SamSuka
The Long Investor
The Long Investor

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$AMZN Earnings:

$AMZN RESULTS: Q4  


❖ Net sales $169.96B, +14% y/y, EST $166.21B 

❖ Online stores net sales $70.54B, +9.3% y/y, EST $68.91B 

❖ Physical Stores net sales $5.15B, +3.9% y/y, EST $5.23B 

❖ Third-Party Seller Services net sales $43.56B, +20% y/y, EST $41.96B 

❖ AWS net sales $24.20B, +13% y/y, EST $24.22B 

❖ North America net sales $105.51B, +13% y/y, EST $102.88B 

❖ International net sales $40.24B, +17% y/y, EST $38.96B 

❖ Third-party seller services net sales excluding F/X +19% vs. +24% y/y, EST +15.9% 

❖ Amazon Web Services net sales excluding F/X +13% vs. +20% y/y, EST +11.8% 

❖ EPS $1.00 vs. 94c q/q, EST 78c 

❖ Operating income $13.21B vs. $2.74B y/y, EST $10.49B 

❖ Operating margin 7.8% vs. 1.8% y/y, EST 6.17% 

❖ North America operating margin +6.1% vs. -0.3% y/y, EST +4.12%  

❖ International operating margin -1% vs. -6.5% y/y, EST -1.27% 

❖ Fulfillment expense $26.10B, +13% y/y, EST $25.2B 

❖ Seller unit mix 61% vs. 59% y/y, EST 59.5%

Comments

who's pulling the rip cord at 188?

House of Wick

What a beast. Long AMZN

makis

Boooom 🔥🔥🔥

M


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