Since Amazon has multiple business arms now, looking at overall results on a company level offers fewer insights. Let's examine each business in more detail. There are two things to note in this earnings report:
The low margin e-commerce sales growth are slowing, but The high margin businesses (AWS, advertising and Prime Subscription) are absolutely crushing it
Is there a problem with its e-commerce business? There are two aspects to its e-commerce business:
1P low-margins marketplace: This is where Amazon owns the inventory and sells the product themselves. This is an extremely low marg...
The rest of this report is for members. Become a member to read it and the full archive since 2021, or log in below.