Amazon: 2 Risks, 1 Opportunity

Jul. 29, 2022 10:36 AM ETAmazon.com, Inc. (AMZN)RIVN, WMT8 Comments
The Asian Investor profile picture
The Asian Investor
17.2K Followers

Summary

  • Amazon’s Q2'22 revenues were better than expected.
  • Despite a strong outlook for Q3’22, the USD and the U.S. economy represent risks for Amazon’s e-Commerce business.
  • U.S. and international e-Commerce metrics continued to deteriorate.
  • Amazon's recession-resistant AWS business could provide relief.

Amazon fulfilment centre

georgeclerk

Amazon.com, Inc. (NASDAQ:AMZN)'s shares jumped more than 13% after the market closed yesterday on better-than-expected Q2'22 results. Despite a deteriorating macro environment, Amazon reported strong results from its Amazon Web Services segment and submitted a rosy outlook for the third

Amazon Q2'22 Results

Seeking Alpha - Amazon Q2'22 Results

Q2'22 Net Loss

Amazon

Q2'22 Segment Performance

Amazon - Q2'22 Segment Performance

Q2'22 AWS Performance

Amazon - Q2'22 AWS Performance

Revenue Estimates

Seeking Alpha: Amazon Revenue Estimates

This article was written by

The Asian Investor profile picture
17.2K Followers
I look for high-risk, high-reward situations. Five largest portfolio holdings: AMD, Micron, Alibaba, Ethereum, PayPal. Early buyer of cryptocurrencies. I live in Thailand :)

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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