A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
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Content provided by Jason Goldberg, Jason "Retailgeek" Goldberg, Scot Wingo, and Channel Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Goldberg, Jason "Retailgeek" Goldberg, Scot Wingo, and Channel Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to The Jason & Scot Show - E-Commerce And Retail News
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EP138 - Amazon Q2 2018 Earnings Hot Take
Manage episode 214072559 series 98062
Content provided by Jason Goldberg, Jason "Retailgeek" Goldberg, Scot Wingo, and Channel Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Goldberg, Jason "Retailgeek" Goldberg, Scot Wingo, and Channel Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
EP138 - Amazon Q2 2018 Earnings Hot Take
This episode is a hot take on Amazon Q2 2018 earnings
- Amazon Q2 Earnings Highlights
- $52.9B, which is a 39% y/y increase
- $2.98B in operating income
- $21.8B in Free cash flow, less $11.4B in capex, $6.2B in lease repayments = Net $4.1B Free Cash Flow
- AWS had a material acceleration up 48% y/y constant currency and profits were $1.4b
- Amazon Web Services – came in at $6.1b – 49% y/y growth (an acceleration from last quarters 48% growth)
- North America – $32.2B up 44% Y/Y, operating income of $1.84B
- International – Revenue increased to $14.6B (+21% Y/Y) for a $0.494B loss
- Marketplace
- 53% 3P by Unit sales
- 3P Growing at 55% (constant currency)
- Wingo GMV estimate -> 1p – $37.6b/ 3p – $71b = $108.6b GMV
- Amazon Ad Business – grew 129% y/y to $2.19B
- Cowen estimates $8.6BN in 2018 rising to ~$37BN in 2023
- Amazon increasingly bypassing agencies to go directly to advertisers
- Increasing likely Amazon becomes first $1 trillion dollar company
Jason & Scot will at eTail East in Boston next week.
Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes.
Episode 138 of the Jason & Scot show was recorded on Monday, July 30th 2018.
Join your hosts Jason “Retailgeek” Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.
319 episodes
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Manage episode 214072559 series 98062
Content provided by Jason Goldberg, Jason "Retailgeek" Goldberg, Scot Wingo, and Channel Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Goldberg, Jason "Retailgeek" Goldberg, Scot Wingo, and Channel Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
EP138 - Amazon Q2 2018 Earnings Hot Take
This episode is a hot take on Amazon Q2 2018 earnings
- Amazon Q2 Earnings Highlights
- $52.9B, which is a 39% y/y increase
- $2.98B in operating income
- $21.8B in Free cash flow, less $11.4B in capex, $6.2B in lease repayments = Net $4.1B Free Cash Flow
- AWS had a material acceleration up 48% y/y constant currency and profits were $1.4b
- Amazon Web Services – came in at $6.1b – 49% y/y growth (an acceleration from last quarters 48% growth)
- North America – $32.2B up 44% Y/Y, operating income of $1.84B
- International – Revenue increased to $14.6B (+21% Y/Y) for a $0.494B loss
- Marketplace
- 53% 3P by Unit sales
- 3P Growing at 55% (constant currency)
- Wingo GMV estimate -> 1p – $37.6b/ 3p – $71b = $108.6b GMV
- Amazon Ad Business – grew 129% y/y to $2.19B
- Cowen estimates $8.6BN in 2018 rising to ~$37BN in 2023
- Amazon increasingly bypassing agencies to go directly to advertisers
- Increasing likely Amazon becomes first $1 trillion dollar company
Jason & Scot will at eTail East in Boston next week.
Don’t forget to like our facebook page, and if you enjoyed this episode please write us a review on itunes.
Episode 138 of the Jason & Scot show was recorded on Monday, July 30th 2018.
Join your hosts Jason “Retailgeek” Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.
319 episodes
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Similar to The Jason & Scot Show - E-Commerce And Retail News
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
The award-winning WIRED UK Podcast with James Temperton and the rest of the team. Listen every week for the an informed and entertaining rundown of latest technology, science, business and culture news. New episodes every Friday.
…
continue reading
It's not just Google. This Week in Google hosts, Leo Laporte, Jeff Jarvis, and Paris Martineau, cover all of Big Tech every Wednesday. Listeners tune in for thought-provoking and entertaining conversations about AI, Internet memes, the future of media, and the latest emerging tech. You won't want to miss a minute. Records live every Wednesday at 5:00pm Eastern / 2:00pm Pacific / 21:00 UTC.
…
continue reading
Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
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