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2021-07-29
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Amazon Q2 FY2021 Earnings Report Preview: What to Look For<blockquote>亚马逊 2021 财年第二季度收益报告预览：看点</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":801788779,"tweetId":"801788779","gmtCreate":1627535143591,"gmtModify":1633764014400,"author":{"id":3583315352076001,"idStr":"3583315352076001","authorId":3583315352076001,"authorIdStr":"3583315352076001","name":"ANZ1991","avatar":"https://static.tigerbbs.com/a373575a49907ced0897be78fc14bbdc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Strong </p></body></html>","htmlText":"<html><head></head><body><p>Strong </p></body></html>","text":"Strong","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/801788779","repostId":1114682225,"repostType":4,"repost":{"id":"1114682225","kind":"news","pubTimestamp":1627528457,"share":"https://www.laohu8.com/m/news/1114682225?lang=zh_CN&edition=full","pubTime":"2021-07-29 11:14","market":"us","language":"en","title":"Amazon Q2 FY2021 Earnings Report Preview: What to Look For<blockquote>亚马逊 2021 财年第二季度收益报告预览：看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114682225","media":"investopedia","summary":"KEY TAKEAWAYS\n\nAnalysts estimate EPS of $12.47 vs. $10.30 in Q2 FY 2020.\nAWS revenue is expected to ","content":"<p><b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Analysts estimate EPS of $12.47 vs. $10.30 in Q2 FY 2020.</li> <li>AWS revenue is expected to rise at healthy pace YOY.</li> <li>Companywide revenue is expected to rise, but at a slower pace than recent quarters as analysts watch for the pandemic-induced boom in online shopping to slow.</li> </ul> Amazon.com Inc. (AMZN) has seen its earnings and revenue balloon amid the shift to online commerce and cloud computing triggered by the COVID-19 pandemic. Now, Amazon is facing perhaps the biggest management transition in the company's 27-year history. The second quarter was the final period with founder Jeff Bezos at the helm. In his place, Amazon veteran Andy Jassy, who helped build the giant cloud services business, will lead the company's growth as the new chief executive officer (CEO). Bezos stepped down on July 5.1</p><p><blockquote><ul><li>分析师预计 2020 财年第二季度每股收益为 12.47 美元，而 10.30 美元。</li><li>AWS 收入预计将以健康的速度同比增长。</li><li>全公司收入预计将增长，但增速低于最近几个季度，因为分析师认为大流行引发的在线购物繁荣将会放缓。</li></ul>在 COVID-19 大流行引发的向在线商务和云计算的转变中，亚马逊公司 (AMZN) 的盈利和收入激增。现在，亚马逊正面临着该公司27年历史上最大的管理层转型。第二季度是创始人杰夫·贝索斯掌舵的最后一段时间。接替他的是帮助建立巨型云服务业务的亚马逊资深人士安迪·贾西（Andy Jassy），他将作为新任首席执行官（CEO）领导公司的发展。贝佐斯于 7 月 5.1 日辞职</blockquote></p><p> Investors will be closely watching Amazon's financial performance, and Jassy's plans for future growth, when the company reports earnings on July 29, 2021 for Q2 FY 2021.2Analysts expect both earnings per share (EPS) and revenue to rise, but at a much slower pace than in recent quarters.3</p><p><blockquote>当亚马逊于 2021 年 7 月 29 日公布 2021 财年第二季度收益时，投资者将密切关注亚马逊的财务业绩以及 Jassy 的未来增长计划。2分析师预计每股收益 (EPS) 和收入都将上升，但增长速度比最近几个季度慢得多。3</blockquote></p><p> Investors will also be focusing on revenue generated by Amazon Web Services (AWS), the company's high-margincloud computingbusiness. AWS still comprises a relatively small share of the company's overall revenue, but it generates the majority of Amazon's operating income. Analysts are expecting AWS revenue growth to slow slightly in the second quarter.3</p><p><blockquote>投资者还将关注该公司高利润率云计算业务亚马逊网络服务 (AWS) 产生的收入。AWS 在公司总收入中所占份额仍然相对较小，但它创造了亚马逊的大部分经营利润。分析师预计 AWS 第二季度收入增长将略有放缓。3</blockquote></p><p> Amazon's shares have underperformed the broader market over the past year. The stock had been keeping pace with the market from the end of July 2020 until early November 2020. It then started to lag. But the stock has begun to narrow its performance gap with the market since early June 2021. Shares of Amazon have provided a total return of 18.7% over the past year, below the S&P 500's total return of 35.9%.</p><p><blockquote>过去一年，亚马逊的股价表现逊于大盘。该股自2020年7月底至2020年11月初一直与市场保持同步。然后它开始滞后。但自2021年6月初以来，该股已开始缩小与市场的业绩差距。亚马逊股票过去一年的总回报率为 18.7%，低于标准普尔 500 指数 35.9% 的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7efc7554eea9b91f01379acc5abc25d2\" tg-width=\"1772\" tg-height=\"677\" referrerpolicy=\"no-referrer\"><span>Source: TradingView.Amazon Earnings History</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView.Amazon 盈利历史</span></p></blockquote></p><p> The stock tumbled in the days following the release of Amazon'sQ1 FY 2021earnings report in late April despite dramatically beating analysts' consensus estimates. It continued to sink until around mid-May. EPS rose 215.2%, bouncing back after declining 29.4% in the year-ago quarter. Revenue grew 43.8% year over year (YOY), marking the fastest pace of growth in at least 15 quarters.3</p><p><blockquote>尽管亚马逊 2021 财年第一季度收益报告大幅超出分析师的普遍预期，但该股在 4 月底发布后的几天内暴跌。它继续下沉，直到五月中旬左右。每股收益增长 215.2%，在去年同期下降 29.4% 后反弹。收入同比增长 43.8%，创下至少 15 个季度以来最快的增长速度。3</blockquote></p><p> InQ4 FY 2020, Amazon crushed analysts' earnings expectations. EPS rose 117.7% compared to the year-ago quarter, marking the second fastest pace of growth since Q3 FY 2018. Revenue expanded 43.6% YOY, accelerating from Q3's pace of 37.4%.3The company announced in its fourth quarter earnings release that Jassy would be taking over the role of CEO from Bezos beginning in the third quarter of FY 2021. \"Right now I see Amazon at its most inventive ever, making it an optimal time for this transition,\" said Bezos.4</p><p><blockquote>2020 财年第四季度，亚马逊超出了分析师的盈利预期。每股收益较去年同期增长117.7%，创下2018财年第三季度以来第二快的增长速度。收入同比增长 43.6%，较第三季度 37.4% 的增速有所加快。3该公司在第四季度财报中宣布，贾西将从 2021 财年第三季度开始接替贝佐斯担任首席执行官一职。“现在我看到亚马逊处于有史以来最具创造力的状态，这是实现这一转变的最佳时机，”贝佐斯说。4</blockquote></p><p> Analysts expect Amazon to post another quarter of healthy earnings and revenue growth in Q2 FY 2021. EPS is expected to rise 21.0% as revenue grows 29.8% compared to the year-ago quarter. It would be the slowest pace of growth for both the top and bottom lines since Q1 FY 2020. For full-year FY 2021, analysts expect EPS to rise 35.9% while annual revenue expands 27.1%, slowing from last year's pace.</p><p><blockquote>分析师预计亚马逊将在 2021 财年第二季度实现另一个季度的健康盈利和收入增长。每股收益预计将增长 21.0%，收入较去年同期增长 29.8%。这将是自 2020 财年第一季度以来营收和利润的最慢增长速度。分析师预计 2021 财年全年每股收益将增长 35.9%，而年收入将增长 27.1%，低于去年的增速。</blockquote></p><p> <b>Amazon Key Stats</b></p><p><blockquote><b>亚马逊密钥统计数据</b></blockquote></p><p> <table></table> <table> <tbody> <tr> <td>Estimate for Q2 2021 (FY)</td> <td>Q2 2020 (FY)</td> <td>Q2 2019 (FY)</td> </tr> <tr> <td>Earnings Per Share ($)</td> <td>$12.47</td> <td>$10.30</td> <td>$5.22</td> </tr> <tr> <td>Revenue ($B)</td> <td>$115.4</td> <td>$88.9</td> <td>$63.4</td> </tr> <tr> <td>AWS Revenue ($B)</td> <td>$14.2</td> <td>$10.8</td> <td>$8.4</td> </tr> </tbody> </table> <b>The Key Metric</b></p><p><blockquote><table></table><table><tbody><tr><td>2021 年第二季度（财年）预测</td><td>2020年第二季度（财年）</td><td>2019年第二季度（财年）</td></tr><tr><td>每股收益（美元）</td><td>$12.47</td><td>$10.30</td><td>$5.22</td></tr><tr><td>收入（美元）</td><td>$115.4</td><td>$88.9</td><td>$63.4</td></tr><tr><td>AWS 收入 ($B)</td><td>$14.2</td><td>$10.8</td><td>$8.4</td></tr></tbody></table><b>关键指标</b></blockquote></p><p></p><p> As mentioned above, investors will also be focused on revenue generated by AWS, Amazon's cloud-computing platform. AWS offers developers a range of on-demand technology services, such as compute, storage, database, analytics, machine learning, and other services.5These services are primarily used by start-ups, enterprises, government agencies, and academic institutions. The company's AWS business generates much higher margins than itse-commercebusiness. In FY 2020,Amazon'sglobal retail sales- and subscription-based business segments generated about 88% of the company's total revenue while AWS accounted for a mere 12%. However, AWS accounted for 59% of total operating income for the year, making it Amazon's main profit generator.6But investors won't want to ignore results for Amazon's e-commerce business, which has greatly expanded throughout the pandemic. Investors will want to see how much of the company's additional e-commerce sales generated during the pandemic will persist as more traditional brick-and-mortar shops begin to reopen again.</p><p><blockquote>如上所述，投资者还将关注亚马逊云计算平台AWS产生的收入。AWS为开发人员提供一系列按需技术服务，如计算、存储、数据库、分析、机器学习和其他服务。5这些服务主要由初创企业、企业、政府机构和学术机构使用。该公司的 AWS 业务产生的利润率远高于其 TSE-CommerceBusiness。2020财年，亚马逊的全球零售销售和订阅业务部门约占公司总收入的88%，而AWS仅占12%。然而，AWS 占当年总经营利润的 59%，成为亚马逊的主要利润来源。6但投资者不想忽视亚马逊电子商务业务的业绩，该业务在整个疫情期间大幅扩张。随着更多传统实体店开始重新开业，投资者希望看看该公司在疫情期间产生的额外电子商务销售额有多少会持续下去。</blockquote></p><p> Growth in AWS revenue has consistently slowed over the past five years, despite a brief acceleration in FY 2018. In FY 2015, annual AWS revenue grew 69.7%. Last year, revenue for Amazon's cloud segment grew at a healthy, but slower, 29.5% pace. In each of the last three quarters of FY 2020, growth in AWS revenue ranged between 28-29% YOY. In Q1 FY 2021, growth accelerated to a pace of 32.1%. At the end of the first quarter, AWS led the $150-billion global cloud market with a 32% share, well ahead of both Microsoft Corp.'s (MSFT) Azure and Alphabet Inc.'s (GOOGL) Google Cloud.7Analysts expect AWS revenue to increase 31.2% in Q2 FY 2021, slightly slower than the previous quarter's pace. For full-year FY 2021, AWS revenue is expected to rise 30.3%, slightly faster than last year.</p><p><blockquote>尽管 2018 财年短暂加速，但 AWS 收入增长在过去五年中一直放缓。2015财年，AWS年收入增长69.7%。去年，亚马逊云业务的收入以 29.5% 的健康但较慢的速度增长。在 2020 财年的最后三个季度中，AWS 收入同比增长 28-29%。2021财年第一季度，增长率加速至32.1%。第一季度末，AWS 以 32% 的份额引领价值 1500 亿美元的全球云市场，远远领先于微软公司 (MSFT) 的 Azure 和Alphabet公司 (GOOGL) 的 Google Cloud。7分析师预计 AWS 收入将增长 31.2%2021 财年第二季度，略慢于上一季度的速度。2021财年全年，AWS收入预计将增长30.3%，略高于去年。</blockquote></p><p></p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Q2 FY2021 Earnings Report Preview: What to Look For<blockquote>亚马逊 2021 财年第二季度收益报告预览：看点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 12.5px; color: #7E829C; margin: 0;}\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 Q2 FY2021 Earnings Report Preview: What to Look For<blockquote>亚马逊 2021 财年第二季度收益报告预览：看点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investopedia</strong><span class=\"h-time small\">2021-07-29 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Analysts estimate EPS of $12.47 vs. $10.30 in Q2 FY 2020.</li> <li>AWS revenue is expected to rise at healthy pace YOY.</li> <li>Companywide revenue is expected to rise, but at a slower pace than recent quarters as analysts watch for the pandemic-induced boom in online shopping to slow.</li> </ul> Amazon.com Inc. (AMZN) has seen its earnings and revenue balloon amid the shift to online commerce and cloud computing triggered by the COVID-19 pandemic. Now, Amazon is facing perhaps the biggest management transition in the company's 27-year history. The second quarter was the final period with founder Jeff Bezos at the helm. In his place, Amazon veteran Andy Jassy, who helped build the giant cloud services business, will lead the company's growth as the new chief executive officer (CEO). Bezos stepped down on July 5.1</p><p><blockquote><ul><li>分析师预计 2020 财年第二季度每股收益为 12.47 美元，而 10.30 美元。</li><li>AWS 收入预计将以健康的速度同比增长。</li><li>全公司收入预计将增长，但增速低于最近几个季度，因为分析师认为大流行引发的在线购物繁荣将会放缓。</li></ul>在 COVID-19 大流行引发的向在线商务和云计算的转变中，亚马逊公司 (AMZN) 的盈利和收入激增。现在，亚马逊正面临着该公司27年历史上最大的管理层转型。第二季度是创始人杰夫·贝索斯掌舵的最后一段时间。接替他的是帮助建立巨型云服务业务的亚马逊资深人士安迪·贾西（Andy Jassy），他将作为新任首席执行官（CEO）领导公司的发展。贝佐斯于 7 月 5.1 日辞职</blockquote></p><p> Investors will be closely watching Amazon's financial performance, and Jassy's plans for future growth, when the company reports earnings on July 29, 2021 for Q2 FY 2021.2Analysts expect both earnings per share (EPS) and revenue to rise, but at a much slower pace than in recent quarters.3</p><p><blockquote>当亚马逊于 2021 年 7 月 29 日公布 2021 财年第二季度收益时，投资者将密切关注亚马逊的财务业绩以及 Jassy 的未来增长计划。2分析师预计每股收益 (EPS) 和收入都将上升，但增长速度比最近几个季度慢得多。3</blockquote></p><p> Investors will also be focusing on revenue generated by Amazon Web Services (AWS), the company's high-margincloud computingbusiness. AWS still comprises a relatively small share of the company's overall revenue, but it generates the majority of Amazon's operating income. Analysts are expecting AWS revenue growth to slow slightly in the second quarter.3</p><p><blockquote>投资者还将关注该公司高利润率云计算业务亚马逊网络服务 (AWS) 产生的收入。AWS 在公司总收入中所占份额仍然相对较小，但它创造了亚马逊的大部分经营利润。分析师预计 AWS 第二季度收入增长将略有放缓。3</blockquote></p><p> Amazon's shares have underperformed the broader market over the past year. The stock had been keeping pace with the market from the end of July 2020 until early November 2020. It then started to lag. But the stock has begun to narrow its performance gap with the market since early June 2021. Shares of Amazon have provided a total return of 18.7% over the past year, below the S&P 500's total return of 35.9%.</p><p><blockquote>过去一年，亚马逊的股价表现逊于大盘。该股自2020年7月底至2020年11月初一直与市场保持同步。然后它开始滞后。但自2021年6月初以来，该股已开始缩小与市场的业绩差距。亚马逊股票过去一年的总回报率为 18.7%，低于标准普尔 500 指数 35.9% 的总回报率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7efc7554eea9b91f01379acc5abc25d2\" tg-width=\"1772\" tg-height=\"677\" referrerpolicy=\"no-referrer\"><span>Source: TradingView.Amazon Earnings History</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView.Amazon 盈利历史</span></p></blockquote></p><p> The stock tumbled in the days following the release of Amazon'sQ1 FY 2021earnings report in late April despite dramatically beating analysts' consensus estimates. It continued to sink until around mid-May. EPS rose 215.2%, bouncing back after declining 29.4% in the year-ago quarter. Revenue grew 43.8% year over year (YOY), marking the fastest pace of growth in at least 15 quarters.3</p><p><blockquote>尽管亚马逊 2021 财年第一季度收益报告大幅超出分析师的普遍预期，但该股在 4 月底发布后的几天内暴跌。它继续下沉，直到五月中旬左右。每股收益增长 215.2%，在去年同期下降 29.4% 后反弹。收入同比增长 43.8%，创下至少 15 个季度以来最快的增长速度。3</blockquote></p><p> InQ4 FY 2020, Amazon crushed analysts' earnings expectations. EPS rose 117.7% compared to the year-ago quarter, marking the second fastest pace of growth since Q3 FY 2018. Revenue expanded 43.6% YOY, accelerating from Q3's pace of 37.4%.3The company announced in its fourth quarter earnings release that Jassy would be taking over the role of CEO from Bezos beginning in the third quarter of FY 2021. \"Right now I see Amazon at its most inventive ever, making it an optimal time for this transition,\" said Bezos.4</p><p><blockquote>2020 财年第四季度，亚马逊超出了分析师的盈利预期。每股收益较去年同期增长117.7%，创下2018财年第三季度以来第二快的增长速度。收入同比增长 43.6%，较第三季度 37.4% 的增速有所加快。3该公司在第四季度财报中宣布，贾西将从 2021 财年第三季度开始接替贝佐斯担任首席执行官一职。“现在我看到亚马逊处于有史以来最具创造力的状态，这是实现这一转变的最佳时机，”贝佐斯说。4</blockquote></p><p> Analysts expect Amazon to post another quarter of healthy earnings and revenue growth in Q2 FY 2021. EPS is expected to rise 21.0% as revenue grows 29.8% compared to the year-ago quarter. It would be the slowest pace of growth for both the top and bottom lines since Q1 FY 2020. For full-year FY 2021, analysts expect EPS to rise 35.9% while annual revenue expands 27.1%, slowing from last year's pace.</p><p><blockquote>分析师预计亚马逊将在 2021 财年第二季度实现另一个季度的健康盈利和收入增长。每股收益预计将增长 21.0%，收入较去年同期增长 29.8%。这将是自 2020 财年第一季度以来营收和利润的最慢增长速度。分析师预计 2021 财年全年每股收益将增长 35.9%，而年收入将增长 27.1%，低于去年的增速。</blockquote></p><p> <b>Amazon Key Stats</b></p><p><blockquote><b>亚马逊密钥统计数据</b></blockquote></p><p> <table></table> <table> <tbody> <tr> <td>Estimate for Q2 2021 (FY)</td> <td>Q2 2020 (FY)</td> <td>Q2 2019 (FY)</td> </tr> <tr> <td>Earnings Per Share ($)</td> <td>$12.47</td> <td>$10.30</td> <td>$5.22</td> </tr> <tr> <td>Revenue ($B)</td> <td>$115.4</td> <td>$88.9</td> <td>$63.4</td> </tr> <tr> <td>AWS Revenue ($B)</td> <td>$14.2</td> <td>$10.8</td> <td>$8.4</td> </tr> </tbody> </table> <b>The Key Metric</b></p><p><blockquote><table></table><table><tbody><tr><td>2021 年第二季度（财年）预测</td><td>2020年第二季度（财年）</td><td>2019年第二季度（财年）</td></tr><tr><td>每股收益（美元）</td><td>$12.47</td><td>$10.30</td><td>$5.22</td></tr><tr><td>收入（美元）</td><td>$115.4</td><td>$88.9</td><td>$63.4</td></tr><tr><td>AWS 收入 ($B)</td><td>$14.2</td><td>$10.8</td><td>$8.4</td></tr></tbody></table><b>关键指标</b></blockquote></p><p></p><p> As mentioned above, investors will also be focused on revenue generated by AWS, Amazon's cloud-computing platform. AWS offers developers a range of on-demand technology services, such as compute, storage, database, analytics, machine learning, and other services.5These services are primarily used by start-ups, enterprises, government agencies, and academic institutions. The company's AWS business generates much higher margins than itse-commercebusiness. In FY 2020,Amazon'sglobal retail sales- and subscription-based business segments generated about 88% of the company's total revenue while AWS accounted for a mere 12%. However, AWS accounted for 59% of total operating income for the year, making it Amazon's main profit generator.6But investors won't want to ignore results for Amazon's e-commerce business, which has greatly expanded throughout the pandemic. Investors will want to see how much of the company's additional e-commerce sales generated during the pandemic will persist as more traditional brick-and-mortar shops begin to reopen again.</p><p><blockquote>如上所述，投资者还将关注亚马逊云计算平台AWS产生的收入。AWS为开发人员提供一系列按需技术服务，如计算、存储、数据库、分析、机器学习和其他服务。5这些服务主要由初创企业、企业、政府机构和学术机构使用。该公司的 AWS 业务产生的利润率远高于其 TSE-CommerceBusiness。2020财年，亚马逊的全球零售销售和订阅业务部门约占公司总收入的88%，而AWS仅占12%。然而，AWS 占当年总经营利润的 59%，成为亚马逊的主要利润来源。6但投资者不想忽视亚马逊电子商务业务的业绩，该业务在整个疫情期间大幅扩张。随着更多传统实体店开始重新开业，投资者希望看看该公司在疫情期间产生的额外电子商务销售额有多少会持续下去。</blockquote></p><p> Growth in AWS revenue has consistently slowed over the past five years, despite a brief acceleration in FY 2018. In FY 2015, annual AWS revenue grew 69.7%. Last year, revenue for Amazon's cloud segment grew at a healthy, but slower, 29.5% pace. In each of the last three quarters of FY 2020, growth in AWS revenue ranged between 28-29% YOY. In Q1 FY 2021, growth accelerated to a pace of 32.1%. At the end of the first quarter, AWS led the $150-billion global cloud market with a 32% share, well ahead of both Microsoft Corp.'s (MSFT) Azure and Alphabet Inc.'s (GOOGL) Google Cloud.7Analysts expect AWS revenue to increase 31.2% in Q2 FY 2021, slightly slower than the previous quarter's pace. For full-year FY 2021, AWS revenue is expected to rise 30.3%, slightly faster than last year.</p><p><blockquote>尽管 2018 财年短暂加速，但 AWS 收入增长在过去五年中一直放缓。2015财年，AWS年收入增长69.7%。去年，亚马逊云业务的收入以 29.5% 的健康但较慢的速度增长。在 2020 财年的最后三个季度中，AWS 收入同比增长 28-29%。2021财年第一季度，增长率加速至32.1%。第一季度末，AWS 以 32% 的份额引领价值 1500 亿美元的全球云市场，远远领先于微软公司 (MSFT) 的 Azure 和Alphabet公司 (GOOGL) 的 Google Cloud。7分析师预计 AWS 收入将增长 31.2%2021 财年第二季度，略慢于上一季度的速度。2021财年全年，AWS收入预计将增长30.3%，略高于去年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investopedia.com/amazon-q2-fy2021-earnings-report-preview-5194475\">investopedia</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.investopedia.com/amazon-q2-fy2021-earnings-report-preview-5194475","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114682225","content_text":"KEY TAKEAWAYS\n\nAnalysts estimate EPS of $12.47 vs. $10.30 in Q2 FY 2020.\nAWS revenue is expected to rise at healthy pace YOY.\nCompanywide revenue is expected to rise, but at a slower pace than recent quarters as analysts watch for the pandemic-induced boom in online shopping to slow.\n\nAmazon.com Inc. (AMZN) has seen its earnings and revenue balloon amid the shift to online commerce and cloud computing triggered by the COVID-19 pandemic. Now, Amazon is facing perhaps the biggest management transition in the company's 27-year history. The second quarter was the final period with founder Jeff Bezos at the helm. In his place, Amazon veteran Andy Jassy, who helped build the giant cloud services business, will lead the company's growth as the new chief executive officer (CEO). Bezos stepped down on July 5.1\nInvestors will be closely watching Amazon's financial performance, and Jassy's plans for future growth, when the company reports earnings on July 29, 2021 for Q2 FY 2021.2Analysts expect both earnings per share (EPS) and revenue to rise, but at a much slower pace than in recent quarters.3\nInvestors will also be focusing on revenue generated by Amazon Web Services (AWS), the company's high-margincloud computingbusiness. AWS still comprises a relatively small share of the company's overall revenue, but it generates the majority of Amazon's operating income. Analysts are expecting AWS revenue growth to slow slightly in the second quarter.3\nAmazon's shares have underperformed the broader market over the past year. The stock had been keeping pace with the market from the end of July 2020 until early November 2020. It then started to lag. But the stock has begun to narrow its performance gap with the market since early June 2021. Shares of Amazon have provided a total return of 18.7% over the past year, below the S&P 500's total return of 35.9%.\nSource: TradingView.Amazon Earnings History\nThe stock tumbled in the days following the release of Amazon'sQ1 FY 2021earnings report in late April despite dramatically beating analysts' consensus estimates. It continued to sink until around mid-May. EPS rose 215.2%, bouncing back after declining 29.4% in the year-ago quarter. Revenue grew 43.8% year over year (YOY), marking the fastest pace of growth in at least 15 quarters.3\nInQ4 FY 2020, Amazon crushed analysts' earnings expectations. EPS rose 117.7% compared to the year-ago quarter, marking the second fastest pace of growth since Q3 FY 2018. Revenue expanded 43.6% YOY, accelerating from Q3's pace of 37.4%.3The company announced in its fourth quarter earnings release that Jassy would be taking over the role of CEO from Bezos beginning in the third quarter of FY 2021. \"Right now I see Amazon at its most inventive ever, making it an optimal time for this transition,\" said Bezos.4\nAnalysts expect Amazon to post another quarter of healthy earnings and revenue growth in Q2 FY 2021. EPS is expected to rise 21.0% as revenue grows 29.8% compared to the year-ago quarter. It would be the slowest pace of growth for both the top and bottom lines since Q1 FY 2020. For full-year FY 2021, analysts expect EPS to rise 35.9% while annual revenue expands 27.1%, slowing from last year's pace.\nAmazon Key Stats\n\n\n\n\nEstimate for Q2 2021 (FY)\nQ2 2020 (FY)\nQ2 2019 (FY)\n\n\nEarnings Per Share ($)\n$12.47\n$10.30\n$5.22\n\n\nRevenue ($B)\n$115.4\n$88.9\n$63.4\n\n\nAWS Revenue ($B)\n$14.2\n$10.8\n$8.4\n\n\n\nThe Key Metric\nAs mentioned above, investors will also be focused on revenue generated by AWS, Amazon's cloud-computing platform. AWS offers developers a range of on-demand technology services, such as compute, storage, database, analytics, machine learning, and other services.5These services are primarily used by start-ups, enterprises, government agencies, and academic institutions. The company's AWS business generates much higher margins than itse-commercebusiness. In FY 2020,Amazon'sglobal retail sales- and subscription-based business segments generated about 88% of the company's total revenue while AWS accounted for a mere 12%. However, AWS accounted for 59% of total operating income for the year, making it Amazon's main profit generator.6But investors won't want to ignore results for Amazon's e-commerce business, which has greatly expanded throughout the pandemic. Investors will want to see how much of the company's additional e-commerce sales generated during the pandemic will persist as more traditional brick-and-mortar shops begin to reopen again.\nGrowth in AWS revenue has consistently slowed over the past five years, despite a brief acceleration in FY 2018. In FY 2015, annual AWS revenue grew 69.7%. Last year, revenue for Amazon's cloud segment grew at a healthy, but slower, 29.5% pace. In each of the last three quarters of FY 2020, growth in AWS revenue ranged between 28-29% YOY. In Q1 FY 2021, growth accelerated to a pace of 32.1%. At the end of the first quarter, AWS led the $150-billion global cloud market with a 32% share, well ahead of both Microsoft Corp.'s (MSFT) Azure and Alphabet Inc.'s (GOOGL) Google Cloud.7Analysts expect AWS revenue to increase 31.2% in Q2 FY 2021, slightly slower than the previous quarter's pace. For full-year FY 2021, AWS revenue is expected to rise 30.3%, slightly faster than last year.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2382,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/801788779"}
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