EP129 - Amazon Q1 Earnings Hot Take
This episode is a hot take of the Amazon Q1 2018 earnings
Amazon Q1 Earnings Highlights $51b, which is a 43% y/y increase - 39% constant currency, 27% ex- Whole Foods NA was up 46% y/y which drove $1.1b in profits (26% ex WFM) Intl was up 21% constant currency and lost $622m AWS had a material acceleration up 48% y/y constant currency and profits were $1.4b Amazon Prime fee increasing to $119 (20% increase) Marketplace 52% 3P by Unit sales 3P Growing at 60% (constant currency) JMP GMV analysis-> 1P - $31b / 3P - $69b = $101B GMV Wingo GMV estimate -> 1p - $37b/ 3p - $66b = $103b GMVDon't forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes.
Episode 129 of the Jason & Scot show was recorded on Monday, April 30th 2018.
Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.