Amazon 2022Q1

[tommycarstensen]

Amazon faldt 14% i fredags oven paa regnskab:
https://press.aboutamazon.com/news-releases/news-release-details/amazoncom-announces-first-quarter-results-1

Vaeksten i omsaetningen for kvartalet landede paa soelle 7%. Omsaetningen og vaeksten i segmenterne var som foelger:
Amazon Nordamerika $69mia +8%
Amazon International $29mia -6%
AWS $18mia +37%

Det er foerste gang nogensinde, at Amazon har enkeltcifret vaekst; se en af de vedhaeftede figurer. Men det skal ogsaa ses i lys af nogle rigtig gode corona-kvartaler med en vaekst paa ~40%. Det blev da ogsaa naevnt ifm deres telekonference:
https://www.fool.com/earnings/call-transcripts/2022/04/28/amazon-amzn-q1-2022-earnings-call-transcript/
"Worldwide net sales in Q1 were $116.4 billion, an increase of 9% year over year, excluding the impact of foreign exchange. This is the top end of our guidance range of $112 billion to $117 billion. Our compound annual growth since before the pandemic stands at 25%, a growth rate higher than what we were seeing before the pandemic."

Jeg kan stadig bedre lide Google. Det kan vaere Amazon skal skifte navn ligesom Facebook og Google Saa kan de signalere, at de ogsaa ejer AWS, et stort logistik-netvaerk, Alexa, Kindle, Ring, Prime Video (herunder MGM), Whole Foods, deres eget maerke Amazon Basics, Twitch, Zoox, ~20% af Rivian og ~5% af Aurora Innovation.

Disclaimer: Jeg har aktier i baade Amazon og Google.