The Jason & Scot Show - E-Commerce And Retail News EP162 - Amazon Q4 2018 Earnings Hot Take
EP162 - Amazon Q4 2018 Earnings Hot Take
Jason & Scot will be podcasting live from the eTail West which is held Feb 19-22 in sunny Palm Springs, CA. As a special gift to listeners, you can use the code JASONSCOT for 20% off.
This episode is a hot take on Amazon Q4 2018 earnings
- Amazon Q4 Earnings Highlights
- $72.4BB, which is a 20% y/y increase
- $19.4B in Free cash flow
- Amazon grew North America 18% y/y and International 15% y/y, for a blended growth rate of 17%
- Unit growth decelerated to 14% from 15% in Q3
- Revenue from brick and mortar down 3%
- Amazon Web Services - Grew 45% to $7.4B for the quarter and generated $2.2b in operating income which was up 61% y/y
- Marketplace
- 52% of units, down from 53% levels in Q2 and Q3
- Wingo GMV estimate -> 150B GMV for the quarter. $450B GMV for the year ($300B GMV in North America).
- Amazon Ad Business - grew 95% y/y to $3.49B (Estimated $10B for the year)
- Pivotal estimates $38B by 2023
Jason & Scot will be podcasting live from the eTail West which is held Feb 19-22 in sunny Palm Springs, CA. As a special gift to listeners, you can use the code JASONSCOT for 20% off.
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Episode 162 of the Jason & Scot show was recorded on Thursday, January 31st, 2019.
Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer and Scot Wingo, CEO of GetSpiffy and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.