传亚马逊(AMZN.US)正与无线运营商洽谈向Prime会员提供低价移动服务

智通财经网2023-06-02

智通财经APP获悉，据知情人士透露，亚马逊(AMZN.US)正在与无线运营商洽谈向Prime会员提供低成本甚至可能免费的全国移动电话服务。据悉，亚马逊正与Verizon(VZ.US)、T-Mobile US(TMUS.US)和Dish Network(DISH.US)谈判，以获得尽可能低的批发价格。知情人士称，这样一来，亚马逊就可以向Prime会员提供每月10美元(约合人民币362元)乃至免费的...

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members","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9},"content_text":"智通财经APP获悉，据知情人士透露，亚马逊(AMZN.US)正在与无线运营商洽谈向Prime会员提供低成本甚至可能免费的全国移动电话服务。据悉，亚马逊正与Verizon(VZ.US)、T-Mobile US(TMUS.US)和Dish Network(DISH.US)谈判，以获得尽可能低的批发价格。知情人士称，这样一来，亚马逊就可以向Prime会员提供每月10美元(约合人民币362元)乃至免费的无线套餐，从而提高其客户群体的忠诚度。知情人士表示，谈判已经进行了六到八周，AT&T(T.US)有时也参与其中，但该计划可能还需要几个月的时间才能启动，而且有可能被取消。不过，亚马逊发言人Maggie Sivon在一份声明中说：“我们一直在探索为Prime会员增加更多的好处，但目前还没有增加无线服务的计划。”亚马逊的美国Prime会员每年支付139美元，就可以享受快速免费送货、视频流和收听1亿首歌曲等特权。分析人士表示，自从亚马逊将年费从119美元上调至139美元以来，其美国Prime会员数就一直停滞不前。这表明，对于在顽固的高通胀中挣扎的消费者来说，Prime会员资格的吸引力下降了。根据(Consumer Intelligence Research Partners的数据，截至今年3月，约有1.67亿亚马逊购物者拥有Prime会员资格，与去年同期持平。亚马逊的竞争对手沃尔玛(WMT.US)提供的每年98美元的“Walmart+”会员正在成为一种成本更低的选择。它提供了许多与Prime会员资格相同的福利，以及订单金额达35美元时的免费杂货送货服务。而今年2月，亚马逊将免费杂货配送门槛从35美元提高到150美元。亚马逊的影响力对于无线运营商们来说，与亚马逊的交易可以给批发收入带来可喜的提振，也是吸引更多流量到新拓展的5G网络的一种方式。不过，如果Prime会员资格附带的无线服务变得流行起来，并开始蚕食大型运营商的客户群，则可能会带来负面影响。作为全球最大的零售商之一，亚马逊开出的远低于市场价格的报价很容易削弱大型运营商的定价权。亚马逊可以选择以诱人的价格向其Prime会员提供无线服务，从而促使客户取消现有的无线服务。亚马逊也有可能扩大其业务范围，向任何想要转换无线服务并成为Prime会员的客户提供服务。每当亚马逊试图进入一个新市场，整个行业都会不寒而栗。因为亚马逊已经证明，该公司愿意承担数十亿美元的运输和电影制作成本，以推动Prime会员数量的增长。如果无线服务能让亚马逊在与沃尔玛的竞争中占据优势，那么它可能只是亚马逊愿意承受打击的又一项业务。运营商的烦恼尽管亚马逊的进入可能会给运营商们带来冲击，但运营商们并不能简单地拒绝。运营商们在5G网络方面投入了数十亿美元，但至今收效甚微。它们迫切希望找到新的应用和销售渠道，以获得一些投资回报。在一众运营商中，Dish Network已经在与亚马逊合作，后者的云计算部门AWS正在为Dish Network的无线服务的核心网络提供云计算服务。Dish Network预计最早将于下个月开始在亚马逊上销售其Boost Infinite无线服务。Dish Network正寻求转型为一家基于云计算的无线运营商，以便有能力与Verizon和AT&T竞争，但该公司背负着大量不良债务，且正在寻求新的融资渠道以启动Boost 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