing more upside for delivering B2B instead of direct to households.
  • Sep. 24, 2014, 8:13 AM
  • Sep. 22, 2014, 7:08 AM
    • Amazon (NASDAQ:AMZN) workers at five logistical centers in Germany are on strike over a wage dispute.
    • The union group says it won't accept the right of Amazon to "arbitrarily" dictate salary levels, instead of using an established broad German retail wage structure.
    • The job walk-off is larger than one the company faced in Germany last year.
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  • Sep. 18, 2014, 2:25 AM
    • Amazon (NASDAQ:AMZN) has introduced a handful of new devices and upgraded models, further expanding its Kindle lineup.
    • At the forefront is the new $199 Kindle Voyage, the company's thinnest e-reader ever made. Amazon also gave a face-lift to its basic Kindle e-reader, which will now be equipped with a touch screen.
    • Other devices include a $99 Fire HD tablet, as well as a editions that have been designed for kids. Amazon's 7 and 8.9 inch Fire tablets were also upgraded.
  • Sep. 17, 2014, 5:32 PM
    • The joint venture between Boeing (NYSE:BA) and Lockheed (NYSE:LMT) that has a virtual monopoly on U.S. military- and spy-satellite launches is teaming with Jeff Bezos-led (NASDAQ:AMZN) startup Blue Origin to develop a new rocket engine intended to eventually replace a Russian-built engine that now powers Atlas V rockets.
    • The companies say they expect testing to begin in two years, with a first flight slated for 2019; cost estimates for the new engine are not disclosed, but a typical engine development program can take at least several years and cost in excess of $2B.
    • The deal comes as lawmakers and Pentagon officials have increased criticism of launch costs at the Boeing-Lockheed JV, which can top $400M for the most-capable versions of the Delta IV, the other rocket used by the venture; the JV also is confronting a major challenge from closely-held SpaceX, which is poised to become eligible for an array of Pentagon launches.
  • Sep. 15, 2014, 5:38 PM
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  • Sep. 15, 2014, 4:01 PM
    • SunTrust Robinson Humphrey analyst Bob Peck thinks RadioShack (NYSE:RSH) makes for an "interesting opportunity" for Amazon (NASDAQ:AMZN).
    • Though the strategic option has been bandied around for a while, RadioShack's slide toward bankruptcy opens up more possibilities for the Seattle e-commerce giant.
    • A RadioShack reorganization would allow Amazon to cherry-pick which of the 4K stores it would want and give it local distribution access points to help it with same-day delivery initiatives.
  • Sep. 15, 2014, 7:02 AM
    • Tax authorities in the Indian state of Karnataka have ordered some merchants to stop storing Amazon (NASDAQ:AMZN) products at warehouses due to a dispute over taxes.
    • The company is currently negotiating with the Karnataka government amid its  warning that it will close some operations in India if an agreement can't be struck.
    • E-commerce in India is expected to explode over the next few years, moving from $2.3B in sales last year to $32B by 2020.
AMZN vs. ETF Alternatives
Company Description 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.