Author Topic: AMZN - Amazon.com Inc.  (Read 672776 times)

fareastwarriors

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Re: AMZN - Amazon.com Inc.
« Reply #290 on: November 11, 2013, 08:00:13 AM »


fareastwarriors

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Re: AMZN - Amazon.com Inc.
« Reply #291 on: November 13, 2013, 02:46:11 PM »

Palantir

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Re: AMZN - Amazon.com Inc.
« Reply #292 on: November 13, 2013, 03:05:20 PM »
Given the growth rates that they have been moving at, their revenue should be x10 in ten years, if not greater. That will put them at a larger size than Walmart. With a 5.5% FCF margin on that... we get like 32B in FCF, and with a 15x multiplier, should put the firm at 480B. So if you discount that to today....should give you a roughly 11% return.

E commerce is growing portion of total retail, and this is growing its ecommerce marketshare, according to a VIC post on this....I don't see why growth should stall suddenly.
My Portfolio: AMZN, PAGP, FSLR, OKE, PYPL, RHT, MSFT

Grenville

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Re: AMZN - Amazon.com Inc.
« Reply #293 on: November 14, 2013, 06:23:55 PM »
Article below is an WSJ interview with Andy Jazzy, head of AWS.

"Meet the Man Who Really Runs the Internet"
http://online.wsj.com/news/articles/SB10001424052702304868404579194353031011652

Quote
WSJ: What is the annual revenue of AWS? Is it profitable?

Mr. Jassy: You know I can't disclose that. We don't disclose our financial results. It will be a very significant free cash flow generating business for Amazon.

rkbabang

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Re: AMZN - Amazon.com Inc.
« Reply #294 on: November 14, 2013, 06:31:16 PM »
Maybe Amazon will someday spin off its non-core retail sales operations.

Jeff Bezos Believes AWS Could Be Amazonís Biggest Business

valueInv

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Re: AMZN - Amazon.com Inc.
« Reply #295 on: November 14, 2013, 08:01:33 PM »
Article below is an WSJ interview with Andy Jazzy, head of AWS.

"Meet the Man Who Really Runs the Internet"
http://online.wsj.com/news/articles/SB10001424052702304868404579194353031011652

Quote
WSJ: What is the annual revenue of AWS? Is it profitable?

Mr. Jassy: You know I can't disclose that. We don't disclose our financial results. It will be a very significant free cash flow generating business for Amazon.

In other words, it is not currently.

valueInv

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Re: AMZN - Amazon.com Inc.
« Reply #296 on: November 15, 2013, 07:12:30 AM »
If you wonder why the server market is tanking:

http://feedproxy.google.com/~r/OmMalik/~3/4qc8UjgeUTQ/

txlaw

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Re: AMZN - Amazon.com Inc.
« Reply #297 on: November 15, 2013, 08:09:57 AM »
Article below is an WSJ interview with Andy Jazzy, head of AWS.

"Meet the Man Who Really Runs the Internet"
http://online.wsj.com/news/articles/SB10001424052702304868404579194353031011652

Quote
WSJ: What is the annual revenue of AWS? Is it profitable?

Mr. Jassy: You know I can't disclose that. We don't disclose our financial results. It will be a very significant free cash flow generating business for Amazon.

And you better believe that every single dollar of profit coming in from AWS is going right back into rapidly building out more capacity.  I saw one analyst saying that he thinks AWS has multiples of the capacity of the other large players when it comes to public cloud infrastructure.

However, the competition clearly is heating up.  I think that IaaS/PaaS providers who support both public, private, and hybrid cloud are going to be gaining market share.  People like Redhat are doing some pretty cool stuff -- OpenShift seems to be quite good.

But the pie is expanding at a rapid rate, so there's room for many players to win.

valueInv

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Re: AMZN - Amazon.com Inc.
« Reply #298 on: November 15, 2013, 08:26:37 AM »
Article below is an WSJ interview with Andy Jazzy, head of AWS.

"Meet the Man Who Really Runs the Internet"
http://online.wsj.com/news/articles/SB10001424052702304868404579194353031011652

Quote
WSJ: What is the annual revenue of AWS? Is it profitable?

Mr. Jassy: You know I can't disclose that. We don't disclose our financial results. It will be a very significant free cash flow generating business for Amazon.

And you better believe that every single dollar of profit coming in from AWS is going right back into rapidly building out more capacity.  I saw one analyst saying that he thinks AWS has multiples of the capacity of the other large players when it comes to public cloud infrastructure.

However, the competition clearly is heating up.  I think that IaaS/PaaS providers who support both public, private, and hybrid cloud are going to be gaining market share.  People like Redhat are doing some pretty cool stuff -- OpenShift seems to be quite good.

But the pie is expanding at a rapid rate, so there's room for many players to win.

Which means the pie is shrinking for the server market. Note that he said that they pay 30% less
for servers. "Long runway" indeed.

txlaw

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Re: AMZN - Amazon.com Inc.
« Reply #299 on: November 15, 2013, 08:30:19 AM »
Article below is an WSJ interview with Andy Jazzy, head of AWS.

"Meet the Man Who Really Runs the Internet"
http://online.wsj.com/news/articles/SB10001424052702304868404579194353031011652

Quote
WSJ: What is the annual revenue of AWS? Is it profitable?

Mr. Jassy: You know I can't disclose that. We don't disclose our financial results. It will be a very significant free cash flow generating business for Amazon.

And you better believe that every single dollar of profit coming in from AWS is going right back into rapidly building out more capacity.  I saw one analyst saying that he thinks AWS has multiples of the capacity of the other large players when it comes to public cloud infrastructure.

However, the competition clearly is heating up.  I think that IaaS/PaaS providers who support both public, private, and hybrid cloud are going to be gaining market share.  People like Redhat are doing some pretty cool stuff -- OpenShift seems to be quite good.

But the pie is expanding at a rapid rate, so there's room for many players to win.

Which means the pie is shrinking for the server market. Note that he said that they pay 30% less
for servers. "Long runway" indeed.

No, there's really no way to definitively say that the pie is shrinking.  ASPs and margins are decreasing for sure.  But the units are expanding exponentially (just take a look at the non public cloud datacenter market growth). 

There's definitely a long runway.