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Amazon.com, Inc. (AMZN)

- NASDAQ
  • Apr. 26, 2012, 6:30 PM
    Amazon states on its Q1 (I, II) earnings call (webcast) that sales from third parties on Amazon's site, which tend to carry lower margins, rose 300 bps Q/Q. The company also says it plans to invest another $800M-$900M on capex in Q2, evidence its aggressive spending isn't letting up. However, few details are provided about the Kindle and e-book disputes. AMZN +13.4% AH.
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  • Apr. 26, 2012, 4:46 PM
    More on Amazon's Q1: Operating income of $192M well above guidance, but down 40% Y/Y. Company expects Q2 operating income of -$260M to $40M. North American sales +36% Y/Y (+37% in Q4), international +31% (even with Q4). Merchandise sales +43%, media +19%. Cost of sales growth (+32%) slightly below revenue growth, but fulfillment expense growth (+51%) well above. $960M in shares repurchased. No specifics on Kindle sales. AMZN +10.2% AH. (PR)
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  • Apr. 26, 2012, 4:34 PM
    Amazon.com (AMZN): Q1 EPS of $0.28 beats by $0.21. Revenue of $13.18B (+34% Y/Y) beats by $228M. Expects Q2 revenue of $11.9B-$13.3B vs. $12.8B consensus. Shares +9.7% AH. (PR)
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  • Apr. 26, 2012, 1:21 PM
    Groupon (GRPN -2.4%) heads south following CEO Andrew Mason's all-hands meeting. Possibly hurting shares is Amazon's (AMZN) introduction of new personalization features for its AmazonLocal daily deals product. Amazon's effort will rely on user preferences and the company's extensive experience in offering product recommendations.
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  • Apr. 23, 2012, 5:16 PM
    More on Texas Instruments' Q1: TI expects Q2 revenue of $3.22B-$3.48B and EPS (exc. one-time charges) of $0.36-$0.44, compared with a consensus of $3.29B and $0.40. Analog sales fell only 1% Q/Q in spite of seasonality, which suggests TI is benefiting from synergies related to the National Semi acquisition. Wireless chip sales (previous) fell 48% Q/Q and 43% Y/Y - Nokia definitely played a role, but did Amazon as well? TXN +3.8% AH. (PR) (earnings call - 5:30 PM ET)
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  • Apr. 12, 2012, 5:08 PM
    Barnes & Noble (BKS -6.4%), off sharply for the second day following the DOJ's e-book settlement with 3 publishers, is up 1.6% AH after announcing a version of its Nook Simple Touch e-reader with built-in lighting. The product is said to be "optimized for low-light conditions," and will sell for $139. Amazon (AMZN), whose Kindle Touch goes for $99, is reportedly working on a front-lit Kindle.
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  • Apr. 12, 2012, 10:40 AM
    Barnes & Noble (BKS -4%) drops again as the e-book settlement (I, II) appears likely to prompt rival Amazon (AMZN +2.1%) to cut prices to grab market share and further pressure profit margins for BKS if it gets into an e-book pricing war.
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  • Apr. 10, 2012, 1:36 PM
    Amazon (AMZN -2.1%) plans to add a feature to it apps for Kindle and Android devices that allows users to make purchases using the firm's one-click purchasing feature. The move should help Amazon attract better apps and content by empowering developers to charge for digital content and subscriptions.
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  • Apr. 4, 2012, 3:15 PM
    Investors underestimate the variable costs in Amazon’s (AMZN -2.9%) business, costs that could hold back margins for longer than expected, Morgan Stanley says in reiterating an Equal Weight rating on shares. While investors are dazzled with the “incremental gross margin” AMZN achieves, those figures “exclude relevant variable costs, which artificially inflate reported gross margins.”
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  • Apr. 4, 2012, 12:22 PM
    Best Buy's (BBY -1.4%) online prices averaged 4.2% higher than Amazon's (AMZN -3.1%), according to a Barclays survey that does not paint BBY in a flattering light. Best Buy could claim the best buy on just 4% of products, while AMZN offered a better price on 54%. BBY also offered free shipping on fewer items, and was less competitive on taxes.
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  • Apr. 2, 2012, 7:56 AM
    Amazon (AMZN) is downgraded to Neutral at BAML, saying estimates for the company are too high. The Street currently expects Q2 EPS guidance of $0.49, but ML believes it could be just $0.27. Shares -2.4% premarket.
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  • Mar. 28, 2012, 10:17 AM
    DigiTimes reports that Google (GOOG +1.5%) this summer will release a 7-inch tablet manufactured by Taiwan's Asustek. The model is expected to be priced at $199, meant to compete with Amazon's (AMZN) Kindle Fire at the same price. A separate NY Post report has GOOG rolling out a branded tablet at $150.
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  • Mar. 22, 2012, 11:59 AM
    More than just Lions Gate (LGF -5.5%) could enjoy a Hunger Games boost, from booksellers to movie companies and theaters to toy companies with character tie-ins to capitalize on the franchise, according to Kapitall: SCHL, AMZN, HAS, MAT, IMAX. But trying to play this movie "isn’t a way to make a killing. It’s a way to get killed," Ben Levisohn warns. (also)
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  • Mar. 20, 2012, 5:46 PM
    Though it opened lower, Amazon (AMZN +3.7%) finished the day with a solid gain, as analysts rushed to praise its acquisition of Kiva (I, II). Goldman and JPMorgan note the potential of Kiva's technology to put a lid on Amazon's soaring headcount and fulfillment expenses, and UBS, which believes Kiva generated $100M in 2011 revenue, thinks the deal should be accretive going forward.
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  • Mar. 9, 2012, 12:47 PM
    Texas Instruments' (TXN -1.2%) reduced outlook may indicate weak Kindle Fire sales, given the reaction in Amazon (AMZN -1.9%) shares; the Kindle Fire runs on a TI OMAP 4430 processor. TI says weak demand from a few OMAP customers led it to adjust its numbers; most analysts pin the blame on Kindle, a few see Nokia (NOK) and RIMM, but most seem inclined to hang in for a turnaround.
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  • Mar. 7, 2012, 3:10 PM
    Broadcom (BRCM +3%) could replace Texas Instruments (TXN +1.5%) as the combo chip supplier for the next generation of Amazon's (AMZN) Kindle Fire, Lazard says, estimating the design win could add $30M to BRCM's 2012 revenue and better position it in the tablet market. The firm also says BRCM is well positioned to maintain the combo chip business for Apple's latest iPad.
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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