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| source: statista.com |
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| $AMZN |
- NASDAQ: AMZN
- Principal domain: amazon.com
- Amazon Investor Relations: https://ir.aboutamazon.com/investor-relations
UPDATE:
Amazon.com, Inc. Q3 2018 Earnings LIVE Webcast October 25, 2018, 5:30 p.m. EDT. The audio and associated slides will be available for at least three months thereafter at ir.aboutamazon.com.
Amazon -5% on Q3 revenue miss; AWS +46% Y/Y--SeekingAlpha.com.
Amazon -5% on Q3 revenue miss; AWS +46% Y/Y--SeekingAlpha.com.
See also "Amazon's Focus On High Standards - Does It Matter For Investors?"--seekingalpha.com:
It's easy to take for granted how unconventional Jeff Bezos is, but his approach to Amazon's business is worth a closer look. We do a close read of the 2017 shareholder letter he published this April to see if we can better understand the company as a business and as an investment. This also is a prequel for our miniseries on Amazon to come this November. As might be expected, there's a lot to discuss.
Topics covered:
3:00 – Setting the scene – Amazon’s 4-part shareholder letter
5:00 – The intro and the key performance indicators – the unique focus of Amazon’s letter
10:00 – The letter as sign of Bezos’s triumph, and as the changing context of the Amazon story
14:00 – Customer divinity and Amazon’s high standards – investment edge?
20:30 – The meta narrative and the six steps ahead thesis
24:00 – Tackling the quality vs. value narrative again and trying to translate this into the investment case
32:15 – The perfect handstand bit and the value of handstand philosophy
40:30 – Picking apart the 6-page memo process
47:30 - Amazon’s recent milestones, and there are many of ‘em – the all-binding importance of revenue
57:45 – Riding the Treasure Truck
1:01:45 – Singing Internationale about Amazon’s human resources policies, and the Bezosian meta-narrative
1:07:45 – What does all this tell us about Amazon as an investment?
1:11:30 – 2017 vs. 1997 letter
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