亚马逊财报总结（2023.10.26）

Net Sales Growth: A remarkable increase of 13% to $143.1 billion compared to $127.1 billion in Q3 2022.
Segment Performance: North America sales up by 11% to $87.9 billion, International sales grew 16% to $32.1 billion, and AWS sales climbed 12% to $23.1 billion.
Operating Income: A phenomenal increase to $11.2 billion, compared to just $2.5 billion in Q3 2022.
Net Income and EPS: Net income stood at $9.9 billion or $0.94 per diluted share, a substantial rise from $2.9 billion or $0.28 per diluted share in Q3 2022.
AWS Momentum: Operating income for AWS was $7.0 billion, up from $5.4 billion in Q3 2022.
Cash Flows: Operating cash flow surged by 81% to $71.7 billion for the trailing 12 months, with free cash flow showing a positive inflow of $21.4 billion.

CEO Statement:
“We had a strong third quarter...and we’re excited for what’s to come,” said Andy Jassy, Amazon CEO.

匿名用户 发表于 2023-10-27 21:20:56
好奇亚麻ads是面向谁
面向seller的话，人家本来在你平台卖东西就是交费的，现在变向收更高的费用？
加到seller上，然后再转给customer？

没懂，难道谷歌Meta的广告不是加到seller上然后再转给customer？

不知道和Meta还有微软比，亚马逊这次财报怎么样？

匿名用户 发表于 2023-10-28 00:05
没懂，难道谷歌Meta的广告不是加到seller上然后再转给customer？

我是感觉你用google meta都没给钱，你也不觉得是用户，affiliation没那么强，人家只是用你个免费tool。

亚麻的客户affiliation更强，别说prime会员了，我是prime会员都一堆sponsored的ads
这我就感觉有点饮鸩止渴了。

你100个seller， 10b的销售，现在好了，100个seller里面 20个付了广告费，流量更多，剩下80个seller流量跟少，如果还是10b的销售额，也就是变相把整体销售费用提高了，不管是对seller还是customer都没啥好处。

好奇亚麻ads是面向谁
面向seller的话，人家本来在你平台卖东西就是交费的，现在变向收更高的费用？
加到seller上，然后再转给customer？

不错 亚麻赢麻了

匿名用户 发表于 2023-10-27 21:20:56
好奇亚麻ads是面向谁
面向seller的话，人家本来在你平台卖东西就是交费的，现在变向收更高的费用？
加到seller上，然后再转给customer？

15%佣金百分百要给，ads费用全部压在seller上面，然后价格还在一直下探，压力并没有给customer，那是因为产品同质化过于严重，自发内卷