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Amazon Q1 Earnings Preview: Analyst Estimates, Key Items To Watch Including NBA, WNBA, Fallout

Amazon Q1 Earnings Preview: Analyst Estimates, Key Items To Watch Including NBA, WNBA, Fallout

亞馬遜第一季度收益預覽:分析師估計,值得關注的關鍵項目包括NBA、WNBA、Fallout
Benzinga ·  04/30 00:05

Leading ecommerce company Amazon.com Inc (NASDAQ:AMZN) is set to report first-quarter financial results after market close Tuesday.

領先的電子商務公司亞馬遜公司(納斯達克股票代碼:AMZN)將在週二收盤後公佈第一季度財務業績。

Here's an overview of analyst earnings estimates, their insights, and key factors to watch.

以下是分析師收益估計、他們的見解和值得關注的關鍵因素的概述。

Earnings Estimates: Analysts expect Amazon to report first-quarter revenue of $142.47 billion, according to an estimate from Benzinga Pro.

收益估計:根據Benzinga Pro的估計,分析師預計亞馬遜公佈的第一季度收入爲1424.7億美元。

The revenue would be an improvement from the $127.36 billion reported in last year's first quarter. Amazon has beaten revenue estimates from analysts in five straight quarters.

收入將比去年第一季度公佈的1273.6億美元有所改善。亞馬遜連續五個季度的收入超過了分析師的預期。

Analysts expect Amazon will report first-quarter earnings per share of 83 cents, compared to 35 cents per share reported in last year's first quarter. The company has beaten analyst estimates for earnings per share in five straight quarters.

分析師預計,亞馬遜將公佈的第一季度每股收益爲83美分,而去年第一季度公佈的每股收益爲35美分。該公司連續五個季度超過分析師的每股收益預期。

Amazon's first quarter guidance for revenue was a range of $138 billion to $143.5 billion when it reported fourth quarter results.

亞馬遜公佈第四季度業績時,第一季度收入預期在1380億美元至1435億美元之間。

Related Link: Amazon Q4 Earnings: Revenue Beat, EPS Beat, 'Record-Breaking' Holiday Shopping Season And More

相關鏈接:亞馬遜第四季度收益:收入超過預期、每股收益超過預期、“破紀錄” 的假日購物季等

What Analysts Are Saying: Double-digit sales and profit growth in the first quarter by Amazon could show the strength of online spending and faster fulfillment, said Telsey analyst Joseph Feldman.

分析師在說什麼:泰爾西分析師約瑟夫·費爾德曼表示,亞馬遜第一季度兩位數的銷售和利潤增長可能顯示出在線支出的強勁和更快的配送速度。

Feldman, who has an Outperform rating and $200 price target, said the first quarter could also show a stabilization and growth for the company's AWS segment.

費爾德曼的評級爲跑贏大盤,目標股價爲200美元,他表示,第一季度還可能顯示該公司AWS板塊的穩定和增長。

Another item to watch from the analyst is higher margin categories like advertising, media and services and how they could help with overall growth for the company.

分析師關注的另一個問題是廣告、媒體和服務等利潤率更高的類別,以及它們如何幫助公司的整體增長。

The analyst also highlighted a redesigned distribution network and potential cost savings as a key for Amazon in the first quarter.

該分析師還強調,重新設計的分銷網絡和潛在的成本節省是亞馬遜在第一季度的關鍵。

Here are other recent stock ratings for Amazon and price targets from analysts.

以下是亞馬遜最近的其他股票評級和分析師的目標股價。

  • UBS: Buy rating, raised price target from $198 to $215
  • JMP: Market Outperform rating, $225 price target
  • Benchmark: Buy rating, $200 price target
  • Citi: Buy rating, raised price target from $215 to $235
  • Wedbush: Outperform rating, raised price target from $220 to $225
  • BMO: Outperform rating, raised price target from $205 to $215
  • 瑞銀:買入評級,將目標股價從198美元上調至215美元
  • JMP:市場跑贏大盤評級,目標股價225美元
  • 基準:買入評級,目標價200美元
  • 花旗:買入評級,將目標股價從215美元上調至235美元
  • Wedbush:跑贏大盤評級,將目標股價從220美元上調至225美元
  • BMO:跑贏大盤評級,將目標股價從205美元上調至215美元

Key Items to Watch: The first quarter report from Amazon could have several key items to watch, including AWS and profit margins.

值得關注的關鍵項目:亞馬遜的第一季度報告可能有幾個關鍵項目值得關注,包括AWS和利潤率。

Another key item to watch is sports content. The company continues to add sports media rights, which could boost overall Amazon Prime membership accounts. Amazon has the rights to Thursday Night Football games and also has signed with other sports leagues.

另一個值得關注的關鍵項目是體育內容。該公司繼續增加體育媒體版權,這可能會增加整個亞馬遜Prime會員賬戶。亞馬遜擁有周四晚間足球比賽的版權,還與其他體育聯盟簽約。

Amazon is circling NBA broadcast rights as the league works to negotiate with new media partners. Amazon's media deal with the WNBA will see the company have the rights to four Indiana Fever games during the 2024 WNBA season, featuring the league's highest anticipated rookie Caitlin Clark.

隨着聯盟努力與新媒體合作伙伴進行談判,亞馬遜正在盤旋NBA的轉播權。亞馬遜與WNBA的媒體協議將使該公司有權在2024年WNBA賽季中參加四場印第安納狂熱比賽,聯盟最受期待的新秀凱特琳·克拉克。

The debut of the "Fallout" television series hit Prime Video on April 10. While this will factor into the second quarter, commentary on the success of the show and other series adaptations in the works could lead to more excitement over the Prime Video segment by analysts and investors.

《輻射》電視連續劇的首次亮相於4月10日在Prime Video上線。儘管這將影響到第二季度,但對該節目的成功以及正在製作的其他系列改編的評論可能會使分析師和投資者對Prime Video細分市場更加興奮。

AMZN Price Action: Amazon shares are up 1% to $180.75 on Monday versus a 52-week price range of $101.15 to $189.77.

亞馬遜價格走勢:週一,亞馬遜股價上漲1%,至180.75美元,而52周股價區間爲101.15美元至189.77美元。

Photo: Shutterstock

照片:Shutterstock

譯文內容由第三人軟體翻譯。


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