Amazon Earnings Review: On Track For World Domination

seekingalpha2021-04-30

Summary Big Tech has been having an outstanding Q1, with Amazon being the latest to drop the mic with another massive all-around beat. AWS seems to justify bullish after-hours reaction more than ...

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精彩评论

koolgal
2021-05-15
koolgal
Amazon a powerful force to be reckoned with. Please like and comment. Thanks
- AnT:
  Agreed. The best part is that it's undervalued at the moment lol
- BluesyB:
  Looking to add
- kenong62:
  same here please comment n like
- koolgal:
  Thanks
- koolgal:
  Thanks
生肉麵加豬油渣
2021-05-13
生肉麵加豬油渣
Wow wow wow
SaveHK
2021-05-13
SaveHK
Owner selling like mad...very hard for price to go up.....
r39
2021-05-12
r39
Strong growth, wide moat and undervalued.. a good investment
- tungngie:
  yes, it seems so. argh, my capital is low. have to save up, hopefully can buy it soon. hehe.
fongj
2021-05-11
fongj
Got space to grow.
Wallstrtbets
2021-05-11
Wallstrtbets
Monopoly.

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Earnings Review: On Track For World Domination\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4422778-amazon-earnings-review-on-track-for-world-domination><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nBig Tech has been having an outstanding Q1, with Amazon being the latest to drop the mic with another massive all-around beat.\nAWS seems to justify bullish after-hours reaction more than ...</p>\n\n<a href=\"https://seekingalpha.com/article/4422778-amazon-earnings-review-on-track-for-world-domination\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMZN","symbol_name":"亚马逊","start_time":0,"source_url":"https://seekingalpha.com/article/4422778-amazon-earnings-review-on-track-for-world-domination","article_id":"1103818454","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1103818454","pubTimestamp":1619769216,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Summary\n\nBig Tech has been having an outstanding Q1, with Amazon being the latest to drop the mic wi","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZN":"亚马逊"},"translate_title":"亚马逊盈利回顾：迈向世界霸主地位","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9},"content_text":"Summary\n\nBig Tech has been having an outstanding Q1, with Amazon being the latest to drop the mic with another massive all-around beat.\nAWS seems to justify bullish after-hours reaction more than anything else, on the back of growth acceleration and solid margins.\nAmazon shares are looking hot, after a 16% one-month rally. But I think that AMZN will continue to grow into its valuation, in the long term.\n\nPhoto by 400tmax/iStock Unreleased via Getty Images\nBig Tech has been having an outstanding calendar first quarter in 2021. On April 29, it was Amazon's (AMZN) turn to drop the mic with another earnings smasher, its fourth consecutive all-around beat. The tech and consumer goods giant topped expectations across the board, and remained on track to achieve world domination: by far the largest global retailer and IaaS cloud provider.\nOne very important piece of Amazon's business seems to justify bullish after-hours reaction more than anything else, as I watch the stock soar 4% ahead of the earnings call. Amazon Web Services delivered much higher-than-forecasted revenues and solid margins of 30.8%, fueling optimism for cloud and digital transformation.\nResults were spotless\nWall Street already expected Amazon to have an outstanding quarter, with EPS climbing by nearly 100%. Little did analysts know that the company's earnings would top aggressive projections by the third widest margin of the past five years, at least. EPS of $15.79 was an astonishing 215% increase YOY.\nThe table below, particularly the area highlighted, depicts Amazon's impressive top-line performance. The broad North America and International segments, which basically encompass everything except cloud infrastructure services, experienced growth of at least 40%, fueled by:\n\nlingering stay-at-home tailwinds from the pandemic;\na likely permanent shift in how consumers shop (i.e. online);\nthe ramp up of smaller initiatives that are still in high-growth stage.\n\nSource: Collage from earnings report\nThe slower growth, smaller revenue AWS segment, however, is what I believe impressed investors the most in the first quarter. Top-line growth of 32% was quite an achievement, compared to 28% last quarter. The four percentage-point growthaccelerationcompares very favorably to Microsoft (MSFT) Azure's two percentage-point deceleration in the same period. This apparent shift in market share may explain why AMZN was up strongly after hours, while MSFT was down about 0.4%.\nI believe that the market pays too much attention to quarter-by-quarter cloud revenue flows. Matters like revenue recognition and lumpiness in large contracts can impact short-term performance. Yet, investor sentiment seems to get a boost whenever AWS performs well, as it did in the first quarter. All the better for Amazon shareholders.\nStock is hot, company is hotter\nSome might feel uneasy buying AMZN after the stock climbed 16% in the past month alone, while the S&P 500 traded higher by \"only\" 6% during the same period. This is especially true if one considers recent bullishness in Amazon stock to have been driven by a speculated stock split that, until now, has not been confirmed.\nBut on the heels of a killer quarter, I believe that it is very hard to build a bearish case on Amazon. Yes, multiples are high (see below), and they likely will continue to be for the foreseeable future. But the company's staggering fundamentals seem to justify the valuation premium. Consider the dizzying growth pace of virtually all Amazon's sub-segments, much of which I would credit to secular (not temporary, pandemic-related) trends in digital commerce and cloud adoption.\nData by YCharts\nTo invest in AMZN, I believe that one needs to focus on the long term. In the short term, anything can happen to the stock. A post-earnings, \"sell the news\" pullback driven by profit taking is certainly not out of question.\nBut look farther out in time, and it is likely that AMZN will continue to grow into its valuation. For example, 2026 EPS projections currently stand at over $200. Judging by what Amazon delivered in Q1, they could prove to be conservative estimates. At current levels, shares trade at a five-year forward P/E of only 17x, which is absurdly low (in my view) for a company that will likely continue to thrive well beyond the next few years.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":196695960,"gmtCreate":1621046618650,"gmtModify":1621208722732,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"htmlText":"Amazon a powerful force to be reckoned with.&nbsp; Please like and comment.&nbsp; Thanks","listText":"Amazon a powerful force to be reckoned with.&nbsp; Please like and comment.&nbsp; Thanks","text":"Amazon a powerful force to be reckoned with. Please like and comment. Thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/196695960","repostId":1103818454,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4334555,"gmtCreate":1621052838624,"gmtModify":1635494686333,"authorId":3578200234343382,"author":{"id":3578200234343382,"idStr":"3578200234343382","authorId":3578200234343382,"name":"AnT","avatar":"https://static.tigerbbs.com/a777c54118c03953e7be94b2700b9768","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196695960,"type":1,"supId":0,"prevId":0,"content":"Agreed. The best part is that it's undervalued at the moment <u>lol</u>","text":"Agreed. The best part is that it's undervalued at the moment <u>lol</u>","html":"Agreed. The best part is that it's undervalued at the moment <u>lol</u>"},{"id":4334605,"gmtCreate":1621053280208,"gmtModify":1635494681896,"authorId":3570969905136063,"author":{"id":3570969905136063,"idStr":"3570969905136063","authorId":3570969905136063,"name":"BluesyB","avatar":"https://static.tigerbbs.com/08ef378f4bf73e911f916e9158d59de7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196695960,"type":1,"supId":0,"prevId":0,"content":"Looking to add","text":"Looking to add","html":"Looking to add"},{"id":4334674,"gmtCreate":1621053790959,"gmtModify":1635494675293,"authorId":3574928367638029,"author":{"id":3574928367638029,"idStr":"3574928367638029","authorId":3574928367638029,"name":"kenong62","avatar":"https://static.tigerbbs.com/37fd00bd8cea11b8aa1aed6d9ddd9413","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196695960,"type":1,"supId":0,"prevId":0,"content":"same here please comment n like","text":"same here please comment n like","html":"same here please comment n like"},{"id":4334805,"gmtCreate":1621054421636,"gmtModify":1635494662548,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196695960,"type":1,"supId":4334674,"prevId":0,"content":"<u>Thanks</u>","text":"<u>Thanks</u>","html":"<u>Thanks</u>"},{"id":4334809,"gmtCreate":1621054473089,"gmtModify":1635494662216,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":196695960,"type":1,"supId":4334674,"prevId":0,"content":"<u>Thanks</u>","text":"<u>Thanks</u>","html":"<u>Thanks</u>"}],"langContent":"EN"},{"id":191455075,"gmtCreate":1620902331497,"gmtModify":1634195442098,"author":{"id":"3559357742503712","authorId":"3559357742503712","name":"生肉麵加豬油渣","avatar":"https://static.tigerbbs.com/797772e5857b1091ed85d4b17fe6201b","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3559357742503712","authorIdStr":"3559357742503712"},"htmlText":"Wow wow wow","listText":"Wow wow wow","text":"Wow wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191455075","repostId":1103818454,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":191641416,"gmtCreate":1620877042635,"gmtModify":1634195637620,"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3570678493691973","authorIdStr":"3570678493691973"},"htmlText":"Owner selling like mad...very hard for price to go up.....","listText":"Owner selling like mad...very hard for price to go up.....","text":"Owner selling like mad...very hard for price to go up.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191641416","repostId":1103818454,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":193138022,"gmtCreate":1620774297966,"gmtModify":1631890242943,"author":{"id":"3574073427167727","authorId":"3574073427167727","name":"r39","avatar":"https://static.tigerbbs.com/dc513ccd203a6a79ff71de9292d1cff1","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574073427167727","authorIdStr":"3574073427167727"},"htmlText":"Strong growth, wide moat and undervalued.. a good investment&nbsp;","listText":"Strong growth, wide moat and undervalued.. a good investment&nbsp;","text":"Strong growth, wide moat and undervalued.. a good investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193138022","repostId":1103818454,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4297365,"gmtCreate":1620779245912,"gmtModify":1631890242949,"authorId":3576456086582950,"author":{"id":3576456086582950,"idStr":"3576456086582950","authorId":3576456086582950,"name":"tungngie","avatar":"https://static.tigerbbs.com/988bf89c2727c98e8bd27200a813c1b2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":193138022,"type":1,"supId":0,"prevId":0,"content":"yes, it seems so. argh, my capital is low. have to save up, hopefully can buy it soon. hehe.","text":"yes, it seems so. argh, my capital is low. have to save up, hopefully can buy it soon. hehe.","html":"yes, it seems so. argh, my capital is low. have to save up, hopefully can buy it soon. hehe."}],"langContent":"EN"},{"id":199768247,"gmtCreate":1620734995689,"gmtModify":1634196747521,"author":{"id":"3576237822910328","authorId":"3576237822910328","name":"fongj","avatar":"https://static.tigerbbs.com/9ce49c725fb9db07e6d4fad9c0dc7eef","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576237822910328","authorIdStr":"3576237822910328"},"htmlText":"Got space to grow.","listText":"Got space to grow.","text":"Got space to grow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199768247","repostId":1103818454,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":199780133,"gmtCreate":1620734129922,"gmtModify":1634196756653,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"htmlText":"Monopoly.","listText":"Monopoly.","text":"Monopoly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199780133","repostId":1103818454,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":132,"commentSize":41,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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