Topic

AMZN

A collection of 31 issues

MBI Daily Dose (July 03, 2025)

Companies or topics mentioned in today's Daily Dose: Digital advertising, semiconductor cycle, Kevin Kelly A programming note: All the content of MBI Deep Dives are published on both "MBI Deep Dives" website and Substack. I launched the Substack a couple of years ago because a number

MBI Daily Dose (July 02, 2025)

Companies mentioned in today's Daily Dose: Amazon, Cloudflare, Microsoft, Figma vs Adobe WSJ had an interesting piece yesterday on how Amazon has scaled its robotic efforts over the years: "The e-commerce giant, which has spent years automating tasks previously done by humans in its facilities, has deployed

Amazon 1Q'25 Update

Disclosure: I own shares of Amazon Amazon has another pretty decent quarter. Here are my highlights from today’s call. Subscribe Revenue Overall revenue grew by 10% (FX neutral). While Amazon’s 3P business usually grows faster than 1P, both 1P and 3P retail business grew at similar rate in

Amazon: 2025 Update

Disclosure: I own shares of Amazon Amazon, once a scrappy online bookseller, has long since shed its modest origins, revealing itself as something far more elemental: a relentless, ever-multiplying force of commerce and technology. Like an ancient hydra, each time it masters one domain, another head emerges: from e-commerce to

Amazon 4Q'24 Update

Disclosure: I own shares of Amazon I know Amazon stock went down by ~4% after-hours, but I actually liked the quarter. Here are my highlights from today’s call. Subscribe Revenue Amazon faced ~900 Mn FX headwind in 4Q’24 which was ~700 mn higher than assumed. For the third

Big Tech's Deteriorating Earnings Quality

Disclosure: I own shares of Meta Platforms, and Amazon Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep value” investments back in 2013. In fact, I also mentioned “Meta, and Amazon

Amazon 3Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Like clockwork, Amazon has posted another impressive quarter. Every part of the business seems to be trending well, and moving in the right direction. Here are my highlights from today’s call. Subscribe Revenue Except 1P, every segment of the

Amazon 2Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Now that all the big tech reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some broader themes

Amazon 1Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some

Amazon: Model Update (2024)

Disclosure: I own Amazon January 2025 $55 Call Options Last year, I posted a more detailed work on Amazon in which I provided more in-depth discussion on the structure of my Amazon model that I am going to discuss today. If you find it hard to follow the discussion below,