share_log

Earnings Call Summary | Amazon(AMZN.US) Q1 2024 Earnings Conference

Earnings Call Summary | Amazon(AMZN.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 亞馬遜(AMZN.US)2024 年第一季度業績會議
富途資訊 ·  05/01 15:34  · 電話會議

The following is a summary of the Amazon.com, Inc. (AMZN) Q1 2024 Earnings Call Transcript:

以下是亞馬遜公司(AMZN)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Amazon reported Q1 2024 revenue of $143.3 billion, a 13% increase year-over-year, excluding impacts from foreign exchange rates.

  • Operating income was $15.3 billion, a 221% increase from the prior year.

  • The company reported a trailing 12-month free cash flow, adjusted for equipment finance leases, of $48.8 billion, which is an increase of $53.2 billion year-over-year.

  • Advertising sales saw a year-over-year increase of 24%.

  • The AWS segment recorded a revenue growth of 17.2% YoY, reaching an annualized run rate of $100 billion.

  • 亞馬遜報告稱,2024年第一季度收入爲1433億美元,同比增長13%,其中不包括外匯匯率的影響。

  • 營業收入爲153億美元,比上年增長221%。

  • 該公司報告稱,經設備融資租賃調整後,過去12個月的自由現金流爲488億美元,同比增長532億美元。

  • 廣告銷售額同比增長24%。

  • AWS板塊的收入同比增長17.2%,年化運營率達到1000億美元。

Business Progress:

業務進展:

  • Amazon is expanding their product selection and has launched an AI tool for making product listing easier for sellers.

  • Nearly 60% of Prime orders were delivered on the same or following day in Q1, and the company is working to improve delivery speed further.

  • Fulfillment efficiency is being optimized by Amazon to improve customer experience and cost-effectiveness.

  • Amazon Bedrock, an AI application, has major companies like Adidas, Pfizer, and Toyota among its customers.

  • Future initiatives include the launch of Whole Foods Market Daily Shop in Manhattan, same-day delivery by Amazon Pharmacy in more cities, and higher production satellites in space by Kuiper.

  • Significant capital expenditure increase is expected in 2024 due to the high demand for AWS services.

  • GenAI applications development is a key focus area, with many companies building their applications on AWS.

  • The company is optimizing cost-efficiency in the network and has started the gradual deployment of Prime Video Ads.

  • 亞馬遜正在擴大其產品選擇範圍,並推出了一款人工智能工具,使賣家更容易上架產品。

  • 在第一季度,將近60%的Prime訂單在當天或第二天交付,該公司正在努力進一步提高交付速度。

  • 亞馬遜正在優化配送效率,以改善客戶體驗和成本效益。

  • Amazon Bedrock是一款人工智能應用程序,其客戶包括阿迪達斯、輝瑞和豐田等大公司。

  • 未來的舉措包括在曼哈頓推出Whole Foods Market Daily Shop,由亞馬遜藥房在更多城市提供當日送達服務,以及柯伊伯在太空中發射更高產量的衛星。

  • 由於對AWS服務的高需求,預計2024年的資本支出將大幅增加。

  • GenAI 應用程序開發是一個關鍵的重點領域,許多公司在 AWS 上構建應用程序。

  • 該公司正在優化網絡的成本效益,並已開始逐步部署Prime Video Ads。

More details: Amazon IR

更多詳情: 亞馬遜 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論