亚马逊公布财报,云服务利润惊人
亚马逊(Amazon)公布的季度利润超出了分析师的预测,这表明公司对云计算、广告和其他高利润业务的专注投入正在持续得到回报。 这家位于西雅图的公司在周四的声明中表示,第一季度的每股收益为7.09美元。而分析师的预测值仅有每股4.67美元。公司季度收入同比上涨17%,达到597亿美元,与彭博社(Bloomberg)编制的分析师预测平均值相符。 近几个季度,随着这家零售商在云计算、数字广告和第三方卖家服务上的销售额水涨船高,公司的表现也持续走强,这些业务的盈利能力更甚于公司主要的在线交易业务。 亚马逊的收盘价为1,902.25美元,在盘后交易中股价没有什么变化。今年,这只股票的涨幅高达27%。 多年来,首席执行官杰夫·贝佐斯把亚马逊经营所得的大部分资金投入到新的构想当中。此举带来了惊人的收入增长,但却没给投资者留下什么收益。如今,公司的季度销售额自2015年以来增幅首次超过20%,股东开始期待更多的利润。这些利润大部分来自亚马逊网络服务(Amazon Web Services),它在计算能力和数据存储销售这个不断增长的市场中占据领先地位。 亚马逊网络服务的收入同比增长42%,达到77亿美元。该部门的运营收入为22亿美元,在亚马逊总收入中占比50%。 亚马逊“其他”领域的销售额也增长34%,达到27.2亿美元,这一部分大多来自广告。研究公司EMarketer估计,亚马逊的数字广告业务规模在美国可以排进第三,仅次于Alphabet的谷歌(Google)和Facebook。 亚马逊预计营业利润为36亿美元,低于分析师的预测,这表明公司为维持未来增长投入的资金可能比人们猜测的要更多。(财富中文网) 译者:严匡正 |
Amazon reported quarterly profit that exceeded analysts’ estimates, demonstrating the company’s focus on cloud-computing, advertising, and other high-margin businesses continues to pay off. First-quarter earnings were $7.09 a share, the Seattle-based company said Thursday in a statement. Analysts had projected $4.67 a share. Revenue gained 17% from a year ago to $59.7 billion—in line with the average estimate of analysts compiled by Bloomberg. The retailer has been buoyed in recent quarters by increasing sales in cloud-computing, digital advertising, and services for third-party sellers on Amazon’s retail site, all of which are more profitable than the company’s central online business. Shares were little changed in extended trading, after closing at $1,902.25 in New York. The stock has jumped 27% this year. Chief Executive Officer Jeff Bezos for years pumped most of the cash generated from Amazon’s operations back into new initiatives. That led to prodigious revenue growth, but little income left over for investors. Now, with quarterly sales growth of less than 20% for the first time since 2015, shareholders are seeking greater profit, much of which comes from the Amazon Web Services division, which leads in the growing market for selling computing power and data storage. AWS revenue gained almost 42% from a year earlier to $7.7 billion. The unit’s operating income was $2.2 billion, or 50% of Amazon’s total. Sales in Amazon’s “other” segment, which is mostly advertising, increased 34%, to 2.72 billion. The company’s digital advertising franchise has grown into the third largest in the U.S., trailing only Alphabet’s Google and Facebook, researcher EMarketer estimates. The company projected operating profit of as much as $3.6 billion, falling short of analysts’ estimates and suggesting the company may be spending more than anticipated on its bets for future growth. |